Fund Selection: Key Features

Merrill Lynch Investment Managers

"33 King William Street, London, EC4R 9AS"

Select from the fund links below to view the key features.

Key Features Glossary

Merrill Lynch Continental European Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of larger companies incorporated or listed in Europe excluding the UK. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.8% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch Emerging Markets Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in emerging markets. The Fund may also invest in collective investment schemes. Emerging markets include countries contained in the Fund’s benchmark index the MSCI Emerging Markets Index.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.9% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch European Dynamic Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the UK which we consider exhibit either growth or value investment characteristics, placing an emphasis as the market outlook warrants. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.7% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch Global Bond Fund A (Inc & Acc)

Investment Objective

This Fund invests in a portfolio of international bonds to provide a combination of a good level of income and, where possible, capital growth.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1% Income From 6% to 4.4% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch Global Titans Fund A (Inc & Acc)

Investment Objective

To achieve capital growth by investing in an actively managed portfolio of the world’s most successful companies.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.8% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch Gold & General Fund A (Inc & Acc)

Investment Objective

This is a specialised unit trust which aims to achieve long-term capital growth by investing in gold, mining and precious metalrelated shares. It tends to be volatile and is particularly suitable for diversification in a larger portfolio.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.9% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch High Income Bond Fund A (Inc & Acc)

Investment Objective

A high, regular income from a portfolio of mainly UK and EU corporate bonds and government securities, together with longterm preservation of capital value, although capital growth should not be expected.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
3.25% minus 2.37% equals 0.88% 1% Capital From 6% to 4.3% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch Japan Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in shares of companies incorporated or listed in Japan. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.7% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch UK Dynamic Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the UK which we consider exhibit either growth or value investment characteristics, placing an emphasis as the market outlook warrants. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.7% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch UK Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of larger companies incorporated or listed in the UK. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.7% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch UK Income Fund A (Inc & Acc)

Investment Objective

To provide an above-average and growing income without sacrificing the benefits of long-term capital growth by investing primarily in the shares of companies incorporated or listed in the UK. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Capital From 6% to 3.8% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch UK Smaller Companies Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of smaller companies incorporated or listed in the UK which we consider to have above-average growth prospects. The Fund may also invest in collective investment schemes. Smaller companies are those whose market capitalisation is not more than £1billion.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.9% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch UK Special Situations Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of small or medium sized companies incorporated or listed in the UK. The Fund may also invest in collective investment schemes. Small and medium sized companies are those whose market capitalisation is lower than that of companies in the FTSE 100 index.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.8% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch US Dynamic Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the United States which we consider exhibit either growth or value investment characteristics, placing an emphasis as the market outlook warrants. The Fund may also invest in collective investment schemes.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.8% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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Merrill Lynch US Opportunities Fund A (Inc & Acc)

Investment Objective

To achieve long-term capital growth for investors. The Fund invests primarily in shares of smaller companies incorporated or listed in the United States which we consider have above-average growth prospects. The Fund may hold shares of companies incorporated or listed in Canada. The Fund may also invest in collective investment schemes. Smaller companies are those whose market capitalisation is similar to that of companies in the Russell 2000 Growth Index.

Maximum Sales Charge - BrokerLine Discount = BrokerLine Initial Sales Charge Annual Management Charge Charges Levied Against Effect of Charges on Returns
5.00% minus 3.87% equals 1.13% 1.5% Income From 6% to 3.7% 
ISA PEP ACD/Manager Depository/Trustee
Yes Yes Merrill Lynch Fund Managers Limited Royal Bank of Scotland

For performance and portfolio information on this fund Go to Fund Report

Source: Merrill Lynch Fund Managers

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