ABBEY LIFE SWIP FINANCIAL LF - Fund overview

No Bestinvest rating

Overview of ABBEY LIFE SWIP FINANCIAL LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ABBEY LIFE SWIP FINANCIAL LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	February, 1981
Size	£5m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	1,601.10p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.50%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.56%

Bestinvest says

No information available.

Portfolio

abbey life swip financial lf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

abbey life swip financial lf equity geographic illustration

Allocation		Proportion

	UK	55%
	Europe	30%
	Nth America	10%
	Japan	0%
	Pacific	5%
	Other Equity	0%

abbey life swip financial lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	72%
	Mid Caps	23%
	Small Caps	5%

View all performance data for ABBEY LIFE SWIP FINANCIAL LF

Investment process

The aim of this Fund is to provide competitive long-term growth through direct and indirect investment principally in securities issued by UK and overseas financial institutions such as banking, insurance, financial services and property companies, and investment trusts.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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