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ZURICH HSBC EQUITY AP PF - Fund overview

No Bestinvest rating

Overview of ZURICH HSBC EQUITY AP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH HSBC EQUITY AP PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	April, 1988
Size	£7m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price(inc)	49.10p
Bid price(acc)	114.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.84%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.49%

Bestinvest says

No information available.

Portfolio

zurich hsbc equity ap pf asset allocation illustration

Allocation		Proportion

	Equity	95%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

zurich hsbc equity ap pf equity geographic illustration

Allocation		Proportion

	UK	96%
	Europe	4%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

zurich hsbc equity ap pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	61%
	Mid Caps	32%
	Small Caps	7%

View all performance data for ZURICH HSBC EQUITY AP PF

Investment process

The fund seeks to provide long-term capital growth and income by investing in a concentrated portfolio of predominantly UK equities. Whilst there are no capitalisation restrictions it is anticipated that the fund will have a large and mid-cap bias in order to manage scalability issues. The portfolio will be actively managed, aiming to achieve total returns to investors without reference to market index weightings.

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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