Fund search Browse or

FL (EX AXA) RIVER & MERCANTILE UK SMALLER COMPANIES PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) RIVER & MERCANTILE UK SMALLER COMPANIES PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL (EX AXA) RIVER & MERCANTILE UK SMALLER COMPANIES PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 2007
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	212.80p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.95%
Reduction in yield (10yr)	1.95%

Bestinvest says

No information available.

Portfolio

fl (ex axa) river & mercantile uk smaller companies pf asset allocation illustration

Allocation		Proportion

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

fl (ex axa) river & mercantile uk smaller companies pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

fl (ex axa) river & mercantile uk smaller companies pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	–
	Mid Caps	30%
	Small Caps	70%

View all performance data for FL (EX AXA) RIVER & MERCANTILE UK SMALLER COMPANIES PF

Investment process

The investment objective of the Fund is to achieve capital growth by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market, in terms of market capitalisation.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Research