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ZENITH INTERNATIONAL GROWTH - Fund overview

No Bestinvest rating


Overview of ZENITH INTERNATIONAL GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZENITH INTERNATIONAL GROWTH does not fall into either of these categories at present.

Standard Initial Charge

3.00% 

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  November, 2001
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 93.40p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.62%
Annual management charge 1.50%
Total expense ratio 3.89%
Reduction in yield (10yr) 3.95%

Bestinvest says


No information available.

Portfolio

zenith international growth asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 4%
zenith international growth equity geographic illustration
Allocation Proportion
UK 26%
Europe 12%
Nth America 42%
Japan 16%
Pacific 4%
Other Equity
zenith international growth equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the Company is to achieve long term capital growth through an actively managed portfolio of international equity and fixed interest securities. The Investment Adviser will use a top-down approach in the construction of the portfolio with a view of investment primarily in high quality, large-cap, growth stocks. This top-down approach focuses on country, currency and sector analysis, followed by a review of individual companies. Holdings may be concentrated in a number of countries and industries with diversification achieved through individual stock selection. Country weightings may deviate significantly from the FTA World Index which has been selected as the benchmark index.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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

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