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FL (EX AXA) BGI LONG TERM PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) BGI LONG TERM PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL (EX AXA) BGI LONG TERM PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	May, 2007
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	202.10p

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	1.01%
Reduction in yield (10yr)	1.01%

Bestinvest says

No information available.

Portfolio

fl (ex axa) bgi long term pf asset allocation illustration

Allocation		Proportion

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

fl (ex axa) bgi long term pf equity geographic illustration

Allocation		Proportion

	UK	60%
	Europe	13%
	Nth America	13%
	Japan	7%
	Pacific	7%
	Other Equity	–

fl (ex axa) bgi long term pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for FL (EX AXA) BGI LONG TERM PF

Investment process

To invest in equities of the UK and overseas markets, with approximately 60% in the UK and 40% overseas. The fund aims to provide returns broadly consistent with the markets in which it invests.

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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