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FL (EX AXA) ABERDEEN MM CAUTIOUS MANAGED PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) ABERDEEN MM CAUTIOUS MANAGED PF

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

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 2006
Size	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	247.90p

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	2.43%
Reduction in yield (10yr)	2.43%

Bestinvest says

No information available.

Portfolio

fl (ex axa) aberdeen mm cautious managed pf asset allocation illustration

Allocation		Proportion

	Equity	58%
	High yield bonds	–
	Quality bonds	39%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

fl (ex axa) aberdeen mm cautious managed pf equity geographic illustration

Allocation		Proportion

	UK	72%
	Europe	14%
	Nth America	6%
	Japan	0%
	Pacific	3%
	Other Equity	5%

fl (ex axa) aberdeen mm cautious managed pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	53%
	Mid Caps	29%
	Small Caps	18%

View all performance data for FL (EX AXA) ABERDEEN MM CAUTIOUS MANAGED PF

Investment process

Fund of external funds. The investment objective of the Fund is to achieve income and
capital growth by the adoption of a cautious investment approach. Up to 60% of the Fund will be invested in collective investment schemes which invest mainly in equities or which pursue a strategy mainly linked to equity investment. The Fund may also invest in other collective investment schemes including those which invest in fixed income holdings. The Fund may also invest directly in transferable securities, money market instruments, near cash, cash and deposits.

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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