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FL ARCHITAS MM BALANCED PF - Fund overview

No Bestinvest rating

Overview of FL ARCHITAS MM BALANCED PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL ARCHITAS MM BALANCED PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	December, 2005
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	270.80p

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	2.08%
Reduction in yield (10yr)	2.08%

Bestinvest says

No information available.

Portfolio

fl architas mm balanced pf asset allocation illustration

Allocation		Proportion

	Equity	73%
	High yield bonds	–
	Quality bonds	11%
	Property	3%
	Commodities	6%
	Hedge	–
	Fund cash	7%

fl architas mm balanced pf equity geographic illustration

Allocation		Proportion

	UK	59%
	Europe	17%
	Nth America	10%
	Japan	5%
	Pacific	5%
	Other Equity	4%

fl architas mm balanced pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for FL ARCHITAS MM BALANCED PF

Investment process

The fund's objective is to achieve capital and income growth over the medium or long
term. The Fund will invest in both UK and overseas authorised collective investment schemes. The Fund will invest in a mix of collective investment schemes but they will be primarily funds investing in the UK and primarily in equities but with the option to
invest in some fixed interest investments. The Fund may also invest in transferable securities, money market instruments, warrants, cash & 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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