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FL (EX AXA) CF MITON CAUTIOUS INCOME PORTFOLIO PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) CF MITON CAUTIOUS INCOME PORTFOLIO PF

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

Standard Initial Charge

0.50% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 2006
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	211.00p

Fund Charges

Standard Initial charge	0.50%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	2.85%
Reduction in yield (10yr)	2.85%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	60%
	High yield bonds	10%
	Quality bonds	25%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

fl (ex axa) cf miton cautious income portfolio pf equity geographic illustration

Allocation		Proportion

	UK	95%
	Europe	5%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

fl (ex axa) cf miton cautious income portfolio pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for FL (EX AXA) CF MITON CAUTIOUS INCOME PORTFOLIO PF

Investment process

The objective of the Trust is to provide income from investments in Collective Investment Schemes, while aiming to preserve capital. Investments will not be confined to any particular economic sectors. Investment is limited to UK Income funds and UK and Global
Fixed Interest funds. The fund strategy is to manage the Trust using an adaptive and pragmatic approach to portfolio construction, seeking to generate income of 5% gross or 25% above the yield of the FTSE All-Share 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. 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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