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FL (EX AXA) CF MITON GLOBAL PF - Fund overview

No Bestinvest rating


Overview of FL (EX AXA) CF MITON GLOBAL 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 GLOBAL 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 199.20p

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 2.01%
Reduction in yield (10yr) 2.01%

Bestinvest says


No information available.

Portfolio

fl (ex axa) cf miton global pf asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds
Quality bonds
Property 10%
Commodities
Hedge
Fund cash
fl (ex axa) cf miton global pf equity geographic illustration
Allocation Proportion
UK 22%
Europe 11%
Nth America 57%
Japan 10%
Pacific 0%
Other Equity 0%
fl (ex axa) cf miton global pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the Fund is to achieve growth over the medium to long term. Income will not be the primary objective. The Fund’s policy is to invest substantially in other authorised funds, but may also invest in UK and overseas equities, fixed interest
securities and money market instruments. Investments will not be confined to any particular economic sectors.

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.

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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