Fund search Browse or

FL (EX AXA) PSIGMA AMERICAN GROWTH PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) PSIGMA AMERICAN GROWTH PF

Focus is on large US companies with a growth bias. PSigma outsource management to James Abate at Centre Asset Management in New York. Abate looks for around 50-60 stocks that create shareholder wealth and are expected to continue to use free cash flow wisely.

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	August, 2008
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	270.60p

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	1.80%
Reduction in yield (10yr)	1.80%

Bestinvest says

No information available.

Portfolio

fl (ex axa) psigma american growth pf asset allocation illustration

Allocation		Proportion

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

fl (ex axa) psigma american growth pf equity geographic illustration

Allocation		Proportion

	UK	–
	Europe	–
	Nth America	100%
	Japan	–
	Pacific	–
	Other Equity	–

fl (ex axa) psigma american growth pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for FL (EX AXA) PSIGMA AMERICAN GROWTH PF

Investment process

Fundamental bottom-up analysis using EVA (Economic Value Added) based approach identifies companies that create shareholder wealth and those that destroy wealth.
Process that is pragmatic.
Stock-level analysis of corporate capital use (expansion or contraction) at various stages of economic cycle highlights emphasis on:
- blue-chip quality growth companies
- high-growth companies or
- cyclical and interest rate sensitive restructuring opportunities

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

Research