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FL LIFESTYLE RETIREMENT 2015 AP PF - Fund overview

No Bestinvest rating

Overview of FL LIFESTYLE RETIREMENT 2015 AP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL LIFESTYLE RETIREMENT 2015 AP PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	October, 2000
Size	£158m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	138.20p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

fl lifestyle retirement 2015 ap pf asset allocation illustration

Allocation		Proportion

	Equity	73%
	High yield bonds	–
	Quality bonds	25%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	2%

fl lifestyle retirement 2015 ap pf equity geographic illustration

Allocation		Proportion

	UK	61%
	Europe	17%
	Nth America	11%
	Japan	5%
	Pacific	6%
	Other Equity	–

fl lifestyle retirement 2015 ap pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for FL LIFESTYLE RETIREMENT 2015 AP PF

Investment process

The fund's objective is to provide an appropriate mix of assts for investors who wish to build capital to purchase a pension in or around the year stated in the fund name.

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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