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FL (EX AXA) UBS GLOBAL OPTIMAL PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) UBS GLOBAL OPTIMAL PF

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

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 2006
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	232.20p

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	1.57%
Reduction in yield (10yr)	1.57%

Bestinvest says

No information available.

Portfolio

fl (ex axa) ubs global optimal pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	3%

fl (ex axa) ubs global optimal pf equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	28%
	Nth America	52%
	Japan	13%
	Pacific	7%
	Other Equity	0%

fl (ex axa) ubs global optimal pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	85%
	Mid Caps	14%
	Small Caps	1%

View all performance data for FL (EX AXA) UBS GLOBAL OPTIMAL PF

Investment process

This fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in overseas securities.

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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