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FL (EX AXA) WAY EFA ELEVATION BALANCED GROWTH PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) WAY EFA ELEVATION BALANCED GROWTH PF

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

Standard Initial Charge

0.80% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 2006
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	272.40p

Fund Charges

Standard Initial charge	0.80%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.01%
Annual management charge	1.00%
Total expense ratio	2.42%
Reduction in yield (10yr)	2.42%

Bestinvest says

No information available.

Portfolio

fl (ex axa) way efa elevation balanced growth pf asset allocation illustration

Allocation		Proportion

	Equity	82%
	High yield bonds	–
	Quality bonds	10%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	8%

fl (ex axa) way efa elevation balanced growth pf equity geographic illustration

Allocation		Proportion

	UK	50%
	Europe	26%
	Nth America	12%
	Japan	5%
	Pacific	5%
	Other Equity	2%

fl (ex axa) way efa elevation balanced growth pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for FL (EX AXA) WAY EFA ELEVATION BALANCED GROWTH PF

Investment process

To provide total return through investment in a diversified portfolio of listed securities including investment trusts, collective investment schemes, cash or near cash, deposits and money market instruments.

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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