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BEDLAM GLOBAL - Fund overview

No Bestinvest rating


Overview of BEDLAM GLOBAL

The fund aims to achieve an absolute return equivalent to 1.5-3x 10 year UK gilt by investing in global equities, the manager may also use put options on global indices to provide capital protection.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  December, 2002
Size  £6m
Yield 2.2%
Charging basis  –
Dividends paid  Apr, Oct
Bid price 15,646.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 2.13%
Total expense ratio 2.42%
Reduction in yield (10yr) 2.42%

Bestinvest says


No information available.

Portfolio

bedlam global asset allocation illustration
Allocation Proportion
Equity 64%
High yield bonds
Quality bonds 4%
Property
Commodities
Hedge
Fund cash 32%
bedlam global equity geographic illustration
Allocation Proportion
UK 27%
Europe 6%
Nth America 21%
Japan 26%
Pacific 8%
Other Equity 12%
bedlam global equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process



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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