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IFSL BESTINVEST GROWTH PORTFOLIO I - Fund overview

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Overview of IFSL BESTINVEST GROWTH PORTFOLIO I

This a multi-asset fund with a bias to equities including overseas equities which is managed on a team basis by Bestinvest Research. The objective is to deliver capital growth over the long term.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  April, 2008
Size  £179m
Yield 1.1%
Charging basis  INCOME
Dividends paid  30/4, 31/10.
Bid price(inc) 111.80p
Bid price(acc) 115.80p

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 1.84%
Reduction in yield (10yr) 1.84%

Bestinvest says


No information available.

Portfolio

ifsl bestinvest growth portfolio i asset allocation illustration
Allocation Proportion
Equity 56%
High yield bonds 7%
Quality bonds 10%
Property 4%
Commodities 3%
Hedge 8%
Fund cash 12%
ifsl bestinvest growth portfolio i equity geographic illustration
Allocation Proportion
UK 41%
Europe 13%
Nth America 18%
Japan 8%
Pacific 14%
Other Equity 6%
ifsl bestinvest growth portfolio i equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 17%
Small Caps 8%

View all performance data for IFSL BESTINVEST GROWTH PORTFOLIO I

Investment process


The objective of the fund is to deliver capital growth over the longer term. The assets of the fund are managed with exposure to one or more of the following asset classes: collective investment schemes (both regulated and unregulated, including but not restricted to certain hedge funds where investment in such fund would be consistent with the Fund's investment objective and policy), investment trusts, investment companies, fixed income securities, equities, immovable property, cash, near cash and deposits. The Fund may also invest in other transferable securities and money market instruments.
Asset allocation is set by Bestinvest's Asset Allocation Committee on a quarterly basis and the fund's underlying investments are selected by the Analyst team and represent their best ideas within each asset/geographic category.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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