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CAVENDISH WORLDWIDE - Fund overview

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Overview of CAVENDISH WORLDWIDE

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CAVENDISH WORLDWIDE does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Flexible Investment
Product type  OEIC
Launched  July, 1994
Size  £65m
Yield 1.1%
Charging basis  –
Dividends paid  –
Bid price 226.20p -1.10p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.66%
Reduction in yield (10yr) 1.66%

Bestinvest says


No information available.

Portfolio

cavendish worldwide asset allocation illustration
Allocation Proportion
Equity 89%
High yield bonds
Quality bonds 5%
Property
Commodities
Hedge
Fund cash 6%
cavendish worldwide equity geographic illustration
Allocation Proportion
UK 28%
Europe 20%
Nth America 16%
Japan 3%
Pacific 16%
Other Equity 17%
cavendish worldwide equity capitalisation illustration
Allocation Proportion
Large Caps 49%
Mid Caps 19%
Small Caps 32%

Investment process


The fund's objective is to achieve long-term capital growth and it aims to invest mainly in blue chip equity securities in any part of the world without restriction on economic sectors of investment.

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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