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CF WALKER CRIPS SELECT INCOME - Fund overview

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Find rated mixed investment 20-60% shares funds

Overview of CF WALKER CRIPS SELECT INCOME

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

Standard Initial Charge

4.50% 1.50%

Fund summary

Sector	Mixed Investment 20-60% Shares
Product type	UNIT TRUST
Launched	January, 2000
Size	£7m
Yield	3.6%
Charging basis	–
Dividends paid	–
Bid price(inc)	103.61p
Bid price(acc)	154.06p

Fund Charges

Standard Initial charge	4.50%
Initial charge via Bestinvest	1.50%
Additional bid/offer spread	0.14%
Annual management charge	1.50%
Total expense ratio	2.81%
Reduction in yield (10yr)	2.97%

Bestinvest says

No information available.

Portfolio

cf walker crips select income asset allocation illustration

Allocation		Proportion

	Equity	64%
	High yield bonds	–
	Quality bonds	30%
	Property	3%
	Commodities	–
	Hedge	–
	Fund cash	3%

cf walker crips select income equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

cf walker crips select income equity capitalisation illustration

Allocation		Proportion

	Large Caps	31%
	Mid Caps	25%
	Small Caps	44%

View all performance data for CF WALKER CRIPS SELECT INCOME

Investment process

The fund aims to provide holders with a combination of high income and the prospect for modest capital growth by investing predominantly in unit trusts.

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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