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CLERICAL MEDICAL INVESCO PERPETUAL UK AGGRESSIVE PF - Fund overview

No Bestinvest rating


Overview of CLERICAL MEDICAL INVESCO PERPETUAL UK AGGRESSIVE PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CLERICAL MEDICAL INVESCO PERPETUAL UK AGGRESSIVE PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  PENSION FUND
Launched  January, 2005
Size  £15m
Yield 0.0%
Charging basis  –
Dividends paid  Acc only
Bid price 137.60p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 4.97%
Annual management charge 1.85%
Total expense ratio 1.85%
Reduction in yield (10yr) 2.35%

Bestinvest says


No information available.

Portfolio

clerical medical invesco perpetual uk aggressive pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 1%
Property 0%
Commodities
Hedge
Fund cash -1%
clerical medical invesco perpetual uk aggressive pf equity geographic illustration
Allocation Proportion
UK 93%
Europe 5%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 2%
clerical medical invesco perpetual uk aggressive pf equity capitalisation illustration
Allocation Proportion
Large Caps 68%
Mid Caps 24%
Small Caps 8%

Investment process


The fund aims to achieve long-term capital growth through a portfolio of primarily UK listed securities, although investment may occasionally be made in securities of companies with significant sources of profit from, or close economic links with, the UK. The fund will normally hold a concentrated portfolio of stocks, there are no relative index constraints.
A fundamental assessment, notably that of company management, is key to the process. Additionally the approach will try to identify reasons for stock under valuation, such as underestimated growth potential, management changes, or out of favour sectors. Stocks will be ruthlessly sold if fundamentals change.

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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