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ZURICH (EX EAGLE STAR) WITH PROFITS PF - Fund overview

Bestinvest rating Unrated


Overview of ZURICH (EX EAGLE STAR) WITH PROFITS PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH (EX EAGLE STAR) WITH PROFITS PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  January, 1991
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Cofunds  No
FundsNetwork  No
Bid price 340.90p 0.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.02%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.51%

Portfolio

zurich (ex eagle star) with profits pf asset allocation illustration
Allocation Proportion
Equity 47%
High yield bonds
Quality bonds 34%
Property 17%
Commodities
Hedge
Fund cash 2%
zurich (ex eagle star) with profits pf equity geographic illustration
Allocation Proportion
UK 91%
Europe 6%
Nth America 3%
Japan 0%
Pacific 0%
Other Equity 0%
zurich (ex eagle star) with profits pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

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