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ZURICH CAUTIOUS MANAGED EP PF - Fund overview

No Bestinvest rating

Overview of ZURICH CAUTIOUS MANAGED EP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH CAUTIOUS MANAGED EP 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	June, 1999
Size	£6m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	198.70p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

zurich cautious managed ep pf asset allocation illustration

Allocation		Proportion

	Equity	39%
	High yield bonds	0%
	Quality bonds	52%
	Property	0%
	Commodities	–
	Hedge	0%
	Fund cash	9%

zurich cautious managed ep pf equity geographic illustration

Allocation		Proportion

	UK	78%
	Europe	8%
	Nth America	4%
	Japan	4%
	Pacific	4%
	Other Equity	2%

zurich cautious managed ep pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	76%
	Mid Caps	16%
	Small Caps	8%

View all performance data for ZURICH CAUTIOUS MANAGED EP PF

Investment process

The Fund aims to provide capital growth with some income from investment in a portfolio of Threadneedle Investment Funds. The Fund will normally invest internationally but will always invest so as to be eligible as a PEP and ISA investment. The portfolio will normally include a broad spread of growth funds from the Threadneedle range.

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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