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EEA LIFE SETTLEMENTS B GBP - Fund overview

Bestinvest rating Unrated


Overview of EEA LIFE SETTLEMENTS B GBP

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

Standard Initial Charge

5.00% 0.50%

Fund summary

Sector  –
Product type  OFFSHORE FUND (DISTRIBUTOR)
Launched  September, 2006
Size  £407m
Yield 13.5%
Charging basis  –
Dividends paid  –
Cofunds  No
FundsNetwork  No
Bid price 10,067.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.55%

There is a performance fee payable above 8% net return per annum

Portfolio

eea life settlements b gbp asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The investment objective of the EEA Life Settlement Fund is to provide a benchmark 8% annual net return to investors on a stable long-term basis, with the prospect of total target net returns of 9% to 10% per annum.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

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