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EFA ALLENBRIDGE STRATEGIC ALPHA - Fund overview

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Overview of EFA ALLENBRIDGE STRATEGIC ALPHA

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. EFA ALLENBRIDGE STRATEGIC ALPHA does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest to save 3.00%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  Flexible Investment
Product type  OEIC
Launched  July, 2008
Size  £13m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 120.46p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.75%
Reduction in yield (10yr) 2.95%

Bestinvest says


No information available.

Portfolio

efa allenbridge strategic alpha asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds
Property 5%
Commodities 5%
Hedge 10%
Fund cash
efa allenbridge strategic alpha equity geographic illustration
Allocation Proportion
UK 52%
Europe 12%
Nth America 12%
Japan 0%
Pacific 12%
Other Equity 12%
efa allenbridge strategic alpha equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund aims to achieve capital growth by investing in a global portfolio of equities,
fixed interest and cash. The investments will be made through a portfolio of collective investment schemes, transferable securities (including investment trusts), warrants, deposits and money market instruments.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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