EFA CLARION PORTFOLIO 5 - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
EFA CLARION PORTFOLIO 5
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. EFA CLARION PORTFOLIO 5 does not fall into either of these categories at present.
Standard Initial Charge
5.00% –
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
UNIT TRUST
|
| Launched |
January, 2008
|
| Size |
£12m
|
| Yield |
0.5%
|
| Charging basis |
–
|
| Dividends paid |
–
|
| Bid price(inc) |
114.98p |
| Bid price(acc) |
117.48p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
–
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
2.25%
|
|
Reduction in yield (10yr)
|
2.25%
|