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EFA CLARION PORTFOLIO 7 - Fund overview

Bestinvest rating Unrated


Overview of EFA CLARION PORTFOLIO 7

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. EFA CLARION PORTFOLIO 7 does not fall into either of these categories at present.

Standard Initial Charge

5.00% 

Fund summary

Sector  Global Growth
Product type  UNIT TRUST
Launched  January, 2008
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Cofunds  No
FundsNetwork  No
Bid price(inc) 111.00p
Bid price(acc) 110.92p

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 2.29%
Reduction in yield (10yr) 2.29%

Portfolio

efa clarion portfolio 7 asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
efa clarion portfolio 7 equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 30%
Japan 10%
Pacific 10%
Other Equity 10%
efa clarion portfolio 7 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund aims to achieve its objective by investing in a portfolio of assets which the Investment Adviser considers to be high risk investments specifically targeted for capital growth with the intention of generating medium to long term returns.

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

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