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FL (EX AXA) BGI MANAGED CONSENSUS PF - Fund overview

No Bestinvest rating


Overview of FL (EX AXA) BGI MANAGED CONSENSUS PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL (EX AXA) BGI MANAGED CONSENSUS PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 

Fund summary

Sector  –
Product type  PENSION FUND
Launched  May, 2007
Size  £5m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 217.70p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.03%
Reduction in yield (10yr) 1.03%

Bestinvest says


No information available.

Portfolio

fl (ex axa) bgi managed consensus pf asset allocation illustration
Allocation Proportion
Equity 86%
High yield bonds
Quality bonds 7%
Property
Commodities
Hedge
Fund cash 7%
fl (ex axa) bgi managed consensus pf equity geographic illustration
Allocation Proportion
UK 53%
Europe 20%
Nth America 12%
Japan 8%
Pacific 7%
Other Equity
fl (ex axa) bgi managed consensus pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


To provide consistent investment performance in line with the average UK pension fund and to avoid any violent swings between the upper and lower ends of the pension fund performance league tables.

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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