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FL (EX AXA) JPM GLOBAL PF - Fund overview

No Bestinvest rating

Overview of FL (EX AXA) JPM GLOBAL PF

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

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 2002
Size	£7m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	169.80p

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	1.88%
Reduction in yield (10yr)	1.88%

Bestinvest says

No information available.

Portfolio

fl (ex axa) jpm global pf asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	2%

fl (ex axa) jpm global pf equity geographic illustration

Allocation		Proportion

	UK	14%
	Europe	25%
	Nth America	46%
	Japan	4%
	Pacific	9%
	Other Equity	2%

fl (ex axa) jpm global pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	87%
	Mid Caps	8%
	Small Caps	5%

View all performance data for FL (EX AXA) JPM GLOBAL PF

Investment process

The objective of the fund is to provide capital growth over the long term by investing throughout the world in any economic sector.

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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