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EQUITABLE FUND OF INVESTMENT TRUSTS SPF - Fund overview

No Bestinvest rating


Overview of EQUITABLE FUND OF INVESTMENT TRUSTS SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. EQUITABLE FUND OF INVESTMENT TRUSTS SPF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  March, 2000
Size  £43m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 150.80p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 0.90%
Total expense ratio 0.90%
Reduction in yield (10yr) 0.90%

Bestinvest says


No information available.

Portfolio

equitable fund of investment trusts spf asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 4%
equitable fund of investment trusts spf equity geographic illustration
Allocation Proportion
UK 57%
Europe 11%
Nth America 12%
Japan 7%
Pacific 10%
Other Equity 3%
equitable fund of investment trusts spf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for EQUITABLE FUND OF INVESTMENT TRUSTS SPF

Investment process


No information available.

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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