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FAMILY BALANCED INTERNATIONAL B - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of FAMILY BALANCED INTERNATIONAL B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FAMILY BALANCED INTERNATIONAL B does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  April, 2009
Size  £108m
Yield 0.8%
Charging basis  –
Dividends paid  –
Bid price 105.40p -0.30p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.20%

Bestinvest says


No information available.

Portfolio

family balanced international b asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds 17%
Property
Commodities
Hedge 3%
Fund cash
family balanced international b equity geographic illustration
Allocation Proportion
UK 77%
Europe 11%
Nth America 5%
Japan 2%
Pacific 3%
Other Equity 2%
family balanced international b equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

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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