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Bestinvest rating
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Approximately 18% exposure to the Eurostoxx 50 index, approx 3% exposure to the derivative overlay strategy, the remainder of the portfolio is structured to provide a capital return equivalent to the prevailing Sterling LIBOR rate.
This fund is managed within tight constraints, however due to its structure, a benchmark that fully reflects this fund is unavailable.
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.
Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only
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