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F&C LIFESTYLE DEFENSIVE - Fund overview

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Overview of F&C LIFESTYLE DEFENSIVE

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C LIFESTYLE DEFENSIVE does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

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Fund summary

Sector  Unclassified
Product type  OEIC
Launched  March, 2007
Size  £105m
Yield 3.5%
Charging basis  INCOME
Dividends paid  –
Bid price(inc) 100.60p
Bid price(acc) 88.88p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.56%
Reduction in yield (10yr) 2.56%

Bestinvest says


No information available.

Portfolio

f&c lifestyle defensive asset allocation illustration
Allocation Proportion
Equity 44%
High yield bonds –
Quality bonds 32%
Property 19%
Commodities –
Hedge –
Fund cash 5%
f&c lifestyle defensive equity geographic illustration
Allocation Proportion
UK 63%
Europe 7%
Nth America 23%
Japan 7%
Pacific –
Other Equity –
f&c lifestyle defensive equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for F&C LIFESTYLE DEFENSIVE

Investment process


The Fund will invest in UK equities and corporate bonds with some exposure to property and non-UK equities, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and collective investment schemes and may use derivatives to increase, maintain and reduce its investment exposures.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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