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F&C LIFESTYLE GROWTH - Fund overview

Bestinvest rating Unrated


Overview of F&C LIFESTYLE GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C LIFESTYLE GROWTH 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  £38m
Yield 1.1%
Charging basis  INCOME
Dividends paid  Acc. units only
Cofunds  Yes
FundsNetwork  Yes
Bid price 97.92p

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 2.83%
Reduction in yield (10yr) 2.83%

Portfolio

f&c lifestyle growth asset allocation illustration
Allocation Proportion
Equity 85%
High yield bonds
Quality bonds 8%
Property 2%
Commodities
Hedge
Fund cash 5%
f&c lifestyle growth equity geographic illustration
Allocation Proportion
UK 57%
Europe 8%
Nth America 11%
Japan 6%
Pacific 7%
Other Equity 11%
f&c lifestyle growth equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund will invest in UK equities with the balance split between the major international markets and emerging markets with an allocation to UK corporate bonds and a small allocation to property, 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 investment exposures.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

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