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FL ANNUITY PROTECTOR NGP PF - Fund overview

No Bestinvest rating


Overview of FL ANNUITY PROTECTOR NGP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FL ANNUITY PROTECTOR NGP PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  September, 1999
Size  £381m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 223.90p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

fl annuity protector ngp pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 97%
Property
Commodities
Hedge
Fund cash 3%

No data available.

No data available.

Investment process


The fund invests mainly in longer-dated British Government gilt-edged stocks but may also invest in UK and overseas company bonds. It aims to provide protection against falls in annuity income rates. It does this by matching the investments as closely as possible to the cost of buying an annuity. As annuity income rates fall, the cost of buying an annuity rises and the investments should rise broadly in line. As annuity income rates rise, the cost of buying an annuity falls and the investments should fall broadly in line. This fund doesn’t offer any guarantees.

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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