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HENDERSON MULTI-MANAGER DISTRIBUTION A - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of HENDERSON MULTI-MANAGER DISTRIBUTION A

Fund of internal and external funds, investing in both equities and fixed interest securities mainly in the UK. The equity portion will not exceed 60% of the portfolio.

Standard Initial Charge

5.25% 1.00%

Invest via Bestinvest

to save 4.25%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  March, 2001
Size  £198m
Yield 3.0%
Charging basis  –
Dividends paid  23/1, 23/4, 23/7 and 23/10.
Bid price 111.00p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.38%
Reduction in yield (10yr) 2.48%

Bestinvest says


No information available.

Portfolio

henderson multi-manager distribution a asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds 0%
Quality bonds 27%
Property
Commodities 4%
Hedge
Fund cash 19%
henderson multi-manager distribution a equity geographic illustration
Allocation Proportion
UK 86%
Europe 4%
Nth America 7%
Japan 3%
Pacific 0%
Other Equity 0%
henderson multi-manager distribution a equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 18%
Small Caps 7%

Investment process


A fund of funds with the objective to provide an income slightly in excess of the FTSE All Share Index with the prospect of capital growth. It is able to invest in any sectors and trusts investing outside the UK. However, a core exposure to the UK will be maintained. Target yield will be 5.1%.

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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