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SWIP FINANCIAL A - Fund overview

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Overview of SWIP FINANCIAL A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP FINANCIAL A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 1.00%

Invest via Bestinvest

to save 4.00%

Find out how to invest

Fund summary

Sector  Specialist
Product type  OEIC
Launched  November, 1970
Size  £12m
Yield 1.7%
Charging basis  –
Dividends paid  28/2.
Bid price 1,770.00p 7.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.78%

Bestinvest says


No information available.

Portfolio

swip financial a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
swip financial a equity geographic illustration
Allocation Proportion
UK 55%
Europe 30%
Nth America 10%
Japan 0%
Pacific 5%
Other Equity 0%
swip financial a equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 23%
Small Caps 5%

View all performance data for SWIP FINANCIAL A

Investment process


The aim of this Fund is to provide competitive long-term growth through direct and indirect investment principally in securities issued by UK and overseas financial institutions such as banking, insurance, financial services and property companies, and investment trusts.

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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