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SWIP EMERGING MARKETS A - Fund overview

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Find rated global emerging markets funds


Overview of SWIP EMERGING MARKETS A

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

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Fund summary

Sector  Global Emerging Markets
Product type  OEIC
Launched  November, 1995
Size  £201m
Yield 1.0%
Charging basis  –
Dividends paid  Acc units only.
Bid price 261.10p 1.20p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.74%
Reduction in yield (10yr) 1.84%

Bestinvest says


No information available.

Portfolio

swip emerging markets a asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 1%
swip emerging markets a equity geographic illustration
Allocation Proportion
UK 0%
Europe 3%
Nth America 0%
Japan 0%
Pacific 38%
Other Equity 59%
swip emerging markets a equity capitalisation illustration
Allocation Proportion
Large Caps 90%
Mid Caps 9%
Small Caps 1%

View all performance data for SWIP EMERGING MARKETS A

Investment process


The fund's objective is to provide long-term capital growth through direct and indirect investment mainly in companies that are quoted or operating primarily in countries deemed by the ACD to be emerging markets.

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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