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IFDS OMNIS DISTRIBUTION A - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of IFDS OMNIS DISTRIBUTION A

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

Standard Initial Charge

5.00% 

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  March, 2009
Size  £1m
Yield 4.6%
Charging basis  CAPITAL
Dividends paid  31/03, 30/06, 30/09, 31/12
Bid price(inc) 125.48p
Bid price(acc) 141.25p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 2.25%
Reduction in yield (10yr) 2.25%

Bestinvest says


No information available.

Portfolio

ifds omnis distribution a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
ifds omnis distribution a equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
ifds omnis distribution a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The funds objective is to provide a growing source of distributable income from investing into fixed interest, equity and other income generating securities, without reducing the purchasing power of the capital over the medium to longer term.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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