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IFSL BARCLAYS FTSE 100 TREND 80 A GBP - Fund overview

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Overview of IFSL BARCLAYS FTSE 100 TREND 80 A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFSL BARCLAYS FTSE 100 TREND 80 A GBP does not fall into either of these categories at present.

Standard Initial Charge

4.00% –

Fund summary

Sector	Protected
Product type	OEIC
Launched	September, 2010
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	94.97p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.15%
Total expense ratio	1.15%
Reduction in yield (10yr)	1.15%

Bestinvest says

No information available.

Portfolio

ifsl barclays ftse 100 trend 80 a gbp asset allocation illustration

Allocation		Proportion

	Equity	80%
	High yield bonds	–
	Quality bonds	20%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

ifsl barclays ftse 100 trend 80 a gbp equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

ifsl barclays ftse 100 trend 80 a gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for IFSL BARCLAYS FTSE 100 TREND 80 A GBP

Investment process

The fund aims to to provide investors with a positive return linked to the performance of FTSE 100 TR and protect at least 80% of the highest NAV per share since launch. This is done by using a strategy to determine whether the fund has a long or short exposure to the FTSE 100 TR Index.

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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