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INSYNERGY NEW WORLD EQUITY INCOME - Fund overview

No Bestinvest rating


Overview of INSYNERGY NEW WORLD EQUITY INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. INSYNERGY NEW WORLD EQUITY INCOME does not fall into either of these categories at present.

Standard Initial Charge

5.25% 2.25%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  June, 2011
Size  £11m
Yield 0.0%
Charging basis  –
Dividends paid  31/03, 30/06, 30/09, 31/12
Bid price(inc) 778.00p
Bid price(acc) 795.00p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 2.25%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 2.00%
Reduction in yield (10yr) 2.22%

Bestinvest says


No information available.

Portfolio

insynergy new world equity income asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
insynergy new world equity income equity geographic illustration
Allocation Proportion
UK –
Europe –
Nth America –
Japan –
Pacific 48%
Other Equity 52%
insynergy new world equity income equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for INSYNERGY NEW WORLD EQUITY INCOME

Investment process


The investment objective of the Fund is to achieve a combination of income and long-term growth by investing in a portfolio of global emerging market equity and equity-related securities with an emphasis on achieving a maximum total return.

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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