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PSIGMA UK GROWTH - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of PSIGMA UK GROWTH

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

Standard Initial Charge

5.00% 0.50%

Invest via Bestinvest

to save 4.50%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  September, 2007
Size  £3m
Yield 1.5%
Charging basis  –
Dividends paid  28/2, 31/8.
Bid price(inc) 107.46p
Bid price(acc) 117.03p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 1.31%
Annual management charge 1.50%
Total expense ratio 1.95%
Reduction in yield (10yr) 2.13%

Bestinvest says


No information available.

Portfolio

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

Investment process


Fund looking to achieve above average yield with long-term capital growth by principally investing in a broad range of UK companies

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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