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MARTIN CURRIE GLOBAL ENERGY A - Fund overview

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Overview of MARTIN CURRIE GLOBAL ENERGY A

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  March, 2009
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  April
Bid price 113.90p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

martin currie global energy a asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds
Quality bonds
Property
Commodities 100%
Hedge
Fund cash
martin currie global energy a equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 20%
Japan
Pacific 20%
Other Equity 20%
martin currie global energy a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


A portfolio of 30-50 stocks actively traded. Maximum position of +7%.

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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