020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

SIP GARTMORE PACIFIC OPPORTUNITIES S7 PF - Fund overview

No Bestinvest rating


Overview of SIP GARTMORE PACIFIC OPPORTUNITIES S7 PF

The fund is managed by the Gartmore Quantitative Strategies team, which uses Gartmore's in house quant selection process. The process looks into valuations and earnings expectations to identify attractive stocks, but the managers have the final say over stock selection. The mandate invests in the Indian subcontinent, the Orient and Australasia, but will not invest in Japan.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  June, 2000
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  31/1, 31/7.
Bid price 164.40p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

sip gartmore pacific opportunities s7 pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
sip gartmore pacific opportunities s7 pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific 100%
Other Equity 0%
sip gartmore pacific opportunities s7 pf equity capitalisation illustration
Allocation Proportion
Large Caps 82%
Mid Caps 14%
Small Caps 4%

Investment process


The objective of the fund is to achieve long-term capital growth from an actively managed portfolio of equities and related investments of companies participating in the economies of the Pacific Basin and the Far East (ex. Japan). Income yield is considered secondary and likely to be minimal.
The fund is managed along the standard Gartmore lines of seeking to identify unexpected earnings growth, which the manager feels is more prevalent within the Pacific basin due to the lack of research carried out within this region. The fund is essentially managed on an asset allocation basis, where the economic growth prospects of the various countries are balanced by individual stock selection, the companies’ marketability and the need to maintain a high degree of diversification.

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

Version: 4.1.2