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SIP HENDERSON EUROPEAN SMALLER COMPANIES S7 PF - Fund overview

No Bestinvest rating


Overview of SIP HENDERSON EUROPEAN SMALLER COMPANIES S7 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SIP HENDERSON EUROPEAN SMALLER COMPANIES S7 PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  September, 2001
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  31/8.
Bid price 208.40p

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 henderson european smaller companies s7 pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 0%
sip henderson european smaller companies s7 pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
sip henderson european smaller companies s7 pf equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 15%
Small Caps 85%

Investment process


The fund's objective is to provide capital growth by investing primarily in European smaller companies, excluding the United Kingdom. This fund invests in European companies in the bottom 25% of their markets in terms of market capitalisation. The fund managers look for companies with strong competitive positions and good long term potential. A key focus is on sustainability of returns and business strategy to ensure that a company is well positioned to defend its margins. The fund takes committed positions in a concentrated portfolio that may include emerging Europe equities.

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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