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SIP HENDERSON NORTH AMERICAN S7 PF - Fund overview

No Bestinvest rating

Overview of SIP HENDERSON NORTH AMERICAN S7 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SIP HENDERSON NORTH AMERICAN 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	31/12.
Bid price	107.90p

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 north american s7 pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	4%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	-1%

sip henderson north american s7 pf equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	0%
	Nth America	100%
	Japan	0%
	Pacific	0%
	Other Equity	0%

sip henderson north american s7 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	82%
	Mid Caps	14%
	Small Caps	4%

View all performance data for SIP HENDERSON NORTH AMERICAN S7 PF

Investment process

The Fund aims to provide consistent capital growth relative to the FTSE World North America Index (or such other index as may from time to time replace it) through investing primarily in North American companies. There are no restrictions on the size of the companies in which the Fund may invest. The Fund aims to provide an annual return above that of the FTSE World North America Index, whilst controlling risk.

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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