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SIP ABERDEEN UK OPPORTUNITIES S7 PF - Fund overview

No Bestinvest rating


Overview of SIP ABERDEEN UK OPPORTUNITIES S7 PF

Managed by Chou Chong on a team approach since September 2002. Around 60 stocks are held with conviction ideas taken from the buy list. Maximum stock positions are 3%, resulting in large underweights in the largest companies in the UK.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  January, 1999
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  15/4, 15/10.
Bid price 123.60p

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 aberdeen uk opportunities s7 pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
sip aberdeen uk opportunities s7 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
sip aberdeen uk opportunities s7 pf equity capitalisation illustration
Allocation Proportion
Large Caps 61%
Mid Caps 28%
Small Caps 11%

Investment process


The Fund aims to maximise long term total return through a portfolio of investments in
UK companies, with an emphasis on stock selection.

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

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