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SIP PSIGMA INCOME S7 PF - Fund overview

No Bestinvest rating


Overview of SIP PSIGMA INCOME S7 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SIP PSIGMA INCOME 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  March, 2007
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 89.10p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.22%
Reduction in yield (10yr) 1.22%

Bestinvest says


No information available.

Portfolio

sip psigma income s7 pf asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 7%
sip psigma income s7 pf equity geographic illustration
Allocation Proportion
UK 99%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
sip psigma income s7 pf equity capitalisation illustration
Allocation Proportion
Large Caps 69%
Mid Caps 20%
Small Caps 11%

Investment process


The objective of the Fund is to achieve a reasonable and rising income together with long-term capital growth. The Fund intends to invest primarily in UK companies but may invest internationally.

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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