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MARKS & SPENCER UK 100 COMPANIES - Fund overview

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Overview of MARKS & SPENCER UK 100 COMPANIES

This M&S Financial Services product tracks the narrow FTSE 100 index of UK blue chips. The tracking is undertaken by BGI, acknowledged experts in the field, who have produced satisfactory performance. However, this product is inferior on charges as the management fee on rival Footsie trackers are considerably less.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  May, 1995
Size  £267m
Yield 3.0%
Charging basis  –
Dividends paid  30/4, 31/10.
Bid price(inc) 157.20p
Bid price(acc) 225.30p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

marks & spencer uk 100 companies asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
marks & spencer uk 100 companies equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
marks & spencer uk 100 companies equity capitalisation illustration
Allocation Proportion
Large Caps 94%
Mid Caps 6%
Small Caps 0%

Investment process


The aim is to achieve medium to long term growth by tracking the FTSE 100 index.
The index-tracking is undertaken by BGI (Barclays Global Investors) who are the acknowledged experts, and the largest player, in this field.

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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