NATIONWIDE UK GROWTH - Fund overview
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Overview of
NATIONWIDE UK GROWTH
This is a large UK fund which appears to have a growth style bias. The management contract was previously outsourced to Schroder Investment Management but from 1 April 2002 management was split equally between Schroders and Fidelity. Although both houses are well known for running active portfolios, this fund appears to be passively managed and is therefore not providing value for money.
Standard Initial Charge
3.00% 3.00%
Fund summary
| Sector |
UK All Companies
|
| Product type |
UNIT TRUST
|
| Launched |
January, 1996
|
| Size |
£392m
|
| Yield |
0.1%
|
| Charging basis |
–
|
| Dividends paid |
–
|
| Bid price |
209.50p |
Fund Charges
|
Standard Initial charge
|
3.00%
|
|
Initial charge via Bestinvest
|
3.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.25%
|
|
Total expense ratio
|
1.60%
|
|
Reduction in yield (10yr)
|
1.90%
|