020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
Fund search

PFS PAN BALANCED A - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of PFS PAN BALANCED A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PFS PAN BALANCED A does not fall into either of these categories at present.

Standard Initial Charge

3.00% –

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  March, 2010
Size  £17m
Yield 8.1%
Charging basis  –
Dividends paid  May
Bid price 98.55p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 0.90%
Total expense ratio 0.90%
Reduction in yield (10yr) 0.90%

Bestinvest says


No information available.

Portfolio

pfs pan balanced a asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds –
Quality bonds 12%
Property –
Commodities –
Hedge –
Fund cash –
pfs pan balanced a equity geographic illustration
Allocation Proportion
UK 48%
Europe 11%
Nth America 11%
Japan 10%
Pacific 10%
Other Equity 10%
pfs pan balanced a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for PFS PAN BALANCED A

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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

Version: 4.0.43