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IFSL PRIVALTO STABILISER PLUS PROTECTED R - Fund overview

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Overview of IFSL PRIVALTO STABILISER PLUS PROTECTED R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFSL PRIVALTO STABILISER PLUS PROTECTED R does not fall into either of these categories at present.

Standard Initial Charge

0.00% 

Fund summary

Sector  Protected
Product type  OEIC
Launched  September, 2008
Size  £16m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 100.42p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Total expense ratio 0.75%
Reduction in yield (10yr) 0.75%

Bestinvest says


No information available.

Portfolio

ifsl privalto stabiliser plus protected r asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


Investment term starts 15th December 2008. Maturity date is 15th December 2014.
OEIC that functions in the same way as a capital protected equity linked plan. Initial investment is fully protected at maturity. Capital growth is equal to 180% on any growth in BNP Paribas Millennium 10 Europe Excess Return Index.

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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