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PREMIER SENTINEL UNIVERSAL PORTFOLIO - Fund overview

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Overview of PREMIER SENTINEL UNIVERSAL PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PREMIER SENTINEL UNIVERSAL PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

5.27% 2.27%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  May, 2008
Size  £84m
Yield 0.0%
Charging basis  Income
Dividends paid  31/03, 30/11
Bid price(inc) 111.01p
Bid price(acc) 111.82p

Fund Charges

Standard Initial charge 5.27%
Initial charge via Bestinvest 2.27%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.19%
Reduction in yield (10yr) 2.41%

Bestinvest says


No information available.

Portfolio

premier sentinel universal portfolio asset allocation illustration
Allocation Proportion
Equity 35%
High yield bonds
Quality bonds 1%
Property
Commodities
Hedge 1%
Fund cash 63%
premier sentinel universal portfolio equity geographic illustration
Allocation Proportion
UK 37%
Europe 12%
Nth America 12%
Japan 12%
Pacific 12%
Other Equity 15%
premier sentinel universal portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund is looking for capital growth by investing mainly in units of collective
investment schemes. The Fund may also invest in equities, fixed interest securities, money market instruments, structured products and other derivative instruments, deposits, warrants, cash and near cash.

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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