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PSIGMA BALANCED R - Fund overview

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


Overview of PSIGMA BALANCED R

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

Standard Initial Charge

5.25% 0.50%

Invest via Bestinvest

to save 4.75%

Find out how to invest

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  September, 2008
Size  £16m
Yield 0.5%
Charging basis  –
Dividends paid  Acc units only
Bid price 117.15p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.05%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.55%

Bestinvest says


No information available.

Portfolio

psigma balanced r asset allocation illustration
Allocation Proportion
Equity 59%
High yield bonds 1%
Quality bonds 8%
Property 4%
Commodities 3%
Hedge 9%
Fund cash 16%
psigma balanced r equity geographic illustration
Allocation Proportion
UK 45%
Europe 10%
Nth America 16%
Japan 11%
Pacific 8%
Other Equity 10%
psigma balanced r equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 23%
Small Caps 20%

View all performance data for PSIGMA BALANCED R

Investment process


The fund is looking to achieve long term capital growth by investing in Collective Investment Schemes, Unit Trusts, OEIC's, Investment Trusts, Hedge Fund of Funds and Exchange Traded Funds.

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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