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PSIGMA GLOBAL EQUITY R - Fund overview

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Overview of PSIGMA GLOBAL EQUITY R

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

Standard Initial Charge

5.25% 0.50%

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to save 4.75%

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Fund summary

Sector  Global
Product type  UNIT TRUST
Launched  June, 2011
Size  £22m
Yield 0.0%
Charging basis  –
Dividends paid  Acc. units only
Bid price 88.96p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.27%
Annual management charge 1.50%
Total expense ratio 1.70%
Reduction in yield (10yr) 1.78%

Bestinvest says


No information available.

Portfolio

psigma global equity r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
psigma global equity r equity geographic illustration
Allocation Proportion
UK –
Europe 38%
Nth America 32%
Japan –
Pacific 29%
Other Equity 1%
psigma global equity r equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for PSIGMA GLOBAL EQUITY R

Investment process


To achieve long-term capital growth by investing primarily in equities in any economic sector and admitted to trading on stock markets anywhere in the world. The Fund may also invest in other transferrable securities, units in collective investment schemes and other investments to the extent permitted by the Fund's investment powers and restrictions and the FSA rules applicable from time to time.

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.

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