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PSIGMA INCOME - Fund overview

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Overview of PSIGMA INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PSIGMA INCOME 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  UK Equity Income
Product type  UNIT TRUST
Launched  April, 2007
Size  £132m
Yield 4.9%
Charging basis  Capital
Dividends paid  31/5, 30/11
Bid price(inc) 67.68p
Bid price(acc) 85.74p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.80%
Annual management charge 1.50%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.81%

Bestinvest says


No information available.

Portfolio

psigma income asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 7%
psigma income equity geographic illustration
Allocation Proportion
UK 99%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
psigma income equity capitalisation illustration
Allocation Proportion
Large Caps 69%
Mid Caps 20%
Small Caps 11%

View all performance data for PSIGMA INCOME

Investment process


The objective of the Fund is to achieve a reasonable and rising income together with long-term capital growth. The Fund intends to invest primarily in UK companies but may invest internationally.

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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