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SJP WORLDWIDE MANAGED PF - Fund overview

No Bestinvest rating

Overview of SJP WORLDWIDE MANAGED PF

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

Standard Initial Charge

0.00% –

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 2007
Size	£713m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price(inc)	84.60p
Bid price(acc)	100.80p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	5.05%
Annual management charge	0.75%
Total expense ratio	0.75%
Reduction in yield (10yr)	1.26%

Bestinvest says

No information available.

Portfolio

sjp worldwide managed pf asset allocation illustration

Allocation		Proportion

	Equity	85%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	15%

sjp worldwide managed pf equity geographic illustration

Allocation		Proportion

	UK	10%
	Europe	30%
	Nth America	40%
	Japan	10%
	Pacific	–
	Other Equity	10%

sjp worldwide managed pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SJP WORLDWIDE MANAGED PF

Investment process

The investment objective is to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments.

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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