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SKANDIA HSBC UK GROWTH AND INCOME £ - Fund overview

No Bestinvest rating

Overview of SKANDIA HSBC UK GROWTH AND INCOME £

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA HSBC UK GROWTH AND INCOME £ does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	October, 2001
Size	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	124.60p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	6.95%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.72%

Bestinvest says

No information available.

Portfolio

skandia hsbc uk growth and income £ asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	2%

skandia hsbc uk growth and income £ equity geographic illustration

Allocation		Proportion

	UK	99%
	Europe	0%
	Nth America	1%
	Japan	0%
	Pacific	0%
	Other Equity	0%

skandia hsbc uk growth and income £ equity capitalisation illustration

Allocation		Proportion

	Large Caps	68%
	Mid Caps	17%
	Small Caps	15%

View all performance data for SKANDIA HSBC UK GROWTH AND INCOME £

Investment process

The Fund invest predominantly in UK equities, fixed interest and other securities and is designed to be a core holding for investors seeking exposure to the UK stock market (as represented by the FTSE All-Share Index) over the long term. It is managed by the HSBC Multimanager team in the UK, who are ultimately responsible for the selection, blending and ongoing monitoring of the UK equity managers selected.

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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