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SIP HENDERSON ACTIVE PORTFOLIO S7 PF - Fund overview

No Bestinvest rating

Overview of SIP HENDERSON ACTIVE PORTFOLIO S7 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SIP HENDERSON ACTIVE PORTFOLIO S7 PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	February, 2007
Size	£7m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	88.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.00%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	82%
	High yield bonds	–
	Quality bonds	0%
	Property	–
	Commodities	0%
	Hedge	–
	Fund cash	18%

sip henderson active portfolio s7 pf equity geographic illustration

Allocation		Proportion

	UK	48%
	Europe	10%
	Nth America	13%
	Japan	0%
	Pacific	9%
	Other Equity	20%

sip henderson active portfolio s7 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	49%
	Mid Caps	32%
	Small Caps	19%

View all performance data for SIP HENDERSON ACTIVE PORTFOLIO S7 PF

Investment process

The fund aims to achieve maximum total return by investing in an internationally diversified portfolio of other unit trusts.

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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