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SCOTTISH EQUITABLE BALANCED LIFESTYLE SPF - Fund overview

No Bestinvest rating


Overview of SCOTTISH EQUITABLE BALANCED LIFESTYLE SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH EQUITABLE BALANCED LIFESTYLE SPF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  April, 2001
Size  £1,621m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 136.77p

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

scottish equitable balanced lifestyle spf asset allocation illustration
Allocation Proportion
Equity 77%
High yield bonds –
Quality bonds 15%
Property –
Commodities –
Hedge –
Fund cash 8%
scottish equitable balanced lifestyle spf equity geographic illustration
Allocation Proportion
UK 72%
Europe 12%
Nth America 8%
Japan 4%
Pacific 4%
Other Equity 0%
scottish equitable balanced lifestyle spf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SCOTTISH EQUITABLE BALANCED LIFESTYLE SPF

Investment process


No information available.

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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