020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

SCOTTISH EQUITABLE SG BALANCED MANAGED PF - Fund overview

No Bestinvest rating


Overview of SCOTTISH EQUITABLE SG BALANCED MANAGED PF

Managed fund of internal funds, where holdings are generally determined by the asset allocation committee.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  April, 2000
Size  £498m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 121.97p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 5.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.51%

Bestinvest says


No information available.

Portfolio

scottish equitable sg balanced managed pf asset allocation illustration
Allocation Proportion
Equity 82%
High yield bonds –
Quality bonds 12%
Property –
Commodities –
Hedge –
Fund cash 6%
scottish equitable sg balanced managed pf equity geographic illustration
Allocation Proportion
UK 65%
Europe 11%
Nth America 12%
Japan 6%
Pacific 4%
Other Equity 2%
scottish equitable sg balanced managed pf equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 16%
Small Caps 17%

View all performance data for SCOTTISH EQUITABLE SG BALANCED MANAGED PF

Investment process


The objective of the fund is to provide capital growth over the long term. Managed fund of internal retail and institutional funds. Asset allocation will be decided by the groups committee chaired by John Richards.

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

Version: 4.1.2