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PHOENIX SCP HENDERSON EUROPEAN LF - Fund overview

No Bestinvest rating


Overview of PHOENIX SCP HENDERSON EUROPEAN LF

Investing within the larger companies of Europe ex-UK, this fund has lagged its more successful sister fund, the Henderson European Capital Growth Fund.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  February, 1985
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 552.70p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 6.00%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.62%

Bestinvest says


No information available.

Portfolio

phoenix scp henderson european lf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
phoenix scp henderson european lf equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
phoenix scp henderson european lf equity capitalisation illustration
Allocation Proportion
Large Caps 92%
Mid Caps 7%
Small Caps 1%

Investment process


The fund aims to provide capital growth by investing mainly within European companies, excluding the UK. The portfolio tends to have a bias to larger companies.

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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