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SCW MM BALANCED PORTFOLIO S2 PF - Fund overview

No Bestinvest rating


Overview of SCW MM BALANCED PORTFOLIO S2 PF

A multi-manager product run by Frank Russell falling into the balanced managed sector. Designed to offer investors improved risk adjusted returns through diversification across different investment styles. This structure of product offers a more competitive charging structure relative to fund of fund alternatives.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  January, 2002
Size  £193m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 146.10p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.60%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

scw mm balanced portfolio s2 pf asset allocation illustration
Allocation Proportion
Equity 52%
High yield bonds –
Quality bonds 47%
Property –
Commodities –
Hedge –
Fund cash 1%
scw mm balanced portfolio s2 pf equity geographic illustration
Allocation Proportion
UK 29%
Europe 23%
Nth America 37%
Japan 6%
Pacific 3%
Other Equity 2%
scw mm balanced portfolio s2 pf equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 21%
Small Caps 6%

View all performance data for SCW MM BALANCED PORTFOLIO S2 PF

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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