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SCWI BLACKROCK MANAGED S3 SPF - Fund overview

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Overview of SCWI BLACKROCK MANAGED S3 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCWI BLACKROCK MANAGED S3 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	£57m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	123.90p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	0.00%
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

scwi blackrock managed s3 spf asset allocation illustration

Allocation		Proportion

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

scwi blackrock managed s3 spf equity geographic illustration

Allocation		Proportion

	UK	61%
	Europe	13%
	Nth America	10%
	Japan	6%
	Pacific	5%
	Other Equity	5%

scwi blackrock managed s3 spf equity capitalisation illustration

Allocation		Proportion

	Large Caps	75%
	Mid Caps	13%
	Small Caps	12%

View all performance data for SCWI BLACKROCK MANAGED S3 SPF

Investment process

The objective is a balance between long-term capital growth and a reasonable level of income (Oct 99 yield 2%, bonds content c15%). It provides a global investment strategy, but with an emphasis on leading UK companies (UK content within 50-75%). The portfolio reflects the asset allocation adopted by Mercury for its UK-based clients.

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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