SCOTTISH WIDOWS OPPORTUNITIES PORTFOLIO A - Fund overview
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Overview of
SCOTTISH WIDOWS OPPORTUNITIES PORTFOLIO A
A multi-manager equity oriented fund run by Frank Russell Co., structured to offer investors improved risk adjusted returns through diversification across different investment styles. This product offers a more competitive charging structure relative to similar alternatives. Note that this fund's weighting in bonds, means that its IMA benchmark (Global) is not wholly representative and so may distort performance comparisons.
Standard Initial Charge
5.00% 0.25%
Fund summary
| Sector |
Global
|
| Product type |
OEIC
|
| Launched |
January, 2002
|
| Size |
£86m
|
| Yield |
0.4%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
117.20p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.25%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
2.00%
|
|
Total expense ratio
|
2.00%
|
|
Reduction in yield (10yr)
|
2.02%
|