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SCW MM PROGRESSIVE PORTFOLIO S2 PF - Fund overview

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Overview of SCW MM PROGRESSIVE PORTFOLIO S2 PF

A multi-manager fund run by Frank Russell, strucutured to offer investors improved risk adjusted returns through diversification across different investment styles. This product offers a more competitive charging structure relative to fund of fund alternatives. The fund's peer group is the IMA Balanced Managed Sector.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 2002
Size	£122m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	136.40p

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

Allocation		Proportion

	Equity	75%
	High yield bonds	–
	Quality bonds	24%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

scw mm progressive portfolio s2 pf equity geographic illustration

Allocation		Proportion

	UK	35%
	Europe	19%
	Nth America	35%
	Japan	6%
	Pacific	4%
	Other Equity	1%

scw mm progressive portfolio s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	71%
	Mid Caps	21%
	Small Caps	8%

View all performance data for SCW MM PROGRESSIVE PORTFOLIO S2 PF

Investment process

This is a multi-manager product constructed by Frank Russell on behalf of Scottish Widows. Frank Russell are multi-manager specialists who use quantitative and qualitative techniques to analyse fund managers performance and process and subsequently construct portfolios that are diversified by managers exhibiting different investment styles. These individual mandates are then monitored in real time by Frank Russell. Fund turnover averages about 15% p.a. The weighting to bonds within this fund places it at the more aggressive end of its peer group.

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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