SCOTTISH WIDOWS SAFETY PLUS A - Fund overview
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Overview of
SCOTTISH WIDOWS SAFETY PLUS A
The objective to provide 95% downside protection generally works well in steadily rising markets, but the investor will lose out against the market as a whole. Increased volatilty in recent years has led to more expensive protection instruments which has limited the funds upside potential. Lower risk investors should consider a zero dividend preference share.
Standard Initial Charge
5.00% 2.00%
Fund summary
| Sector |
Protected
|
| Product type |
OEIC
|
| Launched |
May, 1996
|
| Size |
£274m
|
| Yield |
0.0%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
39.42p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
2.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.00%
|
|
Total expense ratio
|
1.11%
|
|
Reduction in yield (10yr)
|
1.31%
|