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SESC KAMES INVESTMENT GRADE BOND PF - Fund overview

No Bestinvest rating

Overview of SESC KAMES INVESTMENT GRADE BOND PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SESC KAMES INVESTMENT GRADE BOND PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 2007
Size	£33m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	118.83p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.00%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

sesc kames investment grade bond pf asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	10%
	Quality bonds	84%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	6%

No data available.

View all performance data for SESC KAMES INVESTMENT GRADE BOND PF

Investment process

The primary investment objective is to maximise total return (income plus capital) by investing primarily in investment grade and government bonds
denominated in sterling and other currencies. The fund may hold a maximum of 20% in high yield bonds and may also hold cash. A minimum of 80% of fund will be hedged back to sterling.

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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