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SCOTTISH EQUITABLE 60/40 CAUTIOUS MANAGED LF - Fund overview

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Overview of SCOTTISH EQUITABLE 60/40 CAUTIOUS MANAGED LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH EQUITABLE 60/40 CAUTIOUS MANAGED LF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	August, 2002
Size	£20m
Yield	0.0%
Charging basis	–
Dividends paid	Acc units only.
Bid price	143.24p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	5.00%
Annual management charge	1.00%
Total expense ratio	1.15%
Reduction in yield (10yr)	1.66%

Bestinvest says

No information available.

Portfolio

scottish equitable 60/40 cautious managed lf asset allocation illustration

Allocation		Proportion

	Equity	38%
	High yield bonds	1%
	Quality bonds	60%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

scottish equitable 60/40 cautious managed lf equity geographic illustration

Allocation		Proportion

	UK	46%
	Europe	13%
	Nth America	26%
	Japan	5%
	Pacific	5%
	Other Equity	5%

scottish equitable 60/40 cautious managed lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SCOTTISH EQUITABLE 60/40 CAUTIOUS MANAGED LF

Investment process

This is one of two cautious managed 'collections' that allow investors the chance to gain exposure to a mix of funds from our external range as well as fixed interest assets, in proportions best suited to their individual requirements. The Cautious Managed Collections provide access to the fixed interest fund management capabilities of our sister company, AEGON Asset Management, as well as offering a degree of equity exposure via our innovative External Stockmarket Collection.

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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