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WDB GLOBAL GROWTH R - Fund overview

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Overview of WDB GLOBAL GROWTH R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WDB GLOBAL GROWTH R does not fall into either of these categories at present.

Standard Initial Charge

4.50% 1.50%

Fund summary

Sector  Global
Product type  OEIC
Launched  September, 1993
Size  £28m
Yield 0.2%
Charging basis  –
Dividends paid  Acc units only.
Bid price 130.49p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.05%
Reduction in yield (10yr) 2.20%

Bestinvest says


No information available.

Portfolio

wdb global growth r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
wdb global growth r equity geographic illustration
Allocation Proportion
UK 30%
Europe 40%
Nth America 10%
Japan 15%
Pacific 5%
Other Equity 0%
wdb global growth r equity capitalisation illustration
Allocation Proportion
Large Caps 88%
Mid Caps 10%
Small Caps 2%

Investment process


The aim of the Global Growth Fund is to provide capital growth exceeding that available over the medium to long term from deposits and fixed interest securities by investing in
a range of international equities, investment companies and trusts and fixed interest stocks.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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