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WDB MODEL PORTFOLIO R - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of WDB MODEL PORTFOLIO R

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

Standard Initial Charge

4.50% 1.50%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  April, 2004
Size  £14m
Yield 1.0%
Charging basis  –
Dividends paid  Feb, May, Aug & Nov.
Bid price 122.79p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.25%
Reduction in yield (10yr) 1.40%

Bestinvest says


No information available.

Portfolio

wdb model portfolio r asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds –
Quality bonds 8%
Property –
Commodities –
Hedge 2%
Fund cash 2%
wdb model portfolio r equity geographic illustration
Allocation Proportion
UK 70%
Europe 18%
Nth America 4%
Japan 1%
Pacific 5%
Other Equity 2%
wdb model portfolio r equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for WDB MODEL PORTFOLIO R

Investment process


No information available.

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.

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