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SCOTTISH FRIENDLY UK GROWTH - Fund overview

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Overview of SCOTTISH FRIENDLY UK GROWTH

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

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  May, 2001
Size  £9m
Yield 0.0%
Charging basis  –
Dividends paid  Mar, Seo
Bid price 152.50p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

scottish friendly uk growth asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 6%
scottish friendly uk growth equity geographic illustration
Allocation Proportion
UK 95%
Europe 5%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
scottish friendly uk growth equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 21%
Small Caps 6%

Investment process


A medium risk fund investing primarily in mainstream UK equities, To achieve medium to long term capital growth.

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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