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SLIM HSBC OPEN GLOBAL RETURN ONE S4 PF - Fund overview

No Bestinvest rating

Overview of SLIM HSBC OPEN GLOBAL RETURN ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM HSBC OPEN GLOBAL RETURN ONE S4 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	August, 2007
Size	£133m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	114.50p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

slim hsbc open global return one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	20%
	High yield bonds	4%
	Quality bonds	30%
	Property	9%
	Commodities	8%
	Hedge	20%
	Fund cash	9%

slim hsbc open global return one s4 pf equity geographic illustration

Allocation		Proportion

	UK	11%
	Europe	18%
	Nth America	60%
	Japan	8%
	Pacific	3%
	Other Equity	–

slim hsbc open global return one s4 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SLIM HSBC OPEN GLOBAL RETURN ONE S4 PF

Investment process

The fund’s objective is to provide capital growth and income by investing in a broad range of asset classes across global markets. The fund will invest primarily in collective investment schemes that in turn invest in fixed income securities, equities, property, commodities and derivatives. The ACD may also invest at its discretion in other transferable securities, money market deposits, cash and near cash.

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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