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SKANDIA DISTRIBUTION PORTFOLIO LF - Fund overview

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Overview of SKANDIA DISTRIBUTION PORTFOLIO LF

Skandia adopt a fund of funds approach with this product, offering investors a highly diversified portfolio. The fund analysis team is well resourced and follows a disciplined approach to manager selection.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  January, 1993
Size  £54m
Yield 3.8%
Charging basis  –
Dividends paid  17/2, 17/5, 17/8, 17/11.
Bid price 115.80p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.93%
Annual management charge 0.75%
Total expense ratio 0.75%
Reduction in yield (10yr) 1.25%

Bestinvest says


No information available.

Portfolio

skandia distribution portfolio lf asset allocation illustration
Allocation Proportion
Equity 48%
High yield bonds
Quality bonds 41%
Property 0%
Commodities
Hedge
Fund cash 11%
skandia distribution portfolio lf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
skandia distribution portfolio lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


Skandia Distribution Portfolio, as with all Skandia products is a manager of manager or fund of funds product. That is Skandia's well resourced fund analysis team select external managers to manage the various asset classes of the fund. The advantage of this is that the best managers from different fund management groups can be contracted to manage separate portions of the fund. The resulting overall combined portfolio benefits not only from some of the best managers available but also from a high degree of diversification at stock level.
Fund managers are picked using the "four P's", philosophy, process, people and performance. Skandia themselves have no style bias but may choose managers with stylistic leanings.

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.

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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