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SKANDIA PROPERTY - Fund overview

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Overview of SKANDIA PROPERTY

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

Standard Initial Charge

5.00% 1.50%

Invest via Bestinvest

to save 3.50%

Fund summary

Sector  Property
Product type  UNIT TRUST
Launched  December, 2005
Size  £444m
Yield 3.5%
Charging basis  –
Dividends paid  31/8, 28/2
Bid price(inc) 36.66p
Bid price(acc) 46.48p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.76%
Annual management charge 1.35%
Total expense ratio 1.40%
Reduction in yield (10yr) 1.63%

Bestinvest says


No information available.

Portfolio

skandia property asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property 80%
Commodities
Hedge
Fund cash 20%
skandia property equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The fund aims to provide capital growth and income from investment in a diversified property portfolio, primarily in land and buildings, but it may include property related securities and collective investment schemes, property derivatives, cash or near cash and government and other public securities.

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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