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SKANDIA ECCLESIASTICAL HIGHER INCOME PF - Fund overview

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Overview of SKANDIA ECCLESIASTICAL HIGHER INCOME PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA ECCLESIASTICAL HIGHER INCOME 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	October, 2008
Size	£3m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	142.70p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.99%
Annual management charge	1.00%
Total expense ratio	2.41%
Reduction in yield (10yr)	2.91%

Bestinvest says

No information available.

Portfolio

skandia ecclesiastical higher income pf asset allocation illustration

Allocation		Proportion

	Equity	56%
	High yield bonds	–
	Quality bonds	43%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	1%

skandia ecclesiastical higher income pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

skandia ecclesiastical higher income pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	54%
	Mid Caps	23%
	Small Caps	23%

View all performance data for SKANDIA ECCLESIASTICAL HIGHER INCOME PF

Investment process

The fund's objective is to provide an above average and growing level of income together with capital growth over the longer term. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed interest securities and such other investments that the Manager considers suitable.

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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