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SKANDIA WITAN PACIFIC IT PF - Fund overview

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Overview of SKANDIA WITAN PACIFIC IT PF

The objective of Witan Pacific Investment Trust PLC is to maximise shareholders' total return, predominantly through growth in capital, by investing in the Asia Pacific region.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  July, 1995
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 124.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.96%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

skandia witan pacific it pf asset allocation illustration
Allocation Proportion
Equity 112%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash -12%
skandia witan pacific it pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 28%
Pacific 72%
Other Equity 0%
skandia witan pacific it pf equity capitalisation illustration
Allocation Proportion
Large Caps 60%
Mid Caps 30%
Small Caps 10%

Investment process


The fund is managed by two different managers, Aberdeen and Nomura.

Witan Pacific Investment Trust is managed 50% by Aberdeen Asset Management and 50% by Nomura Asset Management. Each of the management houses is required to outperform the MSCI Asia Pacific Index over the medium to long term. Witan's role is to provide the executive management.

Aberdeen and Nomura both have extensive experience in this region. Although both have strong investment philosophies based on fundamental research and long term record, they manage the portfolio in very different ways. Aberdeen manage their portion with a Growth at a Reasonable Price style, while Nomura manage their portion with a fundamental research style. The intention is that by having a fund managed in this way, the end result should be a portfolio with a higher degree of diversification than most other Asian funds.

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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