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SKANDIA AXA FRAMLINGTON FINANCIAL LF - Fund overview

No Bestinvest rating

Overview of SKANDIA AXA FRAMLINGTON FINANCIAL LF

A specialist fund which focuses on international companies with niche products, which aims to benefit from changes in demographics and consolidation in financial services. However, specialising in one sector or industry is risky and should only be considered by the more experienced investor or as part of a large portfolio. Our preferred choice is Jupiter Financial Opportunities.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	February, 1987
Size	£3m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	374.10p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.98%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

skandia axa framlington financial lf asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

skandia axa framlington financial lf equity geographic illustration

Allocation		Proportion

	UK	21%
	Europe	39%
	Nth America	30%
	Japan	8%
	Pacific	2%
	Other Equity	0%

skandia axa framlington financial lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	62%
	Mid Caps	22%
	Small Caps	16%

View all performance data for SKANDIA AXA FRAMLINGTON FINANCIAL LF

Investment process

Capital growth through investment principally in financial services companies worldwide. Investment will be predominantly in banks, insurance companies, property companies, investment related companies, and other financial service providers which, in the Manager's opinion, show above average profitability, management quality and growth.
This is a research driven bottom up fund which utilises regional desk managers to select the overseas element of the portfolio. The fund generally targets companies that have superior growth prospects at a reasonable price.

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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