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SKANDIA FIDELITY UK AGGRESSIVE LF - Fund overview

No Bestinvest rating


Overview of SKANDIA FIDELITY UK AGGRESSIVE LF

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

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  November, 1987
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 438.10p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.99%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

skandia fidelity uk aggressive lf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
skandia fidelity uk aggressive lf equity geographic illustration
Allocation Proportion
UK 87%
Europe 13%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
skandia fidelity uk aggressive lf equity capitalisation illustration
Allocation Proportion
Large Caps 85%
Mid Caps 12%
Small Caps 3%

Investment process


A 'value' orientated fund, the manager looks to invest in companies which are mis-priced relative to their intrinsic worth. The manager uses quantitative analysis to calculate this worth relative to share price, but also places a great deal of emphasis on qualitative analysis such as meeting company management. This also includes the use of Fidelity's extensive analyst resources. The fund will only invest in stocks where this analysis has indicated there is potential for at least 20% upside, while stock weights are a corollary in particular of conviction, liquidity and risk.
The manager's focus is on absolute return and his ready use of the ability to invest abroad allow him to explore sector opportunities in Europe where options in the UK are limited. All sector bets, however, are a corollary of stock picking.

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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