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SKANDIA HENDERSON EMERGING MARKETS OPPORTUNITIES PF - Fund overview

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Overview of SKANDIA HENDERSON EMERGING MARKETS OPPORTUNITIES PF

The fund follows Gartmore's house philosophy of identifying unexpected earnings growth and benefits from the experience of the Gartmore Emerging Markets team, which is headed by Chris Palmer. Country analysis is performed in a similar fashion to the stock research, concentrating on country's growth potential.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  March, 1987
Size  £14m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 511.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge 0.95%
Total expense ratio 1.32%
Reduction in yield (10yr) 1.82%

Bestinvest says


No information available.

Portfolio

skandia henderson emerging markets opportunities pf asset allocation illustration
Allocation Proportion
Equity 101%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash -1%
skandia henderson emerging markets opportunities pf equity geographic illustration
Allocation Proportion
UK 1%
Europe 0%
Nth America 1%
Japan 0%
Pacific 47%
Other Equity 51%
skandia henderson emerging markets opportunities pf equity capitalisation illustration
Allocation Proportion
Large Caps 84%
Mid Caps 14%
Small Caps 2%

Investment process


The fund is designed to produce long term capital growth from a diversified portfolio of international investments in the emerging stock markets and economies of the world. The fund can also invest in companies which are listed on established markets as long as they derive a significant proportion of their profits from emerging markets.
The Gartmore Emerging Markets team uses an investment process that is based on quantitative and qualitative research and continuous monitoring of companies. The team identifies stocks with long term advancement prospects and makes investment decisions based on growth potential against the associated risk. The catalyst for overweight (compared to index) positions is expected to realise within 6 months. In addition, when they believe that market conditions dictate, the managers will increase the level of liquidity held in the fund in the short term.

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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