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SKANDIA HENDERSON MANAGED LF - Fund overview

No Bestinvest rating


Overview of SKANDIA HENDERSON MANAGED LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA HENDERSON MANAGED 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  April, 1984
Size  £16m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 524.10p

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 henderson managed lf asset allocation illustration
Allocation Proportion
Equity 83%
High yield bonds
Quality bonds 11%
Property 0%
Commodities
Hedge
Fund cash 6%
skandia henderson managed lf equity geographic illustration
Allocation Proportion
UK 62%
Europe 13%
Nth America 18%
Japan 4%
Pacific 3%
Other Equity 0%
skandia henderson managed lf equity capitalisation illustration
Allocation Proportion
Large Caps 45%
Mid Caps 34%
Small Caps 21%

Investment process


The fund aims to achieve above average long term capital growth by investing in a mix of assets including UK and overseas equities and fixed interests stocks. Individual companies are chosen for their social and environmental leadership in the area within which they operate.
The fund invests in stocks across the market that demonstrate good practice in terms of corporate responsibility. It also seeks out companies that provide solutions to social and sustainability challenges. Between 30 and 50% of the fund is invested in one of Henderson's 10 Industries of the Future investment themes. The fund also applies SRI criteria which avoid investments in areas of concern. Finally, the manager conducts engagement with existing and potential investments to encourage improvements in corporate practice.

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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