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SKANDIA INV PERP HONG KONG & CHINA SP PF - Fund overview

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Overview of SKANDIA INV PERP HONG KONG & CHINA SP PF

The manager aims to provide above average growth by choosing stocks which are based in China and Hong Kong. Exposure in China is obtained by investing in stocks which are dual listed in the sector.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	September, 2003
Size	£18m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	2,609.60p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	–
Total expense ratio	0.00%
Reduction in yield (10yr)	0.00%

Bestinvest says

No information available.

Portfolio

skandia inv perp hong kong & china sp pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	3%

skandia inv perp hong kong & china sp pf equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	100%
	Other Equity	0%

skandia inv perp hong kong & china sp pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	70%
	Mid Caps	22%
	Small Caps	8%

View all performance data for SKANDIA INV PERP HONG KONG & CHINA SP PF

Investment process

The fund aims to achieve capital growth through a portfolio of investments with an exposure to the economies of Hong Kong and China. Exposure to China will be largely obtained through indirect investment in securities traded on other markets, and can include other investments (which from 13th February 2004 may include units in collective
investment schemes, warrants, deposits, derivatives and other permitted investments and transactions).

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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