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SKANDIA INV PERP UK GROWTH SP PF - Fund overview

No Bestinvest rating


Overview of SKANDIA INV PERP UK GROWTH SP PF

This fund invests primarily in UK equities to produce capital growth. To achieve this the manager combines stock selection skills with an understanding of the macro economic (global financial view) environment. The approach tends to favour companies that can grow their businesses even in tough economic environments. As such large blue chip companies are well represented, although that is not to say that large and medium sized companies are not considered.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  September, 2003
Size  £74m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 655.90p

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


The fund's manager, Martin Walker, along with his colleagues on the UK desk are of the opinion that UK economic growth will continue to be slow for the foreseeable future. Therefore he currently favours blue-chip, dividend paying, defensive companies with strong balance sheets, which can survive this difficult environment. Whilst this view has started to pay off more recently, the UK All Companies sector is very competitive and we have more confidence in our recommended funds within this sector. However, investors sharing the manager's view, may wish to consider Invesco Perpetual Income, which we rate four stars and is managed by the highly experienced Neil Woodford.

Portfolio

skandia inv perp uk growth sp pf asset allocation illustration
Allocation Proportion
Equity 101%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash -1%
skandia inv perp uk growth sp pf equity geographic illustration
Allocation Proportion
UK 96%
Europe 0%
Nth America 4%
Japan 0%
Pacific 0%
Other Equity 0%
skandia inv perp uk growth sp pf equity capitalisation illustration
Allocation Proportion
Large Caps 65%
Mid Caps 25%
Small Caps 10%

Investment process


Whilst primarily investing in UK equities, investments may occasionally be made in the securities of companies with significant sources of profit from, or close economic links with, the UK. As is the case for all funds under the remit of Invesco Perpetual's UK desk, investment decisions do take into account the the global context and its affect on financial markets, regions and industries. However, the majority of analysis is at the stock level, whereby a fundamental assessment, notably that of company management, is key to the process. Additionally the approach will try to identify reasons for stock under valuation, such as underestimated growth potential, management changes, or out of favour sectors.

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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