Fund search Browse or

SKANDIA HSBC INCOME PF - Fund overview

No Bestinvest rating

Overview of SKANDIA HSBC INCOME PF

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 1991
Size	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	431.00p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	4.98%
Annual management charge	1.75%
Total expense ratio	1.75%
Reduction in yield (10yr)	2.25%

Bestinvest says

No information available.

Portfolio

skandia hsbc income pf asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	1%

skandia hsbc income pf equity geographic illustration

Allocation		Proportion

	UK	98%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	2%

skandia hsbc income pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	70%
	Mid Caps	17%
	Small Caps	13%

View all performance data for SKANDIA HSBC INCOME PF

Investment process

The fund's investment objective is to provide an above average yield together with capital growth by investing predominantly in the UK. It is managed by HSBC's Multimanager team, who are responsible for the selection, blending and ongoing monitoring of the UK equity income managers selected. The managers initially selected were GMO (40% of fund), Walker Crips (30%) and Edinburgh Partners (30%).

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

Research