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SKANDIA BLACKROCK GLOBAL EQUITY LF - Fund overview

No Bestinvest rating


Overview of SKANDIA BLACKROCK GLOBAL EQUITY LF

The fund seeks to maximise total return from investment primarily in a global portfolio of equity securities of companies domiciled in, or exercising a significant part of their economic activity in, developed markets. The investment process aims to identify and exploit market inefficiencies by using a combination of stock specific and macroeconomic analysis. No arbitrary constraints are imposed on the weights of countries, sectors or stocks as the fund aims to outperform the benchmark across all market cycles.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  November, 2000
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 90.20p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.95%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


This fund was formally known as Global Titans and specialised in multinational companies. However, in 2007 the fund’s name, manager and mandate were changed to allow it access to a broader investment universe. Although subsequent performance has displayed some promise it has also been volatile so we are not yet confident that the manager merits a Bestinvest rating.

Portfolio

skandia blackrock global equity lf asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%
skandia blackrock global equity lf equity geographic illustration
Allocation Proportion
UK 14%
Europe 19%
Nth America 32%
Japan 6%
Pacific 8%
Other Equity 21%
skandia blackrock global equity lf equity capitalisation illustration
Allocation Proportion
Large Caps 76%
Mid Caps 23%
Small Caps 1%

Investment process


The fund seeks to maximise total return by investing at least 70% of its total net assets in the equity securities of companies domiciled in, or exercising a significant part of their economic activity in, developed markets. The research process begins with a universe of over 3000 companies with a market capitalisation above £2bn and sufficient trading liquidity. Ideas are sourced from company meetings, conferences, brokers and other BlackRock teams. Research is then undertaken in four research clusters – cyclical, defensive, financial and information - to identify 80-100 high conviction recommendations, with a focus on identifying catalysts likely to drive underappreciated stocks over a clear time frame. The global managers then form a core global model portfolio of 40-60 stocks which they believe offer at least 30% absolute upside potential.

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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