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SKANDIA PROF SCHRODER MANAGED BALANCED PF - Fund overview

No Bestinvest rating


Overview of SKANDIA PROF SCHRODER MANAGED BALANCED PF

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

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  March, 2007
Size  £25m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 115.90p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.00%

Bestinvest says


No information available.

Portfolio

skandia prof schroder managed balanced pf asset allocation illustration
Allocation Proportion
Equity 66%
High yield bonds 6%
Quality bonds 4%
Property 0%
Commodities
Hedge 2%
Fund cash 22%
skandia prof schroder managed balanced pf equity geographic illustration
Allocation Proportion
UK 42%
Europe 15%
Nth America 16%
Japan 7%
Pacific 16%
Other Equity 4%
skandia prof schroder managed balanced pf equity capitalisation illustration
Allocation Proportion
Large Caps 66%
Mid Caps 28%
Small Caps 6%

Investment process


The fund's investment objective is to give a balanced exposure to UK and overseas equities
and fixed income securities through a range of underlying authorised unit trusts, recognised
schemes and collective investment schemes. The proportionate percentage to be invested in
each underlying scheme will be decided by the investment adviser in light of current economic and other circumstances and may include a proportion in cash. Efficient portfolio
management techniques will be utilised when considered appropriate.

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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