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SKANDIA OLD MUTUAL UK SELECT EQUITY PF - Fund overview

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Overview of SKANDIA OLD MUTUAL UK SELECT EQUITY PF

An actively managed, more focused Uk equity fund with a bias to Uk larger companies. Stock selection focuses on undervalued quality franchises, companies that stand to benefit from internal change / self help and higher growth opportunities. Over the cycle the portfolio is generally split a 1/3 in each of these styles, although at anyone point the allocation may swing between 20-40%.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	June, 2003
Size	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	88.80p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	4.93%
Annual management charge	0.75%
Total expense ratio	0.75%
Reduction in yield (10yr)	1.25%

Bestinvest says

No information available.

Portfolio

skandia old mutual uk select equity 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 old mutual uk select equity pf equity geographic illustration

Allocation		Proportion

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

skandia old mutual uk select equity pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	59%
	Mid Caps	31%
	Small Caps	10%

View all performance data for SKANDIA OLD MUTUAL UK SELECT EQUITY PF

Investment process

The fund's objective is to achieve long term capital appreciation by the active management of the portfolio which invests in a broad range of UK equities.

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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