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SKANDIA F&C EXTRA INCOME BOND LF - Fund overview

No Bestinvest rating

Overview of SKANDIA F&C EXTRA INCOME BOND LF

The portfolio provides exposure to a relatively static mix of quality and high yield bonds. The average weighted quality of the portfolio will be usually be about BBB. The fund provides investors with a higher level of income for a moderate increase in capital risk.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	October, 2001
Size	£3m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	149.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.97%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

skandia f&c extra income bond lf asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	40%
	Quality bonds	52%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	8%

No data available.

View all performance data for SKANDIA F&C EXTRA INCOME BOND LF

Investment process

To provide a higher level of income through investment in a balance of
investment grade and high yield bonds. These credits will be mostly sterling or euro denominated, all currency exposure is hedged.
The process is initially guided by a top down approach to identify sector trends and maximise returns from yield curve strategies. Each member of the team is responsible for a number of sectors. Stocks within favoured sectors are then scrutinised on an ongoing basis. Relative to the Strategic bond fund, credit selection is likely to play a more significant role in driving fund returns.

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.

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