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SKANDIA SG EUROPEAN SPECIAL OPPS PF - Fund overview

No Bestinvest rating


Overview of SKANDIA SG EUROPEAN SPECIAL OPPS PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA SG EUROPEAN SPECIAL OPPS 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  February, 2001
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 107.10p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 4.97%
Annual management charge 1.75%
Total expense ratio 1.75%
Reduction in yield (10yr) 2.25%

Bestinvest says


The theory behind the fund is extremely interesting and in many respects cuts to the heart of many important issues such as momentum, consensus and timing. There have been extended periods where the fund has performed very well, amongst the top in the peer group. However are concern is the performance of the fund at turning points in the market. Brokers tend to extrapolate the current macro environment and focus on the relative strengths and weaknesses of companies in the same sector. For investors who are confident that they can actively manage their exposure this fund is nevertheless a good option.

Portfolio

skandia sg european special opps pf asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 7%
skandia sg european special opps pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
skandia sg european special opps pf equity capitalisation illustration
Allocation Proportion
Large Caps 82%
Mid Caps 17%
Small Caps 1%

Investment process


At the most simple level this fund aims to beat the benchmark by implementing broker recommendations. Brokers' performance is monitored and those that under perform are changed. GLG have developed a process so that attempts to establish trends and patterns between different brokers, some of these variables include age, experience, location and gender. Decisions regarding the prevalence of each broker and weighting of stocks use the output from this analysis. An internal system atllows brokers to compare their performance against peers.
Volatility should naturally be controlled by the large number of stocks in the portfolio but also their are sector constraints +/-5% to the benchmark and +/-10% country constraints.

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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