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SKANDIA SOCIETE GENERALE UK GROWTH LF - Fund overview

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Overview of SKANDIA SOCIETE GENERALE UK GROWTH LF

This is a less aggressive version of the SG Special Opportunities Fund, since the portfolio has a higher level of diversification at stock level. There is an emphasis on small and mid cap stocks, which the team believe are under researched and often mispriced.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	February, 2001
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	83.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.90%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.50%

Bestinvest says

No information available.

Portfolio

skandia societe generale uk growth lf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

skandia societe generale uk growth lf equity geographic illustration

Allocation		Proportion

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

skandia societe generale uk growth lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	49%
	Mid Caps	20%
	Small Caps	31%

View all performance data for SKANDIA SOCIETE GENERALE UK GROWTH LF

Investment process

This fund aims to achieve long term capital growth by investing in shares listed on the London Stock Exchange. The manager aims to outperform the FTSE All-Share Index by 2% after charges.
The managers select stocks using fundamental disciplines. Stock selection follows strict selection criteria : cash flow (real after capex and dividends), management strength, quality of accounts, pricing authority and strength within industry. Other key criteria include, positive company news flow and catalysts for change.
The fund also benefits from a small focused team who can be regarded as fund manager/analysts and therefore do all their own company research.

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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