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SKANDIA INDEX PF - Fund overview

No Bestinvest rating


Overview of SKANDIA INDEX PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA INDEX 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  June, 1999
Size  £138m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 132.60p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 4.95%
Annual management charge 0.95%
Total expense ratio 0.95%
Reduction in yield (10yr) 1.45%

Bestinvest says


No information available.

Portfolio

skandia index pf asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds
Quality bonds 15%
Property
Commodities
Hedge
Fund cash 4%
skandia index pf equity geographic illustration
Allocation Proportion
UK 71%
Europe 12%
Nth America 9%
Japan 3%
Pacific 5%
Other Equity
skandia index pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Skandia Life Index Fund aims to perform in line with the median fund in the Balanced Managed Funds Sector, as published by Standard & Poor’s Fund Services. It invests in a well diversified portfolio with long term asset allocation of global equities and global fixed interest securities and cash, with a bias towards the UK.The precise split will vary with market movements, but will be strictly controlled within closely defined ranges. Skandia Life have appointed specialist managers to manage the fund, and continuously monitors these appointments. Investment is through a range of directly invested portfolios and leading collective investment schemes. Performance will be driven by a combination of market returns and asset allocation between markets, and the performance of the fund will therefore be determined by movements in both asset prices and currency exchange rates.

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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