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SKANDIA SG UK INCOME PF - Fund overview

No Bestinvest rating


Overview of SKANDIA SG UK INCOME PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA SG UK INCOME 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  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 100.50p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 4.92%
Annual management charge 1.70%
Total expense ratio 1.70%
Reduction in yield (10yr) 2.19%

Bestinvest says


No information available.

Portfolio

skandia sg uk income pf asset allocation illustration
Allocation Proportion
Equity 91%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 9%
skandia sg uk income pf equity geographic illustration
Allocation Proportion
UK 96%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 3%
skandia sg uk income pf equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 15%
Small Caps 28%

Investment process


The objective of the Fund is to achieve a level of income above the FTSE All-Share Index together with capital growth. To achieve the objective, the Fund invests principally in the quoted securities of companies operating in the United Kingdom, but may have some international exposure. The majority of the securities held will be constituents of the FTSE All-Share Index. The Fund may also invest in other investments to the extent permitted by the FSA Rules as applicable from time to time and as explained in the Prospectus.

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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