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SKANDIA SOCIETE GENERALE UK INCOME LF - Fund overview

No Bestinvest rating

Overview of SKANDIA SOCIETE GENERALE UK INCOME LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA SOCIETE GENERALE UK INCOME LF does not fall into either of these categories at present.

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	94.20p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.94%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

skandia societe generale uk income lf asset allocation illustration

Allocation		Proportion

	Equity	91%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	9%

skandia societe generale uk income lf equity geographic illustration

Allocation		Proportion

	UK	96%
	Europe	1%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	3%

skandia societe generale uk income lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	57%
	Mid Caps	15%
	Small Caps	28%

View all performance data for SKANDIA SOCIETE GENERALE UK INCOME LF

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.

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