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SKANDIA TEMPLETON GROWTH PF - Fund overview

No Bestinvest rating

Overview of SKANDIA TEMPLETON GROWTH PF

Templeton follow a highly defined and robust approach to investing with bottom up value biased stock selection being the cornerstone of the investment process. Each manager has responsibilities as a global sector analyst, making this approach highly team orientated. Due to the bottom up and style biased approach, investors should note that in periods where this approach is out of favour with the market, performance may lag.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	March, 2004
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	112.50p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	4.98%
Annual management charge	0.75%
Total expense ratio	0.75%
Reduction in yield (10yr)	1.26%

Bestinvest says

No information available.

Portfolio

skandia templeton growth pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	3%

skandia templeton growth pf equity geographic illustration

Allocation		Proportion

	UK	15%
	Europe	39%
	Nth America	36%
	Japan	2%
	Pacific	5%
	Other Equity	3%

skandia templeton growth pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	81%
	Mid Caps	17%
	Small Caps	2%

View all performance data for SKANDIA TEMPLETON GROWTH PF

Investment process

The Fund has an investment objective to maximise total investment return. It will concentrate on long-term capital growth with lower risks associated with a globally diversified portfolio investing in securities that include equity shares and convertible stocks.

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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