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SKANDIA US LARGE CAP VALUE - Fund overview

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Overview of SKANDIA US LARGE CAP VALUE

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA US LARGE CAP VALUE does not fall into either of these categories at present.

Standard Initial Charge

4.00% 0.00%

Fund summary

Sector  North America
Product type  OFFSHORE FUND
Launched  February, 2007
Size  £132m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 638.27p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.70%
Reduction in yield (10yr) 1.70%

Bestinvest says


No information available.

Portfolio

skandia us large cap value asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
skandia us large cap value equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity
skandia us large cap value equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps
Small Caps

Investment process


No information available.

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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