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SLIM HIGHER INCOME ONE S4 PF - Fund overview

No Bestinvest rating


Overview of SLIM HIGHER INCOME ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM HIGHER INCOME ONE S4 PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  August, 2006
Size  £67m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 126.60p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.30%
Total expense ratio 1.35%
Reduction in yield (10yr) 1.35%

Bestinvest says


No information available.

Portfolio

slim higher income one s4 pf asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 97%
Quality bonds 3%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
slim higher income one s4 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
slim higher income one s4 pf equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 0%
Small Caps 0%

Investment process


The objective of this fund is to offer a high level of income with capital preservation being of secondary importance.
Credit analysis is fundamental, with each bond assessed in terms of both business and financial risks. Business risk assesses the product, management and competitive position whilst financial risks are considered to be cash flow cover, cash flow projection, profitability and capitalisation. Unrated bonds may be held if considered to be a simple stable business that would find it uneconomic to pay for the rating.

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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