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SLIM INSIGHT DIVERSIFIED TARGET RETURN ONE S4 PF - Fund overview

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Overview of SLIM INSIGHT DIVERSIFIED TARGET RETURN ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM INSIGHT DIVERSIFIED TARGET RETURN 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	February, 2007
Size	£256m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	98.10p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.55%
Total expense ratio	2.41%
Reduction in yield (10yr)	2.41%

Bestinvest says

No information available.

Portfolio

slim insight diversified target return one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	12%
	High yield bonds	–
	Quality bonds	0%
	Property	11%
	Commodities	5%
	Hedge	38%
	Fund cash	34%

slim insight diversified target return one s4 pf equity geographic illustration

Allocation		Proportion

	UK	40%
	Europe	28%
	Nth America	31%
	Japan	–
	Pacific	1%
	Other Equity	–

slim insight diversified target return one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SLIM INSIGHT DIVERSIFIED TARGET RETURN ONE S4 PF

Investment process

The fund's objective is to deliver positive results on an annual basis with the prospect of long term capital growth commensurate with investment in equities. The fund invests across one or more of the following asset classes: fixed income, cash, near cash and deposits, equities and property. The fund also invests in certain types of hedge funds and structured products.

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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