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STANDARD LIFE HENDERSON BALANCED PORTFOLIO S1 LF - Fund overview

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Overview of STANDARD LIFE HENDERSON BALANCED PORTFOLIO S1 LF

A leading fund of funds and a candidate for investors seeking one-stop international investment whilst retaining around 50% UK exposure. Note, however, that "double-charging" occurs.

Standard Initial Charge

No data available.

Fund summary

Sector  Balanced Managed
Product type  INSURANCE BOND
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 87.70p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.09%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.52%

Bestinvest says


No information available.

Portfolio

standard life henderson balanced portfolio s1 lf asset allocation illustration
Allocation Proportion
Equity 75%
High yield bonds
Quality bonds 20%
Property 0%
Commodities
Hedge
Fund cash 5%
standard life henderson balanced portfolio s1 lf equity geographic illustration
Allocation Proportion
UK 53%
Europe 8%
Nth America 23%
Japan 0%
Pacific 12%
Other Equity 4%
standard life henderson balanced portfolio s1 lf equity capitalisation illustration
Allocation Proportion
Large Caps 54%
Mid Caps 30%
Small Caps 16%

Investment process


The investment objective is to achieve maximum total return (a mix of capital growth and income) from a low risk, diversified portfolio. Investments are in authorised securities schemes and recognised schemes which invest in equities and fixed interest securities in the UK and overseas.
The manager can invest in any of the over 1500 authorised UK unit trusts - around 20 top-performing funds within each sector are considered. Investment advice is now obtained from IMS (Investment Manager Selection) also founded by Richard Timberlake.

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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