Fund search Browse or

SLIM INSIGHT WEALTH BUILDER BALANCED ONE S4 PF - Fund overview

No Bestinvest rating

Overview of SLIM INSIGHT WEALTH BUILDER BALANCED 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 WEALTH BUILDER BALANCED 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	April, 2006
Size	£129m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	98.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.60%
Total expense ratio	2.59%
Reduction in yield (10yr)	2.59%

Bestinvest says

No information available.

Portfolio

slim insight wealth builder balanced one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	55%
	High yield bonds	–
	Quality bonds	10%
	Property	10%
	Commodities	8%
	Hedge	10%
	Fund cash	7%

slim insight wealth builder balanced one s4 pf equity geographic illustration

Allocation		Proportion

	UK	63%
	Europe	21%
	Nth America	3%
	Japan	1%
	Pacific	9%
	Other Equity	3%

slim insight wealth builder balanced one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	71%
	Mid Caps	23%
	Small Caps	6%

View all performance data for SLIM INSIGHT WEALTH BUILDER BALANCED ONE S4 PF

Investment process

The Fund aims to achieve a higher than average level of income combined with capital growth. The Fund will be invested primarily in units of shares of collective investment schemes which invest in any or all geographic or economic sector or sectors of the world. The Fund may also invest directly in equities and fixed interest securities in such geographic or economic sectors.

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

Research