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SLIM UK ETHICAL PF - Fund overview

No Bestinvest rating


Overview of SLIM UK ETHICAL PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM UK ETHICAL 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  July, 1998
Size  £399m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 170.60p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.01%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.51%

Bestinvest says


No information available.

Portfolio

slim uk ethical pf asset allocation illustration
Allocation Proportion
Equity 83%
High yield bonds
Quality bonds 12%
Property
Commodities
Hedge
Fund cash 5%
slim uk ethical pf equity geographic illustration
Allocation Proportion
UK 85%
Europe 15%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
slim uk ethical pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund is designed for investors who are looking to obtain a broadly based exposure to the UK Equity market, while also being safe in the knowledge that the fund will only invest in companies that meet our strict ethical criteria. The choice of equities is restricted by SLIM Ethical Policy, which for example, prevents investment in companies which damage the environment or test cosmetics on animals. Companies making a positive contribution to society, such as those with environmental initiatives, will be favoured.

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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