020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

STANDARD LIFE FIXED INTEREST S7 SPF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE FIXED INTEREST S7 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE FIXED INTEREST S7 SPF 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, 2001
Size  £545m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 176.19p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.00%

Bestinvest says


No information available.

Portfolio

standard life fixed interest s7 spf asset allocation illustration
Allocation Proportion
Equity
High yield bonds 1%
Quality bonds 99%
Property
Commodities
Hedge 0%
Fund cash 0%
standard life fixed interest s7 spf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America
Japan
Pacific
Other Equity 0%
standard life fixed interest s7 spf equity capitalisation illustration
Allocation Proportion
Large Caps 21%
Mid Caps 64%
Small Caps 15%

Investment process


The Fund is designed for investors who are looking to obtain exposure to Fixed Interest securities. The Fund is mainly invested in UK government securities and corporate bonds, however, the Fund may gain some exposure to other fixed interest stocks and overseas bonds. Central to the decision making process is the fund's "Focus On Change" investment philosophy, which combines top down and bottom up insights to identify changes to the key drivers for the relevant markets. A broad range of criteria is use in this process including monitoring yield curve movements, liquidity levels and supply trends.

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

Version: 4.1.2