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STANDARD LIFE MANAGED S7 SPF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE MANAGED S7 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE MANAGED 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  £16,447m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 155.83p

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 managed s7 spf asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds
Quality bonds 10%
Property 0%
Commodities
Hedge
Fund cash 2%
standard life managed s7 spf equity geographic illustration
Allocation Proportion
UK 55%
Europe 19%
Nth America 12%
Japan 6%
Pacific 7%
Other Equity 1%
standard life managed s7 spf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund is primarily equity based with significant exposure to UK equities, the remaining assets are held in overseas equities, fixed interest stocks and property. Central to the decision making process is our "Focus On Change" investment philosophy, which combines top down and bottom up insights to identify changes to the key drivers for specific markets, sectors and stocks. Asset allocation will reflect the House View set by our Global Investment Group. A broad range of criteria is used in this process such as the Global Macro Framework, Asset Class Inputs and Quantitative Analysis.

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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