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STANDARD LIFE PROTECTION PF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE PROTECTION PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE PROTECTION 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  November, 1995
Size  £701m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 326.80p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge 0.63%
Total expense ratio 0.63%
Reduction in yield (10yr) 1.13%

Bestinvest says


No information available.

Portfolio

standard life protection pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 99%
Property
Commodities
Hedge
Fund cash 1%
standard life protection pf equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The Protection Fund invests primarily in long-dated government gilts. This fund has a completely different aim from the other investment-linked funds. It offers an investment which will rise and fall in value broadly in line with long term interest rates - one of the main determinants of the cost of an annuity. It therefore offers plan holders approaching retirement the opportunity to switch into a fund which aims to minimise any changes in the level of pension income at retirement resulting from changes in the cost of purchasing an annuity in the period before retirement.

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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