020 7189 9999

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

Bestinvest
Fund search

STANDARD LIFE STOCK EXCHANGE S7 SPF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE STOCK EXCHANGE S7 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE STOCK EXCHANGE 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  £56m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 160.96p

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 stock exchange s7 spf asset allocation illustration
Allocation Proportion
Equity 91%
High yield bonds
Quality bonds 0%
Property
Commodities
Hedge
Fund cash 9%
standard life stock exchange s7 spf equity geographic illustration
Allocation Proportion
UK 44%
Europe 14%
Nth America 20%
Japan 4%
Pacific 15%
Other Equity 3%
standard life stock exchange s7 spf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


A Managed Equity Fund with a bias towards UK Equities. It invests the balance in the major global equity markets and may also have some exposure to emerging markets. The assets held are decided by the investment manager after reviewing the prospects for each market and will vary from time to time.

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