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STANDARD LIFE US EQUITY TRACKER S7 SPF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE US EQUITY TRACKER S7 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE US EQUITY TRACKER 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  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 126.20p

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 us equity tracker s7 spf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
standard life us equity tracker s7 spf equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity
standard life us equity tracker s7 spf equity capitalisation illustration
Allocation Proportion
Large Caps 84%
Mid Caps 14%
Small Caps 2%

Investment process


To closely track the performance of the FTSE All-World USA Index, allowing for reinvestment of dividends (but before deduction of charges). The Fund will invest in a broad spread of US equities which are constituents of the FTSE All-World USA Index.

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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