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SLIM BALANCED MOM ONE S4 PF - Fund overview

No Bestinvest rating

Overview of SLIM BALANCED MOM ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM BALANCED MOM ONE S4 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	March, 2004
Size	£87m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	143.70p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.60%
Total expense ratio	1.60%
Reduction in yield (10yr)	1.60%

Bestinvest says

No information available.

Portfolio

slim balanced mom one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	81%
	High yield bonds	–
	Quality bonds	13%
	Property	1%
	Commodities	–
	Hedge	–
	Fund cash	5%

slim balanced mom one s4 pf equity geographic illustration

Allocation		Proportion

	UK	69%
	Europe	12%
	Nth America	9%
	Japan	4%
	Pacific	6%
	Other Equity	–

slim balanced mom one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SLIM BALANCED MOM ONE S4 PF

Investment process

The fund aims to maximise returns and spread risk by investing in a broad spread of global financial assets; UK and overseas equities, overseas bonds, property and cash. The underlying assets will be actively managed to take advantage of the opportunities identified by the selected fund manager. A substantial part of the portfolio will normally be invested in UK equities, with the remainder held in overseas equities, fixed interest stocks and property. The objective is to maximise returns whilst spreading the risk.

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.

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