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SLIM CAUTIOUS MOM ONE S4 PF - Fund overview

No Bestinvest rating

Overview of SLIM CAUTIOUS 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 CAUTIOUS 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	£25m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	138.50p

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 cautious mom one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	47%
	High yield bonds	–
	Quality bonds	45%
	Property	1%
	Commodities	–
	Hedge	–
	Fund cash	7%

slim cautious mom one s4 pf equity geographic illustration

Allocation		Proportion

	UK	86%
	Europe	5%
	Nth America	4%
	Japan	2%
	Pacific	3%
	Other Equity	–

slim cautious mom one s4 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SLIM CAUTIOUS MOM ONE S4 PF

Investment process

The fund will invest in a spread of assets, but with an emphasis on UK equities and bonds. The fund will typically invest a higher proportion of its assets in bonds, in order to protect investors from the impact of significant falls in equity markets.

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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