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STENHAM GESTINOR SGL UNIVERSAL PORTFOLIO INC - Fund overview

No Bestinvest rating

Overview of STENHAM GESTINOR SGL UNIVERSAL PORTFOLIO INC

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STENHAM GESTINOR SGL UNIVERSAL PORTFOLIO INC does not fall into either of these categories at present.

Standard Initial Charge

5.50% –

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	July, 1992
Size	£121m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	24,613.80p

Fund Charges

Standard Initial charge	5.50%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.68%
Reduction in yield (10yr)	1.68%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	100%
	Fund cash	–

No data available.

View all performance data for STENHAM GESTINOR SGL UNIVERSAL PORTFOLIO INC

Investment process

The investment objective is consistent capital appreciation for risk-averse investors, using a select number of highly-rated independent fund managers and traders. SGL Universal aims to deliver long-term returns equivalent to a balanced portfolio of global equities and bonds, with lower volatility.

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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