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SLIM GLOBAL EQUITY 50:50 PASSIVE TRACKER ONE S4 PF - Fund overview

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Overview of SLIM GLOBAL EQUITY 50:50 PASSIVE TRACKER ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM GLOBAL EQUITY 50:50 PASSIVE TRACKER 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	July, 2003
Size	£294m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	164.30p

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

slim global equity 50:50 passive tracker one s4 pf asset allocation illustration

Allocation		Proportion

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

slim global equity 50:50 passive tracker one s4 pf equity geographic illustration

Allocation		Proportion

	UK	51%
	Europe	12%
	Nth America	28%
	Japan	6%
	Pacific	3%
	Other Equity	–

slim global equity 50:50 passive tracker one s4 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SLIM GLOBAL EQUITY 50:50 PASSIVE TRACKER ONE S4 PF

Investment process

The Global Equity 50:50 fund is an equity fund whose benchmark is split equally between the FTSE UK All Share Index and FTSE World (ex UK) Index. The proportions held within the fund are decided after reviewing the prospects for each market and will vary from time to time around the long term strategic asset allocation of 50% UK and 50% overseas.

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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