Fund search Browse or

SLIM INDEX LINKED ONE S4 PF - Fund overview

No Bestinvest rating

Overview of SLIM INDEX LINKED ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM INDEX LINKED 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, 2002
Size	£950m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	209.90p

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 index linked one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	0%
	Property	–
	Commodities	–
	Hedge	99%
	Fund cash	1%

slim index linked one s4 pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

No data available.

View all performance data for SLIM INDEX LINKED ONE S4 PF

Investment process

The Fund is designed for investors who are looking to obtain exposure to UK Government issued index-linked treasury stock. Central to the decision making process is the "Focus On Change" investment philosophy, which combines top down and bottom up insights to identify changes to the key drivers for index-linked gilts. A broad range of criteria is used in this process including monitoring yield curve movements and credit analysis to assess the prudence and value of purchase.

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

Research