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ST JAMES'S PLACE ALTERNATIVE ASSETS - Fund overview

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Overview of ST JAMES'S PLACE ALTERNATIVE ASSETS

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ST JAMES'S PLACE ALTERNATIVE ASSETS does not fall into either of these categories at present.

Standard Initial Charge

5.00% 

Fund summary

Sector  Specialist
Product type  UNIT TRUST
Launched  August, 2008
Size  £121m
Yield 1.8%
Charging basis  –
Dividends paid  November
Bid price(inc) 98.42p
Bid price(acc) 104.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.25%
Annual management charge 1.40%
Total expense ratio 1.52%
Reduction in yield (10yr) 1.54%

Bestinvest says


No information available.

Portfolio

st james's place alternative assets asset allocation illustration
Allocation Proportion
Equity 20%
High yield bonds 35%
Quality bonds
Property 5%
Commodities 35%
Hedge 5%
Fund cash
st james's place alternative assets equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 30%
Japan 10%
Pacific 10%
Other Equity 10%
st james's place alternative assets equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund aims to deliver capital growth in the medium to long term through investing in a range of asset classes where the sources of returns may differ from the wider equity market. By combining these asset classes, each with different investment characteristics, the fund seeks to provide a less volatile return than equities.

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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