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SLIM JPMF LIFE MODERATE ONE S4 PF - Fund overview

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Overview of SLIM JPMF LIFE MODERATE ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM JPMF LIFE MODERATE 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	January, 2002
Size	£146m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	142.80p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.30%
Total expense ratio	1.30%
Reduction in yield (10yr)	1.30%

Bestinvest says

No information available.

Portfolio

slim jpmf life moderate one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	76%
	High yield bonds	–
	Quality bonds	20%
	Property	–
	Commodities	–
	Hedge	2%
	Fund cash	2%

slim jpmf life moderate one s4 pf equity geographic illustration

Allocation		Proportion

	UK	46%
	Europe	14%
	Nth America	15%
	Japan	9%
	Pacific	7%
	Other Equity	9%

slim jpmf life moderate one s4 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SLIM JPMF LIFE MODERATE ONE S4 PF

Investment process

The Fund aims to achieve superior returns by successfully investing in shares and bonds in a broad range of worldwide markets, including some emerging markets. The Fund's longer term aim is to outperform its benchmark which is set by JP Morgan Fleming.

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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