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SLIM NEWTON 60:40 GLOBAL EQUITY ONE S4 PF - Fund overview

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Overview of SLIM NEWTON 60:40 GLOBAL EQUITY ONE S4 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SLIM NEWTON 60:40 GLOBAL EQUITY 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	–
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	166.80p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.53%
Reduction in yield (10yr)	1.53%

Bestinvest says

No information available.

Portfolio

slim newton 60:40 global equity one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	2%

slim newton 60:40 global equity one s4 pf equity geographic illustration

Allocation		Proportion

	UK	9%
	Europe	21%
	Nth America	54%
	Japan	4%
	Pacific	9%
	Other Equity	3%

slim newton 60:40 global equity one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	56%
	Mid Caps	26%
	Small Caps	18%

View all performance data for SLIM NEWTON 60:40 GLOBAL EQUITY ONE S4 PF

Investment process

A pure stockpicking approach is adopted with no regard to geographical weightings. The managers look to benefit from global themes and these are centred around benefits to companies across the value chain from innovative technologies. The wide remit covers more than IT Hardware/Software & Telecoms and includes such areas as optoelectronics, fuel cells, solar power, light bulbs, superconductivity etc.

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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