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SLIM UK OPPORTUNITIES ONE S4 PF - Fund overview

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Overview of SLIM UK OPPORTUNITIES ONE S4 PF

Manager builds a portfolio around a core list of UK equities (75% of portfolio) with the remainder in short term tactical opportunities. The fund will generally focus on ex FTSE 100 stocks and investment trusts. Companies with strong balance sheets and proven management feature in a portfolio of around 70 holdings.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	March, 2004
Size	–
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	150.00p

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 uk opportunities one s4 pf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	0%

slim uk opportunities one s4 pf equity geographic illustration

Allocation		Proportion

	UK	91%
	Europe	4%
	Nth America	0%
	Japan	0%
	Pacific	2%
	Other Equity	3%

slim uk opportunities one s4 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	4%
	Mid Caps	31%
	Small Caps	65%

View all performance data for SLIM UK OPPORTUNITIES ONE S4 PF

Investment process

This fund aims at superior long term returns by investing in companies with strong competitive advantages at attractive valuations. To achieve this the fund will invest primarily in FTSE 250 and FTSE Small Cap (or smaller) stocks.
Portfolio is built around a core (75%) and satellite (25%) approach. Satellite stocks - looks for 30% upside over 6 month period. Manager looks for balance sheets strength and strong financials, proven management.

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

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