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SWIP ASSET ALLOCATOR P - Fund overview

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Overview of SWIP ASSET ALLOCATOR P

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP ASSET ALLOCATOR P does not fall into either of these categories at present.

Standard Initial Charge

3.75% 0.75%

Fund summary

Sector	Unclassified
Product type	OEIC
Launched	September, 2008
Size	£0m
Yield	1.1%
Charging basis	–
Dividends paid	–
Bid price	101.80p

Fund Charges

Standard Initial charge	3.75%
Initial charge via Bestinvest	0.75%
Additional bid/offer spread	0.00%
Annual management charge	0.50%
Total expense ratio	1.78%
Reduction in yield (10yr)	1.85%

Bestinvest says

No information available.

Portfolio

swip asset allocator p asset allocation illustration

Allocation		Proportion

	Equity	43%
	High yield bonds	5%
	Quality bonds	20%
	Property	19%
	Commodities	–
	Hedge	–
	Fund cash	13%

swip asset allocator p equity geographic illustration

Allocation		Proportion

	UK	31%
	Europe	43%
	Nth America	1%
	Japan	0%
	Pacific	9%
	Other Equity	16%

swip asset allocator p equity capitalisation illustration

Allocation		Proportion

	Large Caps	21%
	Mid Caps	54%
	Small Caps	25%

View all performance data for SWIP ASSET ALLOCATOR P

Investment process

To achieve a long term total return by utilising a tactical investment strategy which aims to maximise return by increasing and decreasing from time to time the amounts invested in the various asset classes that are open to the Fund in accordance with the FSA Rules. The Fund will gain exposure to a range of asset classes and geographic regions. The Fund has been designed to be held as part of an existing portfolio of investments through which investors can achieve a tactical investment strategy.

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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