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SCW BAILLIE GIFFORD MANAGED S2 PF - Fund overview

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Overview of SCW BAILLIE GIFFORD MANAGED S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCW BAILLIE GIFFORD MANAGED S2 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	November, 2005
Size	£31m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	147.80p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.30%
Reduction in yield (10yr)	1.30%

Bestinvest says

No information available.

Portfolio

scw baillie gifford managed s2 pf asset allocation illustration

Allocation		Proportion

	Equity	81%
	High yield bonds	0%
	Quality bonds	17%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	2%

scw baillie gifford managed s2 pf equity geographic illustration

Allocation		Proportion

	UK	42%
	Europe	21%
	Nth America	16%
	Japan	5%
	Pacific	11%
	Other Equity	5%

scw baillie gifford managed s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	78%
	Mid Caps	19%
	Small Caps	3%

View all performance data for SCW BAILLIE GIFFORD MANAGED S2 PF

Investment process

Aims to achieve above average returns over the long term by investing worldwide in securities in any economic sector. The Fund will be diversified by holding different asset classes, by investing internationally and by holding companies operating in a wide range of industries. The portfolio will also have holdings in some medium and smaller sized
companies as well as the largest 'blue chips'. A portion of the Fund may be invested in derivatives, both for investment as well as hedging purposes.

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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