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SCWI BAILLIE GIFFORD JAPANESE EQUITY S3 PF - Fund overview

No Bestinvest rating


Overview of SCWI BAILLIE GIFFORD JAPANESE EQUITY S3 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCWI BAILLIE GIFFORD JAPANESE EQUITY S3 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  April, 2008
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 108.40p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

scwi baillie gifford japanese equity s3 pf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
scwi baillie gifford japanese equity s3 pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 100%
Pacific 0%
Other Equity 0%
scwi baillie gifford japanese equity s3 pf equity capitalisation illustration
Allocation Proportion
Large Caps 64%
Mid Caps 31%
Small Caps 5%

Investment process


The fund is actively managed and focuses on "New Japan" stocks. The fund manager is a bottom up stock picker and uses a team approach for sector ideas.
Stocks are generally selected with a 2-3 year time horizon, running winners and applying aggressive sell disciplines. Four main criteria highlight potential companies - positive earnings growth, competitive position, sustainability of company and industry and management that is concerned with shareholder interests.

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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