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SCWI BAILLIE GIFFORD MANAGED S3 PF - Fund overview

No Bestinvest rating


Overview of SCWI BAILLIE GIFFORD MANAGED 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 MANAGED 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  £31m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 118.30p

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 managed s3 pf asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds 0%
Quality bonds 17%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
scwi baillie gifford managed s3 pf equity geographic illustration
Allocation Proportion
UK 42%
Europe 21%
Nth America 16%
Japan 5%
Pacific 11%
Other Equity 5%
scwi baillie gifford managed s3 pf equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 19%
Small Caps 3%

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.

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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