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SCWI BAILLIE GIFFORD 60:40 WORLDWIDE EQUITY S3 PF - Fund overview

No Bestinvest rating

Overview of SCWI BAILLIE GIFFORD 60:40 WORLDWIDE 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 60:40 WORLDWIDE 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	October, 2006
Size	£9m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	120.20p

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 60:40 worldwide equity s3 pf asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	1%

scwi baillie gifford 60:40 worldwide equity s3 pf equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	24%
	Nth America	44%
	Japan	7%
	Pacific	5%
	Other Equity	20%

scwi baillie gifford 60:40 worldwide equity s3 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	83%
	Mid Caps	16%
	Small Caps	1%

View all performance data for SCWI BAILLIE GIFFORD 60:40 WORLDWIDE EQUITY S3 PF

Investment process

The fund's aim is to achieve capital growth by investing principally in companies worldwide, excluding the UK. Income is of secondary importance.

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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