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SCW CONSENSUS MIXED S2 PF - Fund overview

No Bestinvest rating

Overview of SCW CONSENSUS MIXED S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCW CONSENSUS MIXED 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	March, 1998
Size	£1,992m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	125.50p

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

scw consensus mixed s2 pf asset allocation illustration

Allocation		Proportion

	Equity	82%
	High yield bonds	–
	Quality bonds	13%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	5%

scw consensus mixed s2 pf equity geographic illustration

Allocation		Proportion

	UK	69%
	Europe	10%
	Nth America	9%
	Japan	6%
	Pacific	5%
	Other Equity	1%

scw consensus mixed s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	16%
	Small Caps	4%

View all performance data for SCW CONSENSUS MIXED S2 PF

Investment process

The fund aims to achieve long-term growth by investing in a balanced portfolio of UK and
overseas shares, fixed-interest stocks, index linked stocks and cash deposits. Investment in these assets is made through a range of index tracking funds, or where appropriate, through direct investment, again on an index-tracking basis. The percentage of the fund invested in each asset class will be based on the average amount invested in each class in accordance with a benchmark of UK balanced funds.

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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