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SCW DEFENSIVE SOLUTION S2 PF - Fund overview

No Bestinvest rating


Overview of SCW DEFENSIVE SOLUTION S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCW DEFENSIVE SOLUTION 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  October, 2005
Size  £6m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 113.20p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.47%
Reduction in yield (10yr) 1.47%

Bestinvest says


No information available.

Portfolio

scw defensive solution s2 pf asset allocation illustration
Allocation Proportion
Equity 5%
High yield bonds –
Quality bonds 75%
Property 20%
Commodities –
Hedge –
Fund cash 0%
scw defensive solution s2 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

No data available.

View all performance data for SCW DEFENSIVE SOLUTION S2 PF

Investment process


The Fund aims to achieve a total return primarily by way of fixed income, from a defensively managed investment in a fixed interest portfolio of funds managed by Threadneedle investments. It may also invest in funds that invest in index linked bonds or cash. From 16/05/2005 the Fund also has the flexibility to invest in equity funds managed by Threadneedle, however, it is intended that this will not represent more than 20% of the portfolio.

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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