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SCW FIDELITY INTERNATIONAL S2 PF - Fund overview

No Bestinvest rating


Overview of SCW FIDELITY INTERNATIONAL S2 PF

The fund aims to achieve capital growth from a diversified portfolio of large and medium size global company shares. Around 40% of assets are invested in the UK with the balance spread across other major markets broadly in line with index weightings - consequently the US weighting is also high. The named manager sets asset allocation, then selects a number of regional Fidelity portfolio managers to carry out stock selection.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  October, 2001
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 142.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 2.08%
Reduction in yield (10yr) 2.08%

Bestinvest says


The large number of stocks and a restriction on regional weightings means historic performance has been roughly in line with the benchmark. As a core holding we prefer our rated global equity funds or a diversified selection of our rated regional funds.

Portfolio

scw fidelity international s2 pf  asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 0%
scw fidelity international s2 pf  equity geographic illustration
Allocation Proportion
UK 42%
Europe 17%
Nth America 29%
Japan 7%
Pacific 4%
Other Equity 1%
scw fidelity international s2 pf  equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 20%
Small Caps 7%

Investment process


Skelt's role as portfolio manager is largely that of an asset allocator between separate regions of: UK, Europe, North America, Asia and Japan. The portfolio remains at least 50% invested in Europe, mostly in the UK. The balance is invested in other markets, broadly in relation to their size with variances arising through relative attractiveness.
Once asset allocation has been decided, individual shares are selected on a bottom up basis by Fidelity's regional fund managers and stock selection is expected to add most value. Fidelity have one of the largest teams of analysts globally, with offices around the world, and claim to cover 95% of the world's stock markets by market capitalisation.

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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