Fund search Browse or

SCWI SSGA 50:50 GLOBAL EQUITY INDEX S3 SPF - Fund overview

No Bestinvest rating

Overview of SCWI SSGA 50:50 GLOBAL EQUITY INDEX S3 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCWI SSGA 50:50 GLOBAL EQUITY INDEX S3 SPF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 2005
Size	£392m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	123.00p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
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 ssga 50:50 global equity index s3 spf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

scwi ssga 50:50 global equity index s3 spf equity geographic illustration

Allocation		Proportion

	UK	51%
	Europe	17%
	Nth America	16%
	Japan	8%
	Pacific	8%
	Other Equity	0%

scwi ssga 50:50 global equity index s3 spf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SCWI SSGA 50:50 GLOBAL EQUITY INDEX S3 SPF

Investment process

The fund aims to provide long term growth and provides broad exposure to countries around the world. The fund invests primarily in equities, both in the UK and overseas markets. The fund has approximately 50% invested in the shares of UK companies. The remaining 50% is invested in overseas companies split evenly between the US, Europe ex-UK and the Far East. These asset exposures are through the State Street Global Equity (50:50) Index Fund. Investment is made on an index-tracking basis.

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

Research