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SCW FIDELITY MANAGED S2 PF - Fund overview

No Bestinvest rating

Overview of SCW FIDELITY MANAGED S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCW FIDELITY MANAGED 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	July, 2000
Size	£68m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	151.70p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.90%
Reduction in yield (10yr)	1.90%

Bestinvest says

No information available.

Portfolio

scw fidelity managed s2 pf asset allocation illustration

Allocation		Proportion

	Equity	88%
	High yield bonds	–
	Quality bonds	6%
	Property	–
	Commodities	–
	Hedge	0%
	Fund cash	6%

scw fidelity managed s2 pf equity geographic illustration

Allocation		Proportion

	UK	50%
	Europe	33%
	Nth America	10%
	Japan	7%
	Pacific	0%
	Other Equity	0%

scw fidelity managed s2 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SCW FIDELITY MANAGED S2 PF

Investment process

The fund aims to achieve long-term capital growth, exceeding wage inflation by investing in a balanced portfolio of UK and overseas equities and fixed interest securities. It also aims to provide above average returns relative to other discretionary pooled pension funds. By drawing on Fidelity’s global research, the fund management team aims to outperform the CAPS Pooled Balanced Median primarily through superior stock selection. However, equally important is the careful attention paid to managing risk within 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.

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