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SCOTTISH WIDOWS HIGH INCOME BOND S1 PF - Fund overview

No Bestinvest rating


Overview of SCOTTISH WIDOWS HIGH INCOME BOND S1 PF

The fund aims to produce total returns from the income generated from a portfolio of predominantly US higher yield corporate bonds (typically up to 80% of the portfolio). The fund may also invest in other fixed interest securities, including bonds issued by companies and governments operating in the USA, the UK and Europe. The higher yield portion is more actively managed, with individual holdings rigourously analysed, where as the government bond portion tends to be more passively managed.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  July, 2003
Size  £46m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 174.40p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.96%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

scottish widows high income bond s1 pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash
scottish widows high income bond s1 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


No information available.

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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