SWIP ABSOLUTE RETURN MACRO A - Fund overview
No Bestinvest rating
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Overview of
SWIP ABSOLUTE RETURN MACRO A
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP ABSOLUTE RETURN MACRO A does not fall into either of these categories at present.
Standard Initial Charge
5.00% 2.00%
Invest via Bestinvest
to save 3.00%
Fund summary
| Sector |
Specialist
|
| Product type |
OEIC
|
| Launched |
May, 2006
|
| Size |
£7m
|
| Yield |
0.0%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
79.30p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
2.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.69%
|
|
Reduction in yield (10yr)
|
1.89%
|
Bestinvest says
No information available.
Portfolio
| Allocation |
Proportion |
|
|
Equity |
0%
|
|
High yield bonds |
0%
|
|
Quality bonds |
0%
|
|
Property |
0%
|
|
Commodities |
0%
|
|
Hedge |
100%
|
|
Fund cash |
0%
|
|
Allocation
|
Proportion
|
|
|
|
|
UK
|
100%
|
|
|
Europe
|
0%
|
|
|
Nth America
|
0%
|
|
|
Japan
|
0%
|
|
|
Pacific
|
0%
|
|
|
Other Equity
|
0%
|
|
Allocation
|
Proportion
|
|
|
|
|
Large Caps
|
80%
|
|
|
Mid Caps
|
15%
|
|
|
Small Caps
|
5%
|
View all performance data for SWIP ABSOLUTE RETURN MACRO A
Investment process
The Fund aims to achieve a positive capital return, over the long term, regardless of market conditions, through investment and disinvestment (directly and indirectly) in a diversified portfolio predominantly consisting of equities, fixed interest securities, alternative asset classes, money market instruments, cash, near cash, deposits, index linked securities and related derivative contracts.