Fund search Browse or

SWIP UK ENHANCED EQUITY P - Fund overview

No Bestinvest rating
Find rated uk all companies funds

Overview of SWIP UK ENHANCED EQUITY P

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SWIP UK ENHANCED EQUITY P does not fall into either of these categories at present.

Standard Initial Charge

3.75% –

Fund summary

Sector	UK All Companies
Product type	OEIC
Launched	August, 2009
Size	£1,063m
Yield	3.1%
Charging basis	–
Dividends paid	Feb,Aug
Bid price	115.00p

Fund Charges

Standard Initial charge	3.75%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.50%
Total expense ratio	0.50%
Reduction in yield (10yr)	0.50%

Bestinvest says

No information available.

Portfolio

swip uk enhanced equity p asset allocation illustration

Allocation		Proportion

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

swip uk enhanced equity p equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

swip uk enhanced equity p equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SWIP UK ENHANCED EQUITY P

Investment process

The Fund aims to provide long term capital growth predominantly through investment in equities, equity and index derivative contracts and equity related securities of UK companies which are constituents of the FTSE 100 Index (or such other index as the ACD may at its discretion determine from time to time) money market instruments,cash and near cash and deposits.The Fund will use derivative transactions with a view to generating additional capital returns.Investment adviser will aim to generate these additional capital returns by selling index options against the relevant index.

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