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SCOTTISH WIDOWS MM OPPORTUNITIES PORTFOLIO PF - Fund overview

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Overview of SCOTTISH WIDOWS MM OPPORTUNITIES PORTFOLIO PF

A multi-manager equity oriented fund run by Frank Russell Co., structured to offer investors improved risk adjusted returns through diversification across different investment styles. This product offers a more competitive charging structure relative to similar alternatives. Note that this fund's weighting in bonds, means that its IMA benchmark (Global Growth) is not wholly representative and so may distort performance comparisons.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 2002
Size	£67m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	123.20p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	5.01%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.51%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	90%
	High yield bonds	–
	Quality bonds	9%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

scottish widows mm opportunities portfolio pf equity geographic illustration

Allocation		Proportion

	UK	38%
	Europe	16%
	Nth America	34%
	Japan	7%
	Pacific	4%
	Other Equity	1%

scottish widows mm opportunities portfolio pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	73%
	Mid Caps	20%
	Small Caps	7%

View all performance data for SCOTTISH WIDOWS MM OPPORTUNITIES PORTFOLIO PF

Investment process

This is a multi-manager product constructed by Frank Russell on behalf of Scottish Widows. Frank Russell are international multi-manager specialists who use quantitative and qualitative techniques to analyse fund manager performance and process. They subsequently construct portfolios that are diversified by managers exhibiting different investment styles. These individual mandates are then monitored in real time by Frank Russell. Fund turnover averages about 15% per annum.

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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