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SCWI STOCKMARKET GROWTH PORTFOLIO S3 SPF - Fund overview

No Bestinvest rating


Overview of SCWI STOCKMARKET GROWTH PORTFOLIO S3 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCWI STOCKMARKET GROWTH PORTFOLIO S3 SPF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  August, 2004
Size  £155m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 149.70p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

scwi stockmarket growth portfolio s3 spf asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds 0%
Quality bonds 7%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
scwi stockmarket growth portfolio s3 spf equity geographic illustration
Allocation Proportion
UK 64%
Europe 9%
Nth America 19%
Japan 4%
Pacific 2%
Other Equity 2%
scwi stockmarket growth portfolio s3 spf equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 16%
Small Caps 6%

View all performance data for SCWI STOCKMARKET GROWTH PORTFOLIO S3 SPF

Investment process


The fund aims to give long-term capital growth by investing predominantly in equities. A limited proportion of the portfolio will also be invested in fixed interest securities. The portfolio will invest in both UK and overseas markets. Investments are held in funds within the Lloyds TSB Group.

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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