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SCWI SSGA UK EQUITY INDEX S3 PF - Fund overview

No Bestinvest rating

Overview of SCWI SSGA UK EQUITY INDEX S3 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCWI SSGA UK EQUITY INDEX S3 PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	September, 2006
Size	£51m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	105.90p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	0.00%
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 ssga uk equity index s3 pf asset allocation illustration

Allocation		Proportion

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

scwi ssga uk equity index s3 pf equity geographic illustration

Allocation		Proportion

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

scwi ssga uk equity index s3 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for SCWI SSGA UK EQUITY INDEX S3 PF

Investment process

The fund aims to achieve long-term growth by investing primarily in shares of companies
listed in the FTSE All Share Index. The fund invests primarily in company shares.
Investment is solely through the State Street UK Equity Index Fund and is made on an
index-tracking basis.

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.

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