020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

S&W KENNOX STRATEGIC VALUE P - Fund overview

No Bestinvest rating
Find rated unclassified funds


Overview of S&W KENNOX STRATEGIC VALUE P

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. S&W KENNOX STRATEGIC VALUE P does not fall into either of these categories at present.

Standard Initial Charge

7.50% 4.50%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  April, 2009
Size  £83m
Yield 2.4%
Charging basis  –
Dividends paid  Jan & May.
Bid price 89.18p

Fund Charges

Standard Initial charge 7.50%
Initial charge via Bestinvest 4.50%
Additional bid/offer spread 0.00%
Annual management charge 1.30%
Total expense ratio 1.60%
Reduction in yield (10yr) 2.05%

Bestinvest says


No information available.

Portfolio

s&w kennox strategic value p asset allocation illustration
Allocation Proportion
Equity 79%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 4%
Fund cash 17%
s&w kennox strategic value p equity geographic illustration
Allocation Proportion
UK 17%
Europe 17%
Nth America 10%
Japan 14%
Pacific 36%
Other Equity 6%
s&w kennox strategic value p equity capitalisation illustration
Allocation Proportion
Large Caps 39%
Mid Caps 21%
Small Caps 40%

Investment process


The Strategic Value Fund focuses on long-term capital appreciation and capital preservation by providing investors with a concentrated portfolio of international equities, bonds and cash that aims to maximise long-term risk-adjusted returns.

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

Version: 4.1.2