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EFA TACTICA GROWTH PORTFOLIO - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of EFA TACTICA GROWTH PORTFOLIO

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

Standard Initial Charge

3.50% 2.00%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  Acc units only
Bid price 88.57p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 3.30%
Reduction in yield (10yr) 3.50%

Bestinvest says


No information available.

Portfolio

efa tactica growth portfolio asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds 2%
Quality bonds 1%
Property
Commodities
Hedge 15%
Fund cash 1%
efa tactica growth portfolio equity geographic illustration
Allocation Proportion
UK 19%
Europe 8%
Nth America 63%
Japan 10%
Pacific
Other Equity
efa tactica growth portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


To achieve long-term capital appreciation through investing in transferable securities, including equity securities of companies around the world and debt obligations of corporate and government issuers, as well as collective investment schemes, alternative strategies (including derivatives and foreign exchange strategies) and structured products.

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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