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SCW UBS UK SELECT S2 PF - Fund overview

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Overview of SCW UBS UK SELECT S2 PF

This portfolio takes the best ideas from the UBS UK Equity desk, hence the "select" in the title. The investment process takes a relative value approach by highlighting a stocks intrinsic value and therefore determining whether it is cheap or expensive. This is a new entry into the retail market for UBS, but given their size and considerable resource they should become a major player.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 2005
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	97.70p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.46%
Reduction in yield (10yr)	1.46%

Bestinvest says

No information available.

Portfolio

scw ubs uk select s2 pf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	0%

scw ubs uk select s2 pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

scw ubs uk select s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	66%
	Mid Caps	22%
	Small Caps	12%

View all performance data for SCW UBS UK SELECT S2 PF

Investment process

This Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in UK equities.

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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