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SCWI UBS UK SELECT S3 PF - Fund overview

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Overview of SCWI UBS UK SELECT S3 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  UK All Companies
Product type  PENSION FUND
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 88.70p

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

scwi ubs uk select s3 pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
scwi ubs uk select s3 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
scwi ubs uk select s3 pf equity capitalisation illustration
Allocation Proportion
Large Caps 66%
Mid Caps 22%
Small Caps 12%

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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