020 7189 9999

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

Bestinvest
Fund search

TEACHERS CAUTIOUS INVESTMENT - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of TEACHERS CAUTIOUS INVESTMENT

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

Standard Initial Charge

3.00% 0.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  February, 2006
Size  £69m
Yield 2.0%
Charging basis  –
Dividends paid  Feb & Oct
Bid price 54.49p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.25%
Reduction in yield (10yr) 1.25%

Bestinvest says


No information available.

Portfolio

teachers cautious investment asset allocation illustration
Allocation Proportion
Equity 20%
High yield bonds 3%
Quality bonds 60%
Property 0%
Commodities 0%
Hedge 12%
Fund cash 5%
teachers cautious investment equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
teachers cautious investment equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund's objective is to achieve a high level of income along with an element of capital growth. The Manager’s policy to achieve this objective is to invest in a range of collective investment schemes, which will gain exposure to a diversified portfolio of fixed interest and 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

Version: 4.1.2