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UOB KINETICS PARADIGM C USD - Fund overview

No Bestinvest rating

Overview of UOB KINETICS PARADIGM C USD

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. UOB KINETICS PARADIGM C USD does not fall into either of these categories at present.

Standard Initial Charge

6.00% 3.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	July, 2005
Size	£336m
Yield	0.0%
Charging basis	–
Dividends paid	Acc units only.
Bid price	6,804.49p

Fund Charges

Standard Initial charge	6.00%
Initial charge via Bestinvest	3.00%
Additional bid/offer spread	0.00%
Annual management charge	1.75%
Total expense ratio	1.75%
Reduction in yield (10yr)	2.05%

Bestinvest says

No information available.

Portfolio

uob kinetics paradigm c usd asset allocation illustration

Allocation		Proportion

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

uob kinetics paradigm c usd equity geographic illustration

Allocation		Proportion

	UK	5%
	Europe	–
	Nth America	95%
	Japan	–
	Pacific	–
	Other Equity	–

uob kinetics paradigm c usd equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for UOB KINETICS PARADIGM C USD

Investment process

The investment objective of the Paradigm Fund is long-term growth of capital. The Paradigm Fund seeks to achieve its investment objective by investing all of its investable assets in the Paradigm Portfolio. Under normal circumstances, the Paradigm Portfolio invests at least 65% of its net assets in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks (such as ADRs and IDRs) of U.S. and foreign companies.

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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