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WAY FREESTYLE GROWTH PORTFOLIO R - Fund overview

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Overview of WAY FREESTYLE GROWTH PORTFOLIO R

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

Standard Initial Charge

5.25% 

Fund summary

Sector  Global
Product type  OEIC
Launched  July, 2010
Size  £3m
Yield 0.2%
Charging basis  –
Dividends paid  –
Bid price 91.90p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 0.50%
Reduction in yield (10yr) 0.50%

Bestinvest says


No information available.

Portfolio

way freestyle growth portfolio r asset allocation illustration
Allocation Proportion
Equity 90%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 10%
way freestyle growth portfolio r equity geographic illustration
Allocation Proportion
UK 20%
Europe 0%
Nth America 20%
Japan 10%
Pacific 10%
Other Equity 40%
way freestyle growth portfolio r equity capitalisation illustration
Allocation Proportion
Large Caps 15%
Mid Caps 80%
Small Caps 5%

Investment process


The fund, WAY Freestyle Growth Portfolio Retail Acc, aims to achieve long-term capital appreciation. It focuses on delivering returns from investment across the eligible markets of the world. The investment adviser invests on an unconstrained basis following input and advice of largely external advisers who contribute their up-to-the-minute and best ideas for growth investment.

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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