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WILLIAMS DE BROE ASSETMASTER BALANCED - Fund overview

Bestinvest rating Unrated


Overview of WILLIAMS DE BROE ASSETMASTER BALANCED

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WILLIAMS DE BROE ASSETMASTER BALANCED does not fall into either of these categories at present.

Standard Initial Charge

5.25% 1.00%

Invest via Bestinvest to save 4.25%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  Balanced Managed
Product type  OFFSHORE FUND (DISTRIBUTOR)
Launched  February, 2004
Size  £29m
Yield 0.0%
Charging basis  INCOME
Dividends paid  25/01
Cofunds  Yes
FundsNetwork  No
Bid price 137.50p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.48%
Reduction in yield (10yr) 2.58%

Portfolio

williams de broe assetmaster balanced  asset allocation illustration
Allocation Proportion
Equity 53%
High yield bonds
Quality bonds 10%
Property 11%
Commodities
Hedge 25%
Fund cash 1%
williams de broe assetmaster balanced  equity geographic illustration
Allocation Proportion
UK 33%
Europe 22%
Nth America 20%
Japan
Pacific
Other Equity 25%
williams de broe assetmaster balanced  equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

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