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First State ... funds

WESLEYAN DEPOSIT PF - Fund overview

No Bestinvest rating


Overview of WESLEYAN DEPOSIT PF

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

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  December, 2001
Size  £5m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 289.20p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 4.77%
Annual management charge 0.75%
Total expense ratio 0.75%
Reduction in yield (10yr) 1.23%

Bestinvest says


No information available.

Portfolio

wesleyan deposit pf asset allocation illustration
Allocation Proportion
Equity –
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 100%

No data available.

No data available.

View all performance data for WESLEYAN DEPOSIT PF

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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