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WINTERTHUR OLD MUTUAL GLOBAL STRATEGIC BOND PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR OLD MUTUAL GLOBAL STRATEGIC BOND PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR OLD MUTUAL GLOBAL STRATEGIC BOND 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	January, 1997
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	299.10p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.39%
Reduction in yield (10yr)	1.39%

Bestinvest says

No information available.

Portfolio

winterthur old mutual global strategic bond pf asset allocation illustration

Allocation		Proportion

	Equity	0%
	High yield bonds	12%
	Quality bonds	77%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	11%

No data available.

View all performance data for WINTERTHUR OLD MUTUAL GLOBAL STRATEGIC BOND PF

Investment process

The fund's objective is to produce an attractive level of income together with capital appreciation by investing in a diversified international portfolio of fixed and variable rate bond investments, including convertible securities. The fund will vary the currencies in
which it invests to enable it to achieve its objective.

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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