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WINTERTHUR OLD MUTUAL SELECT MANAGED PF - Fund overview

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Overview of WINTERTHUR OLD MUTUAL SELECT MANAGED PF

A relatively conservative fund in that it is widely diversified and asset allocation is close to the Association of Private Client's International benchmark.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	January, 1997
Size	£6m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	219.00p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.55%
Total expense ratio	0.65%
Reduction in yield (10yr)	0.65%

Bestinvest says

No information available.

Portfolio

winterthur old mutual select managed pf asset allocation illustration

Allocation		Proportion

	Equity	77%
	High yield bonds	0%
	Quality bonds	19%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	4%

winterthur old mutual select managed pf equity geographic illustration

Allocation		Proportion

	UK	50%
	Europe	13%
	Nth America	19%
	Japan	7%
	Pacific	6%
	Other Equity	5%

winterthur old mutual select managed pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	61%
	Mid Caps	25%
	Small Caps	14%

View all performance data for WINTERTHUR OLD MUTUAL SELECT MANAGED PF

Investment process

The objective of the fund is long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes.
The managers monitor their performance against the Association of Private Client Investment Managers and stockbrokers' Private Investor Growth index so as to allocate assets in line with the typical composition of a private client portfolio.

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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