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WINTERTHUR CLOSE FTSE TECHMARK PF - Fund overview

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Overview of WINTERTHUR CLOSE FTSE TECHMARK PF

A specialist product which tracks an index of small and medium-sized UK-listed technology companies. Our general view is that active funds are better vehicles in young market segments and also that general international technology funds offer better exposure.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	July, 2000
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	63.80p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.85%
Total expense ratio	0.95%
Reduction in yield (10yr)	0.95%

Bestinvest says

No information available.

Portfolio

winterthur close ftse techmark pf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

winterthur close ftse techmark pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

winterthur close ftse techmark pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	20%
	Mid Caps	65%
	Small Caps	15%

View all performance data for WINTERTHUR CLOSE FTSE TECHMARK PF

Investment process

The objective is to track the performance of the FTSE techMARK 100 index of LSE-listed technology stocks. The index was launched in November 1999 and includes small and medium sized companies - indeed, the techMARK 100 is a subset of the wider FTSE techMARK universe, being the the largest 100 companies but with a market cap of less than £4billion and above £100million. These young companies are characterised by their expertise and involvement in leading edge technology, such as biotechnology, Internet, software development and telecommunications.

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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