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WINTERTHUR ABERDEEN EUROPEAN PF - Fund overview

No Bestinvest rating


Overview of WINTERTHUR ABERDEEN EUROPEAN PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR ABERDEEN EUROPEAN 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  February, 1998
Size  £5m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 133.20p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.95%
Total expense ratio 1.45%
Reduction in yield (10yr) 1.45%

Bestinvest says


No information available.

Portfolio

winterthur aberdeen european pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
winterthur aberdeen european pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
winterthur aberdeen european pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 13%
Small Caps 7%

Investment process


The fund objective is maximum total return, primarily through capital growth, by investing in all European countries west of the Urals (excluding the UK).
The conservative approach focuses on large capitalised companies, with smaller stocks occasionally bought when opportune. Research driven process to identify stocks offering fair value.

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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