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WINTERTHUR PREMIER FELLOWSHIP PF - Fund overview

No Bestinvest rating


Overview of WINTERTHUR PREMIER FELLOWSHIP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR PREMIER FELLOWSHIP 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  May, 1996
Size  £2m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 161.40p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.10%
Total expense ratio 1.40%
Reduction in yield (10yr) 1.40%

Bestinvest says


No information available.

Portfolio

winterthur premier fellowship pf asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 2%
Property 0%
Commodities
Hedge
Fund cash 5%
winterthur premier fellowship pf equity geographic illustration
Allocation Proportion
UK 95%
Europe 4%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%
winterthur premier fellowship pf equity capitalisation illustration
Allocation Proportion
Large Caps 61%
Mid Caps 20%
Small Caps 19%

Investment process


The fund's aim is to achieve capital growth over the long term. The Fund's investment policy is to invest in companies, which meet defined ethical criteria predominantly in the UK, although the Authorised Corporate Director (ACD) may invest internationally when appropriate. The fund has an independent Committee of Reference, which has the responsibility for defining these criteria from time to time, and for ensuring that companies selected for the portfolio meet the criteria. Under the direction of the Committee of Reference, the ACD will at all times: a) seek to invest in companies which produce a sound return and benefit the community in which they operate or the environment in general. b) avoid investing in companies with any significant involvement in gambling, the arms trade or any other activities considered to have an adverse overall effect on health, the environment or human dignity. The fund may also invest in companies quoted on the Alternative Investment Market in the UK and on similar stockmarkets overseas.

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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