Fund search Browse or

WINTERTHUR ABERDEEN ALPHA GROWTH PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR ABERDEEN ALPHA GROWTH PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR ABERDEEN ALPHA GROWTH 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	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	211.40p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.95%
Total expense ratio	1.20%
Reduction in yield (10yr)	1.20%

Bestinvest says

No information available.

Portfolio

winterthur aberdeen alpha growth pf asset allocation illustration

Allocation		Proportion

	Equity	93%
	High yield bonds	–
	Quality bonds	5%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	2%

winterthur aberdeen alpha growth pf equity geographic illustration

Allocation		Proportion

	UK	88%
	Europe	0%
	Nth America	8%
	Japan	0%
	Pacific	0%
	Other Equity	4%

winterthur aberdeen alpha growth pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	52%
	Mid Caps	15%
	Small Caps	33%

View all performance data for WINTERTHUR ABERDEEN ALPHA GROWTH PF

Investment process

To achieve long term capital growth. The Fund's investment policy is to invest mainly in a portfolio of UK and other securities, which may include fixed interest and overseas securities.

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

Research