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WINTERTHUR HENDERSON UK STRATEGIC CAPITAL PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR HENDERSON UK STRATEGIC CAPITAL PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR HENDERSON UK STRATEGIC CAPITAL 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	November, 1999
Size	£5m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	132.60p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

winterthur henderson uk strategic capital pf asset allocation illustration

Allocation		Proportion

	Equity	96%
	High yield bonds	–
	Quality bonds	3%
	Property	2%
	Commodities	0%
	Hedge	–
	Fund cash	-1%

winterthur henderson uk strategic capital pf equity geographic illustration

Allocation		Proportion

	UK	78%
	Europe	8%
	Nth America	6%
	Japan	1%
	Pacific	5%
	Other Equity	2%

winterthur henderson uk strategic capital pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	12%
	Mid Caps	9%
	Small Caps	79%

View all performance data for WINTERTHUR HENDERSON UK STRATEGIC CAPITAL PF

Investment process

The fund's aim is to achieve maximum capital growth by investing primarily in the UK through a spread of equities including investment trust shares and preference shares to achieve maximum capital growth.

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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