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WINTERTHUR ABERDEEN MULTI-ASSET PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR ABERDEEN MULTI-ASSET PF

The fund's objective is to provide long term total return, the managers may select from a mix of securities, which includes UK and international equities, bonds and funds to achieve the objective. The managers will primarily use internal funds within Aberdeen and look to add value by asset allocation by selecting alternative assets.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	May, 1996
Size	£206m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	270.90p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.50%
Total expense ratio	0.55%
Reduction in yield (10yr)	0.55%

Bestinvest says

No information available.

Portfolio

winterthur aberdeen multi-asset pf asset allocation illustration

Allocation		Proportion

	Equity	75%
	High yield bonds	0%
	Quality bonds	10%
	Property	0%
	Commodities	4%
	Hedge	3%
	Fund cash	8%

winterthur aberdeen multi-asset pf equity geographic illustration

Allocation		Proportion

	UK	48%
	Europe	17%
	Nth America	14%
	Japan	8%
	Pacific	9%
	Other Equity	4%

winterthur aberdeen multi-asset pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	78%
	Mid Caps	16%
	Small Caps	6%

View all performance data for WINTERTHUR ABERDEEN MULTI-ASSET PF

Investment process

The funds objective is to provide long term total return from a diversified portfolio, the managers may invest in funds, equities and bonds. Other securities which may be used include money market instruments, warrants, derivatives and forward transactions, cash and near cash and deposits. The managers will seek to add returns by asset allocation and macro views.

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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