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WINTERTHUR HENDERSON DIVERSIFIED ABSOLUTE RETURN PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR HENDERSON DIVERSIFIED ABSOLUTE RETURN PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR HENDERSON DIVERSIFIED ABSOLUTE RETURN 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	March, 2001
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	105.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	0.90%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.00%

Bestinvest says

No information available.

Portfolio

winterthur henderson diversified absolute return pf asset allocation illustration

Allocation		Proportion

	Equity	43%
	High yield bonds	18%
	Quality bonds	25%
	Property	4%
	Commodities	–
	Hedge	6%
	Fund cash	4%

winterthur henderson diversified absolute return pf equity geographic illustration

Allocation		Proportion

	UK	87%
	Europe	13%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

winterthur henderson diversified absolute return pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for WINTERTHUR HENDERSON DIVERSIFIED ABSOLUTE RETURN PF

Investment process

The fund's objective is to achieve a positive absolute return in different market conditions from a portfolio of securities. The Fund will invest in zero dividend preference shares, fixed interest securities, units in collective investment schemes, investment trusts, money market instruments, deposits and any other permitted asset type deemed appropriate to meet the investment objective.

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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