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PFS TAUBE GLOBAL - Fund overview

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Overview of PFS TAUBE GLOBAL

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. PFS TAUBE GLOBAL does not fall into either of these categories at present.

Standard Initial Charge

5.00% –

Fund summary

Sector  Global
Product type  OEIC
Launched  April, 2007
Size  £14m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 110.35p
Bid price(acc) 114.72p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.76%
Reduction in yield (10yr) 1.76%

Bestinvest says


No information available.

Portfolio

pfs taube global asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 5%
pfs taube global equity geographic illustration
Allocation Proportion
UK 22%
Europe 25%
Nth America 15%
Japan 15%
Pacific 15%
Other Equity 8%
pfs taube global equity capitalisation illustration
Allocation Proportion
Large Caps 51%
Mid Caps 26%
Small Caps 23%

View all performance data for PFS TAUBE GLOBAL

Investment process


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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