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WINTERTHUR ABERDEEN UK GROWTH PF - Fund overview

No Bestinvest rating


Overview of WINTERTHUR ABERDEEN UK GROWTH PF

Managed in a stockpicking fashion, Charles Curtis follows the model portfolio produced by Deutsche's UK team, but only so far. The rest of the portfolio which can account for 40% is made up from small cap stocks and ideas from out with the model.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  PENSION FUND
Launched  October, 2003
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 167.50p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.15%
Total expense ratio 1.15%
Reduction in yield (10yr) 1.15%

Bestinvest says


No information available.

Portfolio

winterthur aberdeen uk growth pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
winterthur aberdeen uk growth pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
winterthur aberdeen uk growth pf equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 22%
Small Caps 7%

Investment process


The fund aims to achieve long term capital appreciation through investment primarily in UK equities quoted on the London Stock Exchange. The fund manager has the freedom to invest in any size of company.

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

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