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WINTERTHUR ELITE GLOBAL EQUITY PF - Fund overview

No Bestinvest rating

Overview of WINTERTHUR ELITE GLOBAL EQUITY PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. WINTERTHUR ELITE GLOBAL EQUITY 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	May, 2004
Size	£68m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	163.90p

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 elite global equity pf asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	1%

winterthur elite global equity pf equity geographic illustration

Allocation		Proportion

	UK	10%
	Europe	29%
	Nth America	35%
	Japan	10%
	Pacific	8%
	Other Equity	8%

winterthur elite global equity pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for WINTERTHUR ELITE GLOBAL EQUITY PF

Investment process

The Fund aims to outperform the Global Equities sector average over 3-year rolling periods. Separate specialist Fund Managers are chosen using a strict selection criteria.

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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