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WAY MA GROWTH B - Fund overview

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Overview of WAY MA GROWTH B

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

Standard Initial Charge

5.25% 

Fund summary

Sector  Flexible Investment
Product type  UNIT TRUST
Launched  March, 2008
Size  £6m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 102.35p
Bid price(acc) 102.98p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.45%
Total expense ratio 2.17%
Reduction in yield (10yr) 2.17%

Bestinvest says


No information available.

Portfolio

way ma growth b asset allocation illustration
Allocation Proportion
Equity 62%
High yield bonds
Quality bonds 7%
Property
Commodities 21%
Hedge 5%
Fund cash 5%
way ma growth b equity geographic illustration
Allocation Proportion
UK 35%
Europe
Nth America 20%
Japan 16%
Pacific
Other Equity 29%
way ma growth b equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund seeks to provide capital growth through investment in a portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash deposits and money market instruments.

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.

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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