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ZURICH ABERDEEN UK LONG DATED STERLING BOND ZP PF - Fund overview

No Bestinvest rating


Overview of ZURICH ABERDEEN UK LONG DATED STERLING BOND ZP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH ABERDEEN UK LONG DATED STERLING BOND ZP 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  November, 2003
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 188.30p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.13%
Total expense ratio 0.13%
Reduction in yield (10yr) 0.13%

Bestinvest says


No information available.

Portfolio

zurich aberdeen uk long dated sterling bond zp pf asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 98%
Property
Commodities
Hedge
Fund cash 2%
zurich aberdeen uk long dated sterling bond zp pf equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


This fund aims to provide exposure to an actively managed portfolio, the majority of which is invested in long dated Sterling denominated Investment Grade Debt and Debt Related Securities.

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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