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ZURICH MANAGED AP PF - Fund overview

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Overview of ZURICH MANAGED AP PF

The fund is managed by Sarah Arkle who is head of equities at Scudder Threadneedle with bond input coming from the head of the fixed income department. The portfolio reflects Threadneedle's view of the world, therefore over/under weighting geographical regions as the macroeconomic policy dictates.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	May, 1971
Size	£10,955m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	7,683.60p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.00%
Annual management charge	–
Total expense ratio	–
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

zurich managed ap pf asset allocation illustration

Allocation		Proportion

	Equity	81%
	High yield bonds	0%
	Quality bonds	11%
	Property	4%
	Commodities	–
	Hedge	–
	Fund cash	4%

zurich managed ap pf equity geographic illustration

Allocation		Proportion

	UK	63%
	Europe	14%
	Nth America	8%
	Japan	4%
	Pacific	2%
	Other Equity	9%

zurich managed ap pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for ZURICH MANAGED AP PF

Investment process

Although badged as an Allied Dunbar Fund the fund is in fact managed by Threadneedle's investment management team.
The objective is for the fund to invest within a spread of asset classes e.g. equities, gilts, property and fixed-interest securities over a wide range of economies. Although the fund invests globally the major bias within the fund will always be towards the UK, due to the peer group within which the fund resides.
The fund reflects Threadneedle's in house macroeconomic view of the world and will therefore over/under weight geographical locations in line with this view.

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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