Funds of Funds
Spread risk and pay no dealing commission
Funds of Funds
The three Funds of Funds (collectively known as the SF Portfolio of Funds) from our sister company Sharefunds, provide you with an opportunity to spread risk cost-effectively by buying into a wide variety of investments. They cater for three different investment objectives with varying degrees of risk: cautious, positive and adventurous. There's no dealing commission, a 1% annual management fee and no initial charge.
| Risk | Aim | |||||
| Low | Medium | High | Income | Growth | Balanced | |
| SF Cautious | X | X | ||||
| SF Positive | X | X | ||||
| SF Adventurous | X | X | ||||
Before you invest
Please make sure you read, and keep a copy of, the SF Portfolio Brochure/Simplified Prospectus before you invest in any of these funds. If you do not understand any point please contact our customer service team on 01296 41 41 41.
Time horizon
Our views on funds are generally based on a time horizon of three to five years or longer. Please read our investment research policy to understand how the Advice team arrive at our view.
SF Cautious Fund
Investment aim
This is a lower-risk investment that aims to provide an income of 4% gross per annum and some capital growth.
Where does the fund invest?
The fund will primarily have exposure to the UK markets, with no more than 60% in equities and no less than 30% in fixed interest or cash, through the underlying funds.
| Initial charge: | 0% |
| Annual management charge: | 1% |
| Minimum initial investment: | £25.00 |
| Monthly investment option: | Yes |
| Eligible for ISA: | Yes |
| Eligible for CTF: | Yes |
The SF Portfolio of Funds brochure
SF Positive Fund
Investment aim
This is a medium-risk investment that aims to achieve an income of 2% gross per annum and strong capital growth.
Where does the fund invest?
The intent is to take advantage of economic conditions in key markets, which may include the UK, US, Europe and Japan, through the underlying funds.
| Initial charge: | 0% |
| Annual management charge: | 1% |
| Minimum initial investment: | £25.00 |
| Monthly investment option: | Yes |
| Eligible for ISA: | Yes |
| Eligible for CTF: | Yes |
The SF Portfolio of Funds brochure
SF Adventurous Fund
Investment aim
For those of you with a greater appetite for risk, this fund aims to achieve higher capital growth through a global investment strategy.
Where does the fund invest?
The fund will have exposure to the UK, as well as overseas markets, and may include emerging markets and specialist sectors, through the underlying assets.
| Initial charge: | 0% |
| Annual management charge: | 1% |
| Minimum initial investment: | £25.00 |
| Monthly investment option: | Yes |
| Eligible for ISA: | Yes |
| Eligible for CTF: | Yes |
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