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See PSigma Income fund as a pension fund
See underlying PSigma Income fund

Skandia PSigma Income

Underlying Fund

PSigma Income

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The aim of the fund is to enable the investor to achieve a reasonable and rising income together with a long term capital growth by investing primarily in UK companies.

Fund Manager ( Underlying )

Bill Mott

Domicile

United Kingdom

Sector

UK Equity Income

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 2.52m as at 30-Apr-2013

Unit Name

Skandia PSigma Income

Inc/Acc

Accumulating 

Citicode

B6G6

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B2NJTZ55 

Annual Charge

1.50%

Bid

GBX 118.60

Offer

GBX 124.80

Change (Offer)

-0.50 (-0.40%)
17-May-2013

Unit LaunchDate

08-Feb-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 12.10 7.62 16.05 22.39 33.56 19.68
Sector 14.59 8.19 18.92 27.50 40.77 30.67
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 7.30 2.07 9.03 19.57 -
Sector 12.34 -1.83 12.43 20.77 -27.04

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 82.75
US Equities 7.37
Swiss Equities 3.95
Money Market 2.61
French Equities 1.49
Canadian Equities 1.11
German Equities 0.72

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 82.75
USA 7.37
Switzerland 3.95
Money Market 2.61
France 1.49
Canada 1.11
Germany 0.72

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Others & General Mining 37.04
Pharmaceuticals 16.39
Oil & Gas - Integrated 14.99
Mobile Telecommunications 6.59
Tobacco 6.45
Banks 5.21
Life Insurance 4.15
Food Products 3.56
Food Retailers & Wholesalers 2.84
Fixed Line Telecommunication 2.78

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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