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See MGTS AFH Strategic Core fund as a pension fund
See underlying MGTS AFH Strategic Core fund

Skandia MGTS AFH Strategic Core

Underlying Fund

MGTS AFH Strategic Core

FE Crown Rating ( Underlying )

(Unrated Sector)

Fund Objective ( Underlying )

To provide capital growth over the long term from a range of transferable securities, debt instruments (including, but not limited to, government bonds, corporate bonds and certain transferable securities) and collective investment schemes (both regulated and unregulated). The Company will be actively managed on a medium risk basis and assets may be allocated to any geographical sector through investment in collective investment schemes (both regulated or unregulated) or directly through investment in Eligible Markets.

Fund Manager ( Underlying )

Graham Toone

Domicile

United Kingdom

Sector

Specialist

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 6.05m as at 30-Apr-2013

Unit Name

Skandia MGTS AFH Strategic Core

Inc/Acc

Accumulating 

Citicode

I2M2

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B55MFB12 

Annual Charge

n/a

Bid

GBX 116.00

Offer

GBX 122.10

Change (Offer)

0.60 (0.49%)
18-Jun-2013

Unit LaunchDate

12-Jan-2010

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 6.75 -0.17 6.85 13.79 21.07 -
Sector 5.53 -1.61 5.98 11.12 13.56 19.05
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 7.45 -1.85 - - -
Sector 6.76 -5.30 8.11 18.93 -17.25

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
International Equities 45.00
Money Market 21.00
Specialist & Others 12.00
Fixed Interest 10.00
UK Equities 8.00
Property 2.00
Global Emerging Market Equities 2.00

Regional Breakdown ( Underlying )

No breakdown data available.

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Equities 45.00
Money Market 21.00
Fixed Interest 10.00
Specialist 9.00
Others 6.00
UK Equities 5.00
Property 2.00
Global Emerging Market Equities 2.00

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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