Skandia Actively Managed Balanced

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0032763814

Fund Type:

OEIC

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The Balanced Fund aims to provide investors with above average long term capital growth within the IMA Balanced Managed sector.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Skandia Actively Managed Balanced
3 year Skandia Actively Managed Balanced
1 Year Skandia Actively Managed Balanced
6 Month Skandia Actively Managed Balanced
1 Month Skandia Actively Managed Balanced

Top 10 Holdings

Name % Net Assets
UBS 12.6%
LAZARD 12.6%
MIRABAUD 7.6%
ORIGIN 7.6%
SKANDIA 5.9%
ALLIANCE BERNSTEIN 5.8%
ROYAL LONDON 5.7%
IGNIS 4.7%
T ROWE PRICE 4.6%
BLACKROCK MERRILL LYNCH 4.0%

Holdings Breakdown

Holding Chart
Key % Net Assets
UBS 12.6%
LAZARD 12.6%
MIRABAUD 7.6%
ORIGIN 7.6%
Other 59.6%

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 14/02/2003
Fund Manager n/a
TER -
Minimum Investment
Initial 1000
Additional n/a
Savings 50
Charges
Initial 5.00%
Annual Mang't 1.25%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.04

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