Asset Allocator Funds - where we invest

At Skandia Investment Management we seek to generate out-performance primarily by good manager selection, so we do not take major bets on any particular sector, size of stock or investment style. Each fund in the Asset Allocator range is therefore carefully constructed by our team of investment experts to provide a balance of investment style and management approach. Please note that the dynamic nature of the market means that the managers are subject to change.

 

UK Equity Blend Fund Chart
Artemis UK Growth 18%
Schroder UK Alpha 8%
Martin Currie mandate 19%
Gartmore 17%*
UBS mandate 19%
Lazards mandate 17%

European Equity Blend Fund Chart

Cazenove European 7.5%
New Star European Growth 7.5%
Artemis European Growth 19%
Goldman Sachs mandate 33%
AXA Rosenberg mandate 33%

US Equity Blend Fund Chart

T. Rowe Price Core mandate 19%
Legg Mason US Equity Value 19%
Alliance Bernstein mandate 31%
T.Rowe Price Growth mandate 31%

Far East Equity Blend Fund Chart

AXA Rosenberg Pacific ex Japan Small Cap Alpha 19%
Aberdeen Asia 31%
Lincoln Far East(Mondrian) 12%
First State 38%

Japanese Equity Blend Fund Chart

JPMAM Japanese Equity mandate 19%
Alliance Bernstein Japan mandate 19%
Schroder Japan Alpha Plus 12%
Old Mutual Japanese Select 19%
Schroder Tokyo 19%
Martin Currie Japan Alpha 12%

Global Emerging Markets Fund Chart

Lazard Emerging Markets 19%
Schroder Global emerging Markets 19%
Hamon Asian Market Leaders 18.6%
Gartmore Latin America 13.3%
Resolution International Emerging Europe (Hexam) 11.5%
First State mandate 18.6%

UK Fixed Interest Blend Fund Chart

Royal London Income 16.7%
Schroder Strategic Bond 16.5%
Aegon Extra Income 16.7%
Goldman Sachs mandate 16.7%
Fidelity Money Builder Income 16.7%
Old Mutual Corporate Bond 16.7%

Global Fixed Interest Blend Fund Chart

Aegon Global Income 19%
Fidelity Institutional International Bond 19%
Loomis Sayles Global Opportunistic Bond 19%
Wellington mandate 19%
Baring Directional Global Bond 12%
Threadneedle European High Yield 19%

 

 

 

*The First State holding is a combination of a segregated mandate and the Asia Pacific Leaders Fund both run by Angus Tulloch.

**The Aberdeen holding consists of two retail funds - Aberdeen Asia Pacific and Aberdeen Global Asia Pacific.

 

 

 

 

Target allocations as at 16 August 2007

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Glossary.

Calls may be monitored and recorded for training purposes and to avoid misunderstandings.
Issued by Skandia Investment Management Limited, a member of the Skandia group of companies. Authorised and regulated by the Financial Services Authority. FSA Register number 208543. www.fsa.gov.uk/register/. Registered number: 4227837 England. Registered Office: Skandia House, Portland Terrace, Southampton, SO14 7EJ, United Kingdom.