Fund Performance Download Page

Last Updated -
March 4 2010



 

See what the top managers views are in
respect of the current investment climate
and what they believe will unfold in the in the coming months Click here




"Keeping one step ahead
of the bear"

A client brochure discussing strategies to help in
bear markets.

Click here


Royal Skandia's Award Winning Managed Savings & Pension Plans Are Now Offering Unrivalled Special Offer Benefits Until
 
March 31 2010


Full Details








 

"Informer" reports on
Interesting Investment Topics
And New Fund Launches

October 2009 - Q4 Edition

 



Sterling Funds - Feb 2010 USD Funds - Feb 2010 EURO Funds - Feb 2010


All Royal Skandia funds can now be accessed by the following award winning
Royal Skandia investment products :


Managed Capital Account Managed Savings Account Collective Investment Bond Executive Redemption Bond
 


If you are not currently a client of CSM Ltd's but would like to be kept informed when the new fund performance data is published simply click on the e-mail button below and forward the request.

 

Below is a small selection of fund profiles from Royal Skandia's extensive range.

 

Best Ideas Fund Take ten of the world's leading fund managers, ask them to pick their ten 'best stock ideas' and put them together in a single Fund.

key points at a glance :
ten world-class investment managers
five UK,five non-UK each running a 10 stock portfolio 100 stocks in total freedom to pursue their very best ideas
flexibility to hold up to 25% in cash
JPMorgan Natural Resources The JPMorgan Natural Resources fund focuses on companies showing growth in resource reserves and production.
HSBC BRIC Fund Gain exposure to the markets in Brazil,Russia,China and India
HSBC India The HSBC India is a growth-oriented fund investing in Indian equities.  The fund will invest in large and liquid companies
JPMorgan Ethical Fund Skandia have selected a leading mainstream global manager, JPMorgan Asset Management, to manage around three-quarters of the fund. The JPMAM mandate is complemented by holdings in three existing retail funds, all with different style and size biases.

By blending the four managers, Skandia are able to balance investment styles and spread risk, with the aim of reducing volatility and increasing potential returns
Fidelity Special Situations The Fidelity Special Situations is managed with the aim of achieving long-term capital growth by investing in an actively managed portfolio primarily of UK equities. It is a true stock-picking fund. It has been awarded with the following ratings: S&P AAA, S&P stars 5 and Citywire AAA.
Fidelity Money Builder Income The Fidelity Moneybuilder Income is managed to achieve an attractive level of income from a portfolio invested in sterling denominated fixed-interest securities. It has been awarded with the following ratings: S&P AA, S&P stars 5 and Citywire AA.
ABN Amro Global Emerging Markets Bond The ABN Amro Global Emerging Markets Bond fund is to provide interest income via investments in fixed-income instruments in emerging markets countries. The fund has been awarded with the following ratings: S&P AA, S&P stars 4
Royal Skandia GBP Schroder Medical Discovery This fund aims for capital growth by investing in healthcare, medical services and related companies worldwide
Royal Skandia GBP Schroder UK Mid 250 This funds objective is to achieve long-term capital growth by investing in the medium sized companies listed on the FTSE Mid 250 Index
Royal Skandia Merrill Lynch Gold & General Fund Gold Bullion is considered a safe haven by many.This fund gives you access to it
Royal Skandia UK Index Tracking Fund  This fund aims to track the UK FTSE 100 Index
Royal Skandia US Index Tracking Fund  This fund aims to track the FTSE World USA Index (a general market index for US Equities) 
Royal Skandia USD Global Bond This fund invests in global fixed interest securities.

 

If a fund profile is not shown please request it from us by clicking on the e-mail icon


 


 
 

 

 



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