Let’s delve into the Retirement Fund offered by Savings UK Ltd. This fund aims to provide a secure and profitable investment option for those planning their retirement. Here are the key details:

Overview

Creation date 20th Aug 2012
Minimum Investment 5000
Supported Currencies GBPEUR,  USD
Fund invests in STOCKS & Projects
Target AER  15-25%
Since 2012 Return on Investment (ROI)

357%

Ongoing charges (OCF)

0.20% Transaction fee applies iManagement fees

Risk

4 4 out of 7 iSynthetic Risk and Reward Indicator (SRRI)

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RETIREMENT FUND - SAVINGS UK LTD

Objective

  • The Retirement Fund seeks to hold investments across various asset classes:
    • 10% Gold
    • 10% Forex
    • 20% UK Stocks / EU Stocks
    • 20% US Stocks
    • 20% Emerging Markets
    • 20% Tech & Innovation
  • The Fund gains exposure to shares and BONDS and other similar fixed income investments by investing more than 90% of its assets in SAVINGS UK LTD passive funds that track an index (“Associated Schemes”). Direct Investment in shares and bonds and other similar fixed income investments may also be made.
  • The Fund is actively managed in that the Investment Advisor has discretion in respect of the Associated Schemes in which the Fund may invest and the allocations to them, each of which may change over time. The Investment Adviser manages the Fund through the pre-determined exposure to shares and bonds (and other similar fixed income investments), as detailed above.
  • The Mutual Fund will have exposure to shares of UK companies and non-UK companies (including emerging markets (i.e. countries that are progressing toward becoming advanced, usually shown by some development in Financial markets, the existence of some form of STOCK  EXCHANGE and a regulatory body)), and to Sterling-denominated and non-Sterling denominated bonds (including government bonds, index-linked bonds and UK investment-grade bonds). The UK will generally form one of the largest single country exposures for shares and bonds.
  • The Fund attempts to remain fully invested and hold small amounts of cash except in extraordinary MARKET, political or similar conditions where the Fund may temporarily depart from this investment policy.

Annual Gain

Performance will not be shown for funds which do not have one full year of data available.

Basis of fund performance NAV to NAV, net of expenses, with gross income reinvested. For ETFs, where the base currency is either Euro or US Dollar, returns may increase or decrease as a result of currency fluctuations.

Funds gain based on a £10,000 investment

Return on Investment - RETIREMENT FUND

This chart is based on the fund’s month-end NAV, which is the value of the fund’s investments divided by the number of shares in the fund. It might be shown in currencies other than sterling for funds that invest overseas. NAV movements give a good indicator of the historical performance of the fund but they won’t exactly match the returns you see as an Investor. That’s because your performance experience is based on the offer price (the price at which you buy into the fund – sometimes called the market value) and the bid price (the price at which you sell). 

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Secure Investments

With Savings UK Ltd you have a fully secure INVESTMENT solution that works out of the box.

With intuitive Investment Analysis by our Investment Analysts, as well as clear and transparent reporting, investing is as easy as never before.

Why you are winning with Savings UK Ltd

You INVEST funds in Retirement Investments Fund and keep full control over your investment. Let us do the work: Always diversified, highly reliable and thus much more efficient than investing has ever been.

  • Investments Analysis, monitoring and rebalancing
  • We monitor Investments Portfolio and adjust it when needed.
  • Investments Risk management based on science
  • Our risk management and portfolio construction are based on scientific principles.
  • High liquidity
  • So that your WEALTH is always at your disposal.
  • Investment Strategy tailored to the target Return on Investment.
  • Find a strategy that is tailored to the Retirement Investment Fund but adjustable at any time.
  • Simple and clear reporting
  • Easy to read and understand at first glance.

This website is designed to give you information on the products and services offered by Savings UK Ltd. If you are unsure whether these are suitable for you, please speak to a financial/ Investment Advisor.

Past performance is not a guarantee of future results. Investors should be aware that the value of investments can fluctuate, and they may get back less than their initial investment. The fund aims to remain fully invested, with small cash holdings, except during exceptional market or political conditions.

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