Scottish Widows UK Growth Fund P Acc

Name
Scottish Widows UK Growth Fund P Acc
Manager
Scottish Widows Unit Trust Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00BD497686
Sector
UK All Companies
Launched
20/02/2017
OCF
0.96 %
Yield
3 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to provide capital growth through investment in a broad portfolio of shares of UK companies. The benchmark index for the Fund is the FTSE All-Share Index (the “Index”). The Investment Adviser seeks to outperform the Index by 1.25%* per annum on a rolling 3 year basis, before deduction of fees.
Holding %
Royal Dutch Shell PLC B 8.10 %
HSBC Holdings PLC 4.73 %
GlaxoSmithKline PLC 4.30 %
BP PLC 4.27 %
AstraZeneca PLC 3.97 %
Diageo PLC 3.72 %
FTSE 100 Index Future Dec19 2.70 %
BlackRock ICS Sterling Liq Agency Inc 2.67 %
Unilever PLC 2.64 %
British American Tobacco PLC 2.59 %
Region %
United Kingdom 93.37 %
Sector %
Financial Services 17.58 %
Consumer Defensive 15.62 %
Energy 14.11 %
Healthcare 10.71 %
Industrials 9.45 %
Basic materials 9.32 %
Communication Services 9.27 %
Consumer Cyclical 9.13 %
Name
Scottish Widows Unit Trust Managers Ltd
Address
EH16 5WL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Not Disclosed
Joined 11/01/2012

Data provided by Morningstar.

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