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 %
Risk Rating
4
3 Year Sharpe
-0.15
3 Year Alpha
-1.32
Yield
4.3 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to provide capital growth through investment in a broad portfolio of shares of UK companies. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include preference shares**. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.
Holding %
AstraZeneca PLC 5.75 %
GlaxoSmithKline PLC 5.65 %
Royal Dutch Shell PLC B 4.79 %
Unilever PLC 3.88 %
Rio Tinto PLC 3.85 %
RELX PLC 3.33 %
Diageo PLC 3.17 %
BHP Group PLC 3.14 %
Vodafone Group PLC 3.03 %
British American Tobacco PLC 2.99 %
Region %
United Kingdom 93.88 %
Sector %
Consumer Defensive 17.09 %
Financial Services 16.04 %
Healthcare 13.95 %
Basic materials 12.44 %
Industrials 10.87 %
Communication Services 10.02 %
Consumer Cyclical 8.10 %
Energy 7.19 %
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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