Scottish Widows UK Equity Income B

IMA Sector:

UK Equity Income

ISIN:

GB0031744856

Fund Type:

OEIC

702.30p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 23-Jul-2021
  • Change: -1.30p
  • Change %: -0.18%
  • Currency: GBP
  • YTD change: 62.90p
  • YTD %: 9.84%

Fund Objective

A UK portfolio of investments which may include, directly or indirectly, in overseas equities, preference shares, fixed interest stocks and warrants.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Scottish Widows UK Equity Income B Inc
3 year Scottish Widows UK Equity Income B Inc
1 Year Scottish Widows UK Equity Income B Inc
6 Month Scottish Widows UK Equity Income B Inc
1 Month Scottish Widows UK Equity Income B Inc

Top 10 Holdings

Name % Net Assets
No holding data available.

Holdings Breakdown

No holdings data available.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: Forecast figures based on normalised accounts.

 

Price Info

Date 23-Jul-2021
NAV 702.30p
Currency GBP
Change -1.30p
% -0.18%
YTD change 62.90p
YTD % 9.84%

Fund Facts

Fund Inception 16/10/1970
Fund Manager Richard Dunbar
TER -

Fund Reports

Minimum Investment
Initial £1000
Additional n/a
Savings n/a
Charges
Initial 6.00%
Annual Mang't 1.00%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.06

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