Scottish Widows UK Equity Income A Inc

IMA Sector:

UK Equity Income

ISIN:

GB0031643348

Fund Type:

OEIC

686.00p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 28-Mar-2024
  • Change: 0.90p
  • Change %: 0.13%
  • Currency: GBP
  • YTD change: 11.80p
  • YTD %: 1.75%

Fund Objective

To give an income together with some capital growth over the long term by investing, mainly, in a portfolio of UK company shares. The fund may also invest in fixed interest securities.

View on Past Performance

The six months to the end of June have been a challenging period for UK equities, and particularly for those investing in smaller companies. Volatility has been a key feature of the market. With risk-averse investors seeking the perceived safety of shares in large companies, smaller companies have underperformed relative to the market.

Future Expectations

While many small and medium-sized companies are now trading at their most attractive valuations in several years, their share prices may prove vulnerable to ongoing economic concerns.

Fund Details

Latest Price 686.00p IMA Sector UK Equity Income
Currency British Pound Launch Date 16/10/1970
Fund Size n/a Fund Manager Richard Dunbar
ISIN GB0031643348 Dividend 7.61p

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

 

Price Info

Date 28-Mar-2024
NAV 686.00p
Currency GBP
Change 0.90p
% 0.13%
YTD change 11.80p
YTD % 1.75%

Fund Facts

Fund Inception 16/10/1970
Fund Manager Richard Dunbar
TER 1.36 (31-Aug-2010)

Fund Reports

Minimum Investment
Initial £1000
Additional n/a
Savings £50
Charges
Initial n/a
Annual Mang't n/a
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.05

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