Scottish Widows UK Select Growth A Acc

IMA Sector:

UK All Companies

ISIN:

GB0031632341

Fund Type:

OEIC

 2,370.00p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 21-Jun-2024
  • Change: 0.000p
  • Change %: n/a
  • Currency: GBP
  • YTD change: 60.00p
  • YTD %: 2.60%

Fund Objective

To give long term capital growth by investing in a select portfolio of mainly UK company shares.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Scottish Widows UK Select Growth A Acc
3 year Scottish Widows UK Select Growth A Acc
1 Year Scottish Widows UK Select Growth A Acc
6 Month Scottish Widows UK Select Growth A Acc
1 Month Scottish Widows UK Select Growth A Acc

Top 10 Holdings

Name % Net Assets
INDUS GAS LTD ORD GBP0.01 7.9%
ASTRAZENECA 7.5%
BP PLC 6.9%
REED ELSEVIER 6.0%
RESOLUTION 5.0%
Berkeley Group Holdings PLC 4.7%
GlaxoSmithKline PLC 4.6%
ROYAL DUTCH SHELL B 4.6%
KSK Power Ventur plc 4.5%
DS SMITH 4.1%

Holdings Breakdown

Holding Chart
Key % Net Assets
INDUS GAS LTD ORD GBP0.01 7.9%
ASTRAZENECA 7.5%
BP PLC 6.9%
REED ELSEVIER 6.0%
Other 71.7%

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 21-Jun-2024
NAV 2,370.00p
Currency GBP
Change 0.000p
% n/a
YTD change 60.00p
YTD % 2.60%

Fund Facts

Fund Inception 12/08/1981
Fund Manager Peter Cockburn
TER 1.58 (31-Aug-2010)

Fund Reports

Minimum Investment
Initial £1000
Additional n/a
Savings n/a
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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