Scottish Widows HIFML UK Strategic
Latest (Mid) Price:
GBX 140.10
Day Change:
0.00%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.80 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 28,102,005.98 | Launch Date | 19/01/2009 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 1.80 |
| ISIN | GB00B3BLRW34 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 1.8000 (on 11/04/2016) |
Fund Objective
The Fund aims to achieve long-term capital growth by investing mainly in UK companies with flexibility to gain exposure to a minority holding of overseas equities. The Fund will use derivatives to create a long or short exposure to such companies in order to further enhance returns.
Fund Managers
Ken Hsia
Ken is a portfolio manager and sector specialist covering the Industrials sector for the 4Factor UK Equity team. He joined Investec Asset Management in 2004 from MoVa Investment Partners, a hedge fund, where he was Portfolio Manager and co-founder. He was involved in managing a portfolio focused on European small and mid cap stocks. Prior to that, Ken spent eight years at Fidelity Investments as an equity analyst covering a range of sectors including UK and European auto components, construction, non-food retail and utilities, and was Assistant Fund Manager on the UK Recovery Trust (now renamed UK Aggressive). Ken graduated from Oxford University, with a Doctorate in Organic Chemistry. He is also an associate member of the UK Society of Investment Professionals (UKSIP).
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Basic Materials | 5.94% |
| Consumer Goods | 18.27% |
| Consumer Services | 19.08% |
| Financials | 19.81% |
| Health Care | 5.20% |
| Industrials | 19.27% |
| Money Market | 3.18% |
| Oil & Gas | 1.88% |
| Telecommunications | 7.37% |
Top 10 Holdings
| Name | Weight |
|---|---|
| IMPERIAL BRANDS PLC | 4.78% |
| RECKITT BENCKISER GROUP PLC | 3.56% |
| BT GROUP | 3.27% |
| RELX NV | 3.23% |
| RENTOKIL INITIAL | 2.42% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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