Scottish Widows HIFML Cautious 2
Latest (Mid) Price:
GBX 87.20
Day Change:
0.00%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.85 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 899,834.33 | Launch Date | 19/01/2009 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.85 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 0.85 |
| ISIN | GB00B3BLT499 | Min Topup (£) | 500.00 |
Fund Objective
The fund aims to achieve long-term capital growth by gaining exposure to UK equities, commercial property and fixed interest stocks. The fund will normally operate a broadly equal weighting between the equity and non-equity classes with flexibility to move over and under-weight positions in any asset class to meet market circumstances.
Fund Managers
Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.
Asset Breakdown
| Name | Weight |
|---|---|
| Money Market | 12.95% |
| Property | 9.80% |
| UK Equities | 50.34% |
| UK Fixed Interest | 26.90% |
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Equities | 50.34% |
| Fixed Interest | 26.90% |
| Money Market | 5.83% |
| Others | 7.12% |
| Property | 9.80% |
Top 10 Holdings
| Name | Weight |
|---|---|
| HALIFAX UK GROWTH I | 25.24% |
| SCOTTISH WIDOWS UK ALL SHARE T | 25.10% |
| HALIFAX CORPORATE BOND I | 19.89% |
| ABERDEEN STERLING INVESTMENT C | 7.12% |
| HBOS INVESTMENT FUND MANAGERS | 7.02% |
| SCOTTISH WIDOWS INVESTMENT PTN | 4.75% |
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.
Fund data supplied by
