Scottish Widows HIFML Absolute Return I
Latest (Mid) Price:
GBX 61.23
Day Change:
-0.07%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 19,612,025.00 | Launch Date | 24/11/2008 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 1.40 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B3DLGJ16 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.1500 (on 24/12/2020) |
Fund Objective
To deliver positive absolute returns over rolling 12 month periods in all market conditions, by investing mainly in a range of absolute return funds which employ different strategies. The fund can invest in regulated and unregulated funds. This may involve investing up to 100% in funds managed by HBOS Investment Fund Managers Limited. Derivatives may be used for investment purposes, but it is not intended that doing so will change the fund's risk profile. There is no guarantee that the fund will deliver positive absolute returns over the specific, or any, time period.
Fund Managers
Reza Vishkai
Reza joined Insight in June 2005 as Head of Alternatives and is now responsible for Insight's Specialist Investment activities, which includes Insight's absolute return, specialist equity and real assets such as Farmland. Before joining Insight, he spent eight years at Schroder Investment Management Limited (Schroders) as manager of structured investments and hedge funds. Prior to Schroders, he was a consultant with Rogers, Casey and Associates. Reza began his investment career at Salomon Brothers as a fixed income analyst. Reza holds a BS degree in Operations Research from Columbia University's School of Engineering and Applied Science and holds a BA degree in Liberal Arts from Columbia College.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
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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