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Scottish Widows HIFML UK Focus 1

Ranked 123 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the UK Focus Fund is to achieve long term capital growth by investing mainly in UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016
  • Rank 123/256 Total Return
  • Rank 74/256 Standard Deviation
  • Rank 135/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.5%
2015 2.2% 4.9% -0.9% -6.5% 5.1%
2014 -0.3% -1.4% 0.9% -0.3% 0.6%
2013 27.8% 10.2% 1.6% 6.8% 6.9%
2012 22.7% 11.9% -6.0% 6.4% 9.6%
2011 -9.6% 0.9% 1.4% -14.7% 3.5%
2010 21.9% 10.7% -11.0% 15.4% 7.3%
2009 50.9% -2.8% 20.2% 27.6% 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
GBP Cash 10.10
GlaxoSmithKline PLC ORD 6.65
Royal Dutch Shell Plc B ORD 6.30
Imperial Brands PLC ORD 4.59
Lloyds Banking Group PLC ORD 4.06
British American Tobacco PLC ORD 4.05
AstraZeneca PLC ORD 3.88
Sage Group PLC ORD 3.86
Aviva PLC ORD 3.55
Carnival PLC ORD 3.50
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/11/2008
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3BLRY57

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).