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Scottish Widows HIFML UK Focus 1

Ranked 199 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Objective

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

Performance

UK (All Companies) over : 30/04/2014 - 30/04/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.9%
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

28/02/2015

Top 10 Holdings

Stock Size
Schroder SSF Sterling Liquidity Plus I Acc 6.44
GlaxoSmithKline PLC ORD 5.81
BP PLC ORD 5.35
GBP Cash 5.25
HSBC Holdings PLC ORD 5.03
BT Group PLC ORD 4.38
Barclays PLC ORD 4.14
AstraZeneca PLC ORD 4.12
Imperial Tobacco Group PLC ORD 3.88
Royal Dutch Shell Plc B ORD 3.85
28/02/2015

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. additional investment250

Charges

  • Annual management1.5%

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