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Scottish Widows HIFML UK Focus 1

Ranked 141 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities. He joined from Schroders where he managed the Schroder UK Alpha Plus Fund since its launch in 2002. Prior to joining Schroders, Buxton enjoyed an eleven-year stint with Barings where his responsibilities included taking the reins of the Baring UK Growth, Baring Equity Income and Baring Global Growth funds. He holds a degree in English from Oxford University.

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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -0.1% -1.4% 0.9% 0.4%
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%
2008 3.6% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
GBP Cash 8.75
Royal Dutch Shell Plc B ORD 6.87
GlaxoSmithKline PLC ORD 6.22
HSBC Holdings PLC ORD 5.30
BP PLC ORD 4.72
BT Group PLC ORD 3.92
Reed Elsevier PLC ORD 3.91
Barclays PLC ORD 3.62
Glencore PLC ORD 3.55
AstraZeneca PLC ORD 3.06
30/06/2014

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%
  • Initial investment4

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