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Scottish Widows HIFML UK Focus 1

Ranked 124 out of 262 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 : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.9% -1.4% 0.9% -0.3%
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

31/08/2014

Top 10 Holdings

Stock Size
GBP Cash 8.22
Royal Dutch Shell Plc B ORD 6.69
BP PLC ORD 5.94
GlaxoSmithKline PLC ORD 5.71
HSBC Holdings PLC ORD 5.66
Reed Elsevier PLC ORD 4.01
BT Group PLC ORD 3.84
Glencore plc ORD 3.83
Barclays PLC ORD 3.69
AstraZeneca PLC ORD 3.16
31/08/2014

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%

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