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Scottish Widows UK Equity Income

Ranked 11 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Objective

To provide an above average income together with capital growth over the longer term. The Fund will invest primarily in a portfolio of UK securities which may include, directly or indirectly, equities, convertibles, preference shares, fixed interest stocks and warrants.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/01/2016 - 31/01/2017
  • Rank 11/109 Total Return
  • Rank 55/109 Standard Deviation
  • Rank 23/109 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 13.5% -1.3% 0.5% 10.4% 3.6%
2015 1.5% 6.7% -3.0% -8.9% 7.6%
2014 -1.0% -1.5% 1.4% -0.5% -0.4%
2013 21.6% 9.3% 0.3% 6.1% 4.5%
2012 7.3% 4.3% -5.6% 7.0% 1.8%
2011 -6.3% 1.5% -0.9% -11.6% 5.4%
2010 12.2% 5.7% -12.1% 12.6% 7.3%
2009 23.1% -11.4% 13.0% 19.6% 2.8%
2008 -32.1% -12.6% -3.7% -10.4% -10.0%
2007 -5.8% 0.9% -2.1% -5.7% 1.2%
2006 21.0% 9.6% -3.7% 7.8% 6.4%
2005 24.0% 2.2% 4.6% 8.0% 7.4%
2004 12.8% 0.8% 2.7% 2.3% 6.6%
2003 18.8% -3.5% 11.0% 4.3% 6.3%
2002 -16.0% 3.4% -8.2% -11.3% -0.3%
2001 -9.2% -7.1% 3.1% -13.0% 8.8%
2000 -4.5% -6.7% 0.0% -0.5% 2.8%
1999 14.9% 9.7% 2.1% -6.5% 9.8%
1998 11.5% 14.8% -0.5% -12.7% 11.8%
1997 26.0% 4.7% 6.4% 12.8% 0.2%
1996 14.1% 1.2% 1.4% 5.6% 5.3%
1995 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2016

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.07
Royal Dutch Shell Plc B ORD 4.76
GlaxoSmithKline PLC ORD 4.51
British American Tobacco PLC ORD 3.72
FTSE INDEX SEP6 3.46
BP PLC ORD 3.41
Prudential PLC ORD 3.34
Vodafone Group PLC ORD 2.90
Unilever PLC ORD 2.72
Imperial Brands PLC ORD 2.62
31/08/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/10/1970
  • Share Class size608Mn
  • Base currencyGBP
  • ISIN GB0031643561

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%
  • Initial investment5

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