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SWIP UK Income

Ranked 99 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Objective

To provide an income greater than that of the FTSE All Share Index together with capital growth over the longer term.

Performance

UK Equity Income over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.5% -1.6% 0.8% -0.6% -1.0%
2013 21.0% 9.6% -0.7% 4.7% 6.2%
2012 10.0% 8.1% -6.2% 5.5% 2.7%
2011 -6.3% 2.8% 0.1% -14.5% 6.6%
2010 10.7% 5.4% -11.1% 10.1% 7.4%
2009 22.5% -10.2% 10.3% 20.6% 2.5%
2008 -33.3% -13.9% -3.6% -12.3% -8.3%
2007 -6.5% 0.6% -2.2% -6.0% 1.1%
2006 24.5% 10.9% -3.6% 8.3% 7.5%
2005 25.6% 2.3% 4.5% 8.7% 8.1%
2004 12.5% 0.7% 2.7% 2.3% 6.5%
2003 16.6% -6.2% 13.6% 2.9% 6.2%
2002 -15.5% 4.5% -8.2% -15.2% 3.9%
2001 -9.7% -7.2% 2.9% -11.8% 7.2%
2000 -4.3% -6.3% 0.1% -0.1% 2.1%
1999 14.3% 8.6% 2.2% -6.8% 10.6%
1998 11.4% 14.7% -1.1% -13.3% 13.3%
1997 25.8% 4.7% 6.2% 13.3% -0.1%
1996 13.0% 0.4% 0.6% 6.1% 5.5%
1995 5.9% 0.9% 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2014

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.41
GlaxoSmithKline PLC ORD 5.79
HSBC Holdings PLC ORD 5.17
BP PLC ORD 4.01
AstraZeneca PLC ORD 3.33
Vodafone Group PLC ORD 3.11
British American Tobacco PLC ORD 3.01
Prudential PLC ORD 2.66
FTSE INDEX JUN4 2.34
BG Group PLC ORD 2.29
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/01/1963
  • Share Class size63Mn
  • Base currencyGBP
  • ISIN GB0033318378

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.5%

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