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SWIP UK Opportunities

Ranked 260 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Objective

To provide a stable and consistent return through direct and indirect investment mainly in United Kingdom securities. The Fund may also invest in other securities, convertibles, warrants, money market instruments, deposits, derivatives (for efficient portfolio management) and collective investment schemes.

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 -5.0% -2.3% -2.2% -0.6%
2013 12.6% 6.7% -0.7% 1.9% 4.3%
2012 7.7% 9.3% -10.6% 6.6% 3.4%
2011 -9.3% 4.9% -0.7% -14.7% 2.1%
2010 10.0% 4.5% -10.5% 9.4% 7.4%
2009 45.5% -4.4% 22.3% 19.1% 4.4%
2008 -28.4% -3.6% 1.0% -14.6% -13.9%
2007 3.1% -1.2% 7.4% -5.1% 2.5%
2006 20.6% 14.0% -5.7% 3.0% 9.0%
2005 30.2% 5.1% 3.3% 12.5% 6.6%
2004 8.7% 3.0% -1.6% 2.1% 5.0%
2003 20.8% -4.5% 15.6% 4.4% 4.8%
2002 -17.3% 7.0% -8.4% -15.9% 0.3%
2001 -16.1% -10.8% 0.5% -11.5% 5.7%
2000 -12.5% -4.5% -3.9% 1.8% -6.3%
1999 25.6% 13.6% 1.7% -6.3% 16.0%
1998 12.9% 14.9% 1.4% -14.3% 13.1%
1997 15.8% 3.2% -1.9% 11.8% 2.2%
1996 21.6% 9.0% 8.0% 1.0% 2.2%
1995 3.8% 0.9% 2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2014

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 5.46
BG Group PLC ORD 3.87
Johnson Matthey PLC ORD 3.86
Shire PLC ORD 3.71
WPP PLC ORD 3.68
Prudential PLC ORD 3.63
BT Group PLC ORD 3.58
HSBC Holdings PLC ORD 3.57
Royal Dutch Shell Plc B ORD 3.53
Drax Group PLC ORD 3.51
31/03/2014

Registered For Sale In

  1. Denmark
  2. Finland
  3. Italy
  4. Norway
  5. Spain
  6. Sweden
  7. United Kingdom

Fund Info

  • Launch date01/06/1964
  • Share Class size100Mn
  • Base currencyGBP
  • ISIN GB0032143140

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

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