Scottish Widows UK Select Growth Fund A AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.3 | 8.9 | -9.7 | 6.5 | 1.9 | |
+/-Cat | 4.7 | -7.4 | 2.0 | -1.5 | -2.4 | |
+/-B’mrk | - | - | - | -1.1 | -4.2 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 16/05/2024 | GBX 2443.00 | |
Day Change | 0.53% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0031632341 | |
Fund Size (Mil) 30/04/2024 | GBP 23.10 | |
Share Class Size (Mil) 15/05/2024 | GBP 23.77 | |
Max Initial Charge | - | |
Ongoing Charge 14/02/2024 | 1.10% |
Investment Objective: Scottish Widows UK Select Growth Fund A Acc |
The Fund aims to provide capital growth through investment in a select portfolio, typically 30 to 50 holdings, of UK shares. At least 80% of the Fund will invest in a select portfolio of UK shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 30/05/2012 | ||
Inception Date 31/08/1981 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Scottish Widows UK Select Growth Fund A Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Unilever PLC | Consumer Defensive | 9.65 |
RELX PLC | Industrials | 6.58 |
Next PLC | Consumer Cyclical | 6.41 |
Anglo American PLC | Basic Materials | 5.11 |
UNITE Group PLC | Real Estate | 4.25 |
Increase Decrease New since last portfolio | ||
Scottish Widows UK Select Growth Fund A Acc |