Scottish Widows UK Equity Income Fund X Acc

Growth Of 1000 (GBP) 31/03/2020
Fund:  Scottish Widows UK Equity Income Fund X Acc
Category:  UK Equity Income
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/03/2020
 201320142015201620172018201931/03
Price Return22.60-0.112.3014.6912.35-7.5213.49-27.78
+/- Category-3.28-4.00-4.035.921.623.04-5.46-
+/- Category Index1.79-1.291.32-2.07-0.741.95-5.68-2.65
% Rank in Category6387791328198547
Trailing Returns (GBP)08/04/2020
   Total Returns   +/- Category   +/- Category Index
1 Day2.62   -1.912.66
1 Week1.51   -0.82-3.23
1 Month-15.65   -1.24-2.82
3 Months-25.41   0.95-0.76
6 Months-21.10   -1.97-2.51
YTD-25.58   0.58-1.06
1 Year-23.29   -2.88-3.56
3 Years Annualised-6.00   -0.03-1.81
5 Years Annualised-0.96   0.32-1.20
10 Years Annualised3.10   -1.70-1.28
 
Quarterly Returns (GBP)31/03/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-27.78---
20197.192.571.521.68
2018-6.589.900.18-10.09
20175.380.001.365.19
2016-1.150.8510.723.90
20156.88-2.75-8.847.96
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1631 Mar 1731 Mar 1831 Mar 1931 Mar 20
-5.3822.25-0.396.11-23.54
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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