Fact sheet: Scot Wid Corporate Bond PPF

Fund information

Fund name
Scottish Widows Corporate Bond PPF W
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OIC
Fund objective
-
Benchmark
iBoxx £ Non-Gilts Over 15 Years Index
Investment style
None
Investment method
Fixed Interest

Performance snapshot

Quick stats

1 Year return

15.52 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

3.2

Fund size
-
FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.9 %9.48 %15.25 %38.77 %0 %
Sector1.31 %5.98 %15.99 %23.56 %46.83 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund6.04 %19.32 %-2.26 %0 %0 %
Sector5.16 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha3.5
Beta1.07
Sharpe0.67
Volatility11.84
Tracking error9.94
Information ratio0.35
R-Squared0.28

Price movement

52 week high147.4
52 week low122.7
Current bid price0
Current offer price0
Current mid price142.1

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-