Fact sheet: Scot Wid HIFML UK Property

Fund information

Fund name
Scottish Widows HIFML UK Property I
Fund company manager
Scottish Widows Sh Cl HIFML
Fund type
OEIC
Fund manager(s)
Property Team
since 30/06/2014
Fund objective
The fund aims to achieve long-term capital growth by investing mainly in UK properties. The core of the portfolio is concentrated on larger commercial and office properties whilst allowing for selective investment in residential and medium and small sized commercial and office properties with above average potential for growth.
Benchmark
IPD UK Monthly (All Property)
Investment style
None
Investment method
Physical

Quick stats

1 Year return

12.33 %

1 Year rank in sector

4/53

Sector

UT Property

Yield

3

Fund size

£ 412.7 m

FE Risk score

63

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.98 %5.03 %12.33 %30.88 %0 %
Sector1.16 %2.52 %4.98 %21.17 %34.91 %
Rank within sector14 / 546 / 534 / 5318 / 51 /
Quartile th2 nd1 st1 st2 nd th

Calendar performance

YTD-20172016201520142013
Fund8.71 %3.13 %11.51 %15.38 %0 %
Sector4.45 %5.04 %5.39 %10.75 %4.69 %
Rank within sector8 / 5323 / 529 / 5119 / 46 /
Quartile th1 st2 nd1 st2 nd th

Risk statistics

Alpha7.11
Beta0.21
Sharpe0.73
Volatility7.08
Tracking error8.23
Information ratio0.08
R-Squared0.03

Price movement

52 week high90.85
52 week low83.42
Current bid price0
Current offer price0
Current mid price90.85

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-