Fact sheet: Scot Wid IPS Growth Portfolio

Fund information

Fund name
Scottish Widows IPS Growth Portfolio Q Inc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OEIC
Fund manager(s)
Fund objective
The Fund aims to achieve long-term capital growth through investment in a portfolio which gives exposure to a wide range of asset classes through either direct or indirect investments. The Fund will provide exposure to equities (which may include UK, overseas or emerging markets) and fixed interest securities (which may include UK government bonds, other sterling denominated bonds, high yield bonds, overseas bonds, covered bonds and convertibles). The Fund may also provide exposure to a combination of any or all of the following: "alternative" asset classes (including but not limited to private equity, hedge funds and commodities) as well as UK or overseas property.
Benchmark
-
Investment style
Aggressive,Growth
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.96 %

1 Year rank in sector

54/277

Sector

UT Mixed Investment 40-85% Shares

Yield

1.9

Fund size

£ 1.8 b

FE Risk score

75

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.89 %6.47 %11.96 %43.31 %64.79 %
Sector2.81 %5.1 %9.65 %34.03 %51.85 %
Rank within sector25 / 28660 / 28454 / 27734 / 239 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund9.57 %17.71 %2.63 %5.44 %17.25 %
Sector8.8 %13.29 %2.25 %4.96 %13.5 %
Rank within sector108 / 27843 / 265114 / 241112 / 23252 / 219
Quartile th2 nd1 st2 nd2 nd1 st

Risk statistics

Alpha0.33
Beta1.3
Sharpe0.82
Volatility7.91
Tracking error2.64
Information ratio0.9
R-Squared0.94

Price movement

52 week high168.2
52 week low147.8
Current bid price0
Current offer price0
Current mid price168.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-