Fact sheet: Scot Wid IPS Income Pfl

Fund information

Fund name
Scottish Widows IPS Income Portfolio Q Inc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OIC
Fund objective
The Fund aims to provide income with some potential for 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 fixed interest securities (which may include UK government bonds, other sterling denominated bonds, high yield bonds, overseas bonds, covered bonds and convertibles).
Benchmark
-
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.81 %

1 Year rank in sector

74/81

Sector

UT Mixed Investment 0-35% Shares

Yield

2.5

Fund size

£ 1.5 b

FE Risk score

22

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.61 %3.88 %6.63 %10.75 %24.65 %
Sector0.69 %4 %10.36 %15.98 %28.69 %
Rank within sector45 / 8747 / 8374 / 8153 / 56 /
Quartile th3 rd3 rd4 th4 th th

Calendar performance

YTD-20172016201520142013
Fund3.41 %5.3 %0.28 %4.24 %4 %
Sector3.62 %8.37 %0.26 %5.2 %4.2 %
Rank within sector49 / 8367 / 7337 / 5839 / 5534 / 50
Quartile th3 rd4 th3 rd3 rd3 rd

Risk statistics

Alpha-0.11
Beta0.47
Sharpe-
Volatility3.42
Tracking error3.71
Information ratio-1.06
R-Squared0.65

Price movement

52 week high114.8
52 week low110.2
Current bid price0
Current offer price0
Current mid price114.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-