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
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

3.63 %

1 Year rank in sector

48/83

Sector

UT Mixed Investment 0-35% Shares

Yield

2.6

Fund size

£ 1.5 b

FE Risk score

24

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.53 %1.86 %3.63 %11.48 %20.61 %
Sector0.88 %1.57 %3.9 %16.58 %25.27 %
Rank within sector66 / 9036 / 8648 / 8353 / 57 /
Quartile th3 rd2 nd3 rd4 th th

Calendar performance

YTD-20172016201520142013
Fund3.91 %5.3 %0.28 %4.24 %4 %
Sector3.99 %8.37 %0.26 %5.2 %4.2 %
Rank within sector42 / 8466 / 7437 / 5837 / 5535 / 51
Quartile th2 nd4 th3 rd3 rd3 rd

Risk statistics

Alpha-0.1
Beta0.47
Sharpe-0
Volatility3.44
Tracking error3.7
Information ratio-1.02
R-Squared0.65

Price movement

52 week high115
52 week low110.3
Current bid price0
Current offer price0
Current mid price114.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-