Fact sheet: Scot Wid MM UK Eq Focus

Fund information

Fund name
Scottish Widows Multi-Manager UK Equity Focus B Acc GBP
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OEIC
Fund manager
Lyndon Gill
since 31/07/2010
Fund objective
The Fund's aim is to provide a combination of income and growth of capital by investing at least two-thirds of the Fund's total assets in shares and other equity instruments issued by companies domiciled in or carrying on a preponderant part of their business activities in the UK
Benchmark
FTSE All Share Index
Investment style
Active
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

14.39 %

1 Year rank in sector

80/272

Sector

UT UK All Companies

Yield

2

Fund size

£ 1.2 b

FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    91.11%
  • International
    8.89%
  • Financials
    26.69%
  • Consumer Goods
    15.43%
  • Industrials
    11.41%
  • Oil & Gas
    11.39%
  • Consumer Services
    11.31%
  • UK Equities
    91.11%
  • International Equities
    8.89%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.84 %1.81 %14.39 %26.07 %56.93 %
Sector-0.61 %2.29 %12.96 %23.64 %60.86 %
Rank within sector186 / 280111 / 27880 / 27298 / 255 /
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Calendar performance

YTD-20172016201520142013
Fund6.49 %14.38 %3.5 %-0.58 %0 %
Sector7.65 %11.16 %3.66 %0.59 %25.66 %
Rank within sector136 / 276101 / 266137 / 259192 / 253 /
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Risk statistics

Alpha0.55
Beta0.99
Sharpe0.53
Volatility9.37
Tracking error2.38
Information ratio0.2
R-Squared0.93

Price movement

52 week high133.1
52 week low113.9
Current bid price0
Current offer price0
Current mid price129.6

Holdings by region

  • 91.11% UK
  • 8.89% International

Holdings by sector

  • 26.69% Financials
  • 15.43% Consumer Goods
  • 11.41% Industrials
  • 11.39% Oil & Gas
  • 11.31% Consumer Services
  • 9.32% Health Care
  • 6.59% Basic Materials
  • 3.79% Telecommunications
  • 3.19% Utilities
  • 0.88% Technology

Holdings by asset type

  • 91.11% UK Equities
  • 8.89% International Equities

Individual holdings

  • 3.94% BP
  • 3.48% ROYAL DUTCH SHELL
  • 3.34% HSBC HLDGS
  • 2.76% GLAXOSMITHKLINE
  • 2.47% AVIVA
  • 2.45% UNILEVER
  • 2.41% LONDON STOCK EXCHANGE GROUP
  • 2.4% DIAGEO
  • 2.33% RELX PLC
  • 2.16% MAJEDIE UK SMALLER COMPANIES A ACC