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
OIC
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

24.01 %

1 Year rank in sector

80/269

Sector

UT UK All Companies

Yield

2

Fund size

£ 1.2 b

FE Risk score

86

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    90.7%
  • International
    9.3%
  • Financials
    25.71%
  • Consumer Goods
    15.54%
  • Oil & Gas
    11.91%
  • Consumer Services
    11.38%
  • Industrials
    10.89%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.46 %12.47 %24.01 %28.74 %77.94 %
Sector3.25 %13.76 %21.53 %26.44 %82.21 %
Rank within sector126 / 277173 / 27480 / 269105 / 255 /
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Calendar performance

YTD-20172016201520142013
Fund8.22 %14.38 %3.5 %-0.58 %0 %
Sector9.41 %11.16 %3.66 %0.59 %25.66 %
Rank within sector174 / 275102 / 267135 / 258193 / 253 /
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Risk statistics

Alpha0.26
Beta1
Sharpe0.44
Volatility9.26
Tracking error2.45
Information ratio0.08
R-Squared0.93

Price movement

52 week high131.7
52 week low99.02
Current bid price0
Current offer price0
Current mid price131.7

Holdings by region

  • 90.7% UK
  • 9.3% International

Holdings by sector

  • 25.71% Financials
  • 15.54% Consumer Goods
  • 11.91% Oil & Gas
  • 11.38% Consumer Services
  • 10.89% Industrials
  • 9.37% Health Care
  • 7% Basic Materials
  • 3.79% Telecommunications
  • 3.56% Utilities
  • 0.85% Technology

Holdings by asset type

-

Individual holdings

  • 4.45% BP
  • 3.62% ROYAL DUTCH SHELL
  • 3.47% HSBC HLDGS
  • 2.84% AVIVA
  • 2.61% GLAXOSMITHKLINE
  • 2.43% UNILEVER
  • 2.38% LONDON STOCK EXCHANGE GROUP
  • 2.35% DIAGEO
  • 2.35% RELX PLC
  • 2.18% MAJEDIE UK SMALLER COMPANIES A ACC