Fact sheet: Scot Wid Pooled Property ACS

Fund information

Fund name
Scottish Widows Pooled Property ACS Y Acc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OEIC
Fund manager
Hamish Campbell
since 01/01/2011
Fund objective
-
Benchmark
-
Investment style
None
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.75 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield
-
Fund size

£ 2.2 b

FE Risk score

55

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    45.8%
  • South East UK
    36.5%
  • Central London
    17.7%
  • Retail
    36.7%
  • Industrials
    16.6%
  • Money Market
    16.3%
  • Offices - Property
    14%
  • Other - Property
    9.1%
  • UK Physical Property
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.49 %4.08 %7.75 %0 %0 %
Sector-1.13 %1.36 %6.04 %20.19 %39.68 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.7 %2.39 %12.2 %0 %0 %
Sector4.2 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high122.5
52 week low113
Current bid price0
Current offer price0
Current mid price122.4

Holdings by region

  • 45.8% UK
  • 36.5% South East UK
  • 17.7% Central London

Holdings by sector

  • 36.7% Retail
  • 16.6% Industrials
  • 16.3% Money Market
  • 14% Offices - Property
  • 9.1% Other - Property
  • 7.3% Property Shares

Holdings by asset type

  • 100% UK Physical Property

Individual holdings

  • 3.3% DARTFORD, BLUEWATER SHOPPING CENTRE
  • 3.2% HINCKLEY, TRIUMPH FACTORY, NORMANDY WAY
  • 3.2% LONDON, PROSPECT HOUSE
  • 3.1% BRIGHTON, TRAFALGAR HOUSE
  • 2.8% BELFAST, LONGWOOD RETAIL PARK