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SCOTTISH WIDOWS HIFML UK INDEX LINK GILT 1 - Fund overview

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Overview of SCOTTISH WIDOWS HIFML UK INDEX LINK GILT 1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS HIFML UK INDEX LINK GILT 1 does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Fund summary

Sector  UK Index Linked Gilts
Product type  OEIC
Launched  February, 2006
Size  £44m
Yield 0.1%
Charging basis  –
Dividends paid  –
Bid price(inc) 77.58p
Bid price(acc) 78.94p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.10%

Bestinvest says


No information available.

Portfolio

scottish widows hifml uk index link gilt 1 asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The Fund aims to maximise total returns by investing primarily in index-linked interest
bearing securities issued by the UK government with flexibility to gain exposure to a minority holding in other fixed interest stocks.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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