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SCOTTISH WIDOWS HIFML ABSOLUTE RETURN 1 - Fund overview

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Overview of SCOTTISH WIDOWS HIFML ABSOLUTE RETURN 1

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Absolute Return
Product type  OEIC
Launched  November, 2008
Size  £11m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 62.09p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.40%
Total expense ratio 1.40%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

scottish widows hifml absolute return 1 asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash
scottish widows hifml absolute return 1 equity geographic illustration
Allocation Proportion
UK 40%
Europe 40%
Nth America 20%
Japan
Pacific
Other Equity
scottish widows hifml absolute return 1 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund aims to deliver positive absolute returns in all market conditions.

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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