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SCOTTISH WIDOWS HIFML DEFENSIVE - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of SCOTTISH WIDOWS HIFML DEFENSIVE

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

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  November, 2008
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  07/01/, 07/04, 07/07, 07/10
Bid price(inc) 61.84p
Bid price(acc) 65.64p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.30%
Total expense ratio 1.30%
Reduction in yield (10yr) 1.40%

Bestinvest says


No information available.

Portfolio

scottish widows hifml defensive asset allocation illustration
Allocation Proportion
Equity 23%
High yield bonds –
Quality bonds 54%
Property 14%
Commodities –
Hedge –
Fund cash 9%
scottish widows hifml defensive equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
scottish widows hifml defensive equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SCOTTISH WIDOWS HIFML DEFENSIVE

Investment process


The Fund aims to achieve long-term total return by gaining exposure orientated towards commercial property and fixed interest stocks with flexibility to gain exposure to a minority holding of equity investments.

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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