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SCOTTISH WIDOWS HIFML DIVERSIFIED INCOME - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of SCOTTISH WIDOWS HIFML DIVERSIFIED INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS HIFML DIVERSIFIED INCOME 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  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  November, 2008
Size  £14m
Yield 5.3%
Charging basis  –
Dividends paid  –
Bid price(inc) 45.44p
Bid price(acc) 54.53p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

scottish widows hifml diversified income asset allocation illustration
Allocation Proportion
Equity 12%
High yield bonds
Quality bonds 35%
Property 6%
Commodities 5%
Hedge 19%
Fund cash 23%
scottish widows hifml diversified income equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
scottish widows hifml diversified income equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund aims to produce a high level of income together with potential capital growth. The Fund also aims to deliver positive total returns on an annual basis.

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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