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SCOTTISH WIDOWS HIFML UK PROPERTY - Fund overview

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Overview of SCOTTISH WIDOWS HIFML UK PROPERTY

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS HIFML UK PROPERTY 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  Property
Product type  OEIC
Launched  November, 2008
Size  £473m
Yield 2.4%
Charging basis  –
Dividends paid  Mar & Sep
Bid price(inc) 67.03p
Bid price(acc) 73.01p

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 uk property asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds
Quality bonds
Property 70%
Commodities
Hedge
Fund cash 30%
scottish widows hifml uk property equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
scottish widows hifml uk property equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the UK Property Fund is to achieve long term capital growth by investing mainly in UK commercial properties.

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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