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SCOTTISH WIDOWS HIFML UK SMALLER COMPANIES ALPHA 1 - Fund overview

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Overview of SCOTTISH WIDOWS HIFML UK SMALLER COMPANIES ALPHA 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 SMALLER COMPANIES ALPHA 1 does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

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Fund summary

Sector	UK Smaller Companies
Product type	OEIC
Launched	November, 2008
Size	£9m
Yield	0.0%
Charging basis	–
Dividends paid	March.
Bid price	108.70p

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	1.70%
Reduction in yield (10yr)	1.80%

Bestinvest says

No information available.

Portfolio

scottish widows hifml uk smaller companies alpha 1 asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	0%

scottish widows hifml uk smaller companies alpha 1 equity geographic illustration

Allocation		Proportion

	UK	91%
	Europe	3%
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	6%

scottish widows hifml uk smaller companies alpha 1 equity capitalisation illustration

Allocation		Proportion

	Large Caps	2%
	Mid Caps	20%
	Small Caps	78%

View all performance data for SCOTTISH WIDOWS HIFML UK SMALLER COMPANIES ALPHA 1

Investment process

The investment objective of the UK Smaller Companies Alpha Fund is to achieve long term capital growth through investing mainly in UK smaller companies.

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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