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SCOTTISH WIDOWS UK INDEX LINKED TRACKER - Fund overview

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Find rated uk index linked gilts funds


Overview of SCOTTISH WIDOWS UK INDEX LINKED TRACKER

Investments concentrated in Treaury index linked stocks.

Standard Initial Charge

0.50% 0.50%

Fund summary

Sector  UK Index Linked Gilts
Product type  OEIC
Launched  November, 1998
Size  £264m
Yield 0.9%
Charging basis  Income
Dividends paid  –
Bid price(inc) 190.40p
Bid price(acc) 224.80p

Fund Charges

Standard Initial charge 0.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 0.25%
Total expense ratio 0.37%
Reduction in yield (10yr) 0.42%

Bestinvest says


No information available.

Portfolio

scottish widows uk index linked tracker asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 100%
Fund cash 0%
scottish widows uk index linked tracker equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The fund aims to deliver a total return based on the performance of the gilt market as represented by the FTSE Actuaries Government Securities Index-Linked All Stocks Index.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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