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SCOTTISH WIDOWS UK SELECT GROWTH B - Fund overview

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Overview of SCOTTISH WIDOWS UK SELECT GROWTH B

The fund aims to return long term capital growth by investing in UK equities. SWIP's UK desk was previously known for its poor investment process and returns. However, sweeping changes have occurred since early 2000, with the construction of a new investment arm and the arrival of a new team. The funds benchmark is the FTSE All-share.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	UK All Companies
Product type	OEIC
Launched	August, 1981
Size	£359m
Yield	1.3%
Charging basis	–
Dividends paid	Acc units only.
Bid price	1,475.00p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.37%
Reduction in yield (10yr)	1.57%

Bestinvest says

No information available.

Portfolio

scottish widows uk select growth b asset allocation illustration

Allocation		Proportion

	Equity	88%
	High yield bonds	–
	Quality bonds	6%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	6%

scottish widows uk select growth b equity geographic illustration

Allocation		Proportion

	UK	89%
	Europe	6%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	5%

scottish widows uk select growth b equity capitalisation illustration

Allocation		Proportion

	Large Caps	70%
	Mid Caps	8%
	Small Caps	22%

View all performance data for SCOTTISH WIDOWS UK SELECT GROWTH B

Investment process

Scottish Widows have created a separate arm specialising solely in investment - SWIP. With this new creation came sweeping changes in terms of the process for investment, which was largely driven by an influx of new personnel.
The manager relies heavily on the robust and highly detailed in-house analytical research process, which has been adopted across all desks.
Cash-flow is of primary importance to the manager as are company visits, which he feels give a good insight to the sector as a whole.

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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