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SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR - Fund overview

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Overview of SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR does not fall into either of these categories at present.

Standard Initial Charge

5.50% 0.00%

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  June, 1989
Size  £157m
Yield 2.6%
Charging basis  –
Dividends paid  Acc units only.
Bid price 159.00p

Fund Charges

Standard Initial charge 5.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.62%
Reduction in yield (10yr) 1.62%

Bestinvest says


No information available.

Portfolio

scottish widows environmental investor asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 1%
scottish widows environmental investor equity geographic illustration
Allocation Proportion
UK 96%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 4%
scottish widows environmental investor equity capitalisation illustration
Allocation Proportion
Large Caps 59%
Mid Caps 12%
Small Caps 29%

Investment process


The fund aims to provide longer term capital growth together with increasing income by investing in companies that demonstrate a positive commitment to the protection and preservation of the natural environment. Investment will be mainly in the United Kingdom.

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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