fund
SCOTTISH WIDOWS UK SMALLER COMPANIES A
PRICE (INC)
-
PRICE (ACC)
408.6p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
1%
ONGOING CHARGE
1.09%
YIELD
2%
1 YEAR
-3.97%Prices as at 06 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To provide capital growth through investment in a portfolio of UK smaller companies’ shares. At least 80% of the Fund will be invested in a diversified portfolio of UK smaller company shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.
Fund summary
| Sector | UK Smaller Companies |
|---|---|
| Structure | OEIC |
| Launched | May 1993 |
| Size | £39m |
| Yield | 2% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1% |
| Ongoing Charges Figure | 1.09% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning