Scottish Widows UK Smlr Coms C

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.98%
  • 3 Year sharpe0.08
  • 3 Year alpha0.06
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • IA SectorUK Smaller Companies
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031745374

Investment Strategy

The fund seeks to provide capital growth through investment in a portfolio of UK smaller companies’ shares. The benchmark index for the Fund is the Numis Smaller Companies excluding Investment Trusts Index (the “Index”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Index by 3% per annum on a rolling 3 year basis, before deduction of fees. At least 80% of the Fund will be invested in a diversified portfolio of UK smaller company shares.

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