Scottish Widows UK Growth Fund XRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.9 | 16.0 | -4.1 | 10.2 | 11.3 |
![]() | +/-Cat | -1.8 | -2.0 | -2.0 | 2.0 | 1.1 |
![]() | +/-B’mrk | - | - | - | 2.5 | 0.6 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 142.20 | |
Day Change | 0.35% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0031741621 | |
Fund Size (Mil) 31/07/2024 | GBP 1658.11 | |
Share Class Size (Mil) 14/08/2024 | GBP 867.12 | |
Max Initial Charge | 7.00% | |
Ongoing Charge 28/05/2024 | 0.06% |
Investment Objective: Scottish Widows UK Growth Fund X |
The Fund aims to provide capital growth through investment in a broad portfolio of shares of UK companies. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include preference shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 01/11/2012 | ||
Inception Date 06/12/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Scottish Widows UK Growth Fund X | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.03 |
![]() | ![]() | 6.37 |
![]() | ![]() | 5.05 |
![]() | ![]() | 4.26 |
![]() | ![]() | 4.01 |
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Scottish Widows UK Growth Fund X |