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Schroders Personal Wealth Uk Equity Focus P Inc (0P00006B15)

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2.30 +0.03    +1.37%
22/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Scottish Widows Unit Trust Managers Ltd
ISIN:  GB00B02G8M32 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 209.13M
Scottish Widows Multi-Manager UK Equity Focus P In 2.30 +0.03 +1.37%

0P00006B15 Overview

 
Find basic information about the Schroders Personal Wealth Uk Equity Focus P Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00006B15 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.79%
Prev. Close2.27
Risk Rating
TTM Yield2.72%
ROE16.60%
IssuerScottish Widows Unit Trust Managers Ltd
Turnover138.97%
ROA5.88%
Inception DateOct 18, 2004
Total Assets209.13M
ExpensesN/A
Min. Investment5,000,000
Market Cap15.82B
CategoryUK Flex - Cap Equity
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Schroders Personal Wealth Uk Equity Focus P Inc Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 1031 1138 1245 1318 1869
Fund Return 9.51% 3.15% 13.77% 7.57% 5.68% 6.45%
Place in category 196 158 204 52 90 84
% in Category 50 37 52 12 30 36

Top Equity Funds by Scottish Widows Schroder Personal Wealth (ACD) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  UK Equity Focus B GBP 7.69M -0.69 7.69 5.18
  UK Equity Focus X Acc 91.48M -0.66 8.01 5.51
  UK Equity Focus Q Net Inc 888.73M 9.56 7.69 6.55
  Scottish Widows International Equit 651.14K 12.30 7.66 11.17
  Real Estate Securities X Acc 136.2M 4.00 -0.74 6.62

Top Funds for UK Flex-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Liontrust Special Situations Fund R 34.02M -1.48 2.55 6.09
  Liontrust Special Situations Fund A 5.31M 4.82 0.46 7.81
  Liontrust Special Situations Fund I 2.28B 1.91 -0.48 7.96
  Artemis UK Select Fund G Inc GBP 734.96M 20.04 8.70 -
  Artemis UK Select Fund R Acc 204.53M 19.01 7.59 8.68

Top Holdings

Name ISIN Weight % Last Change %
  Shell GB00BP6MXD84 4.77 31.61 +0.25%
  AstraZeneca GB0009895292 4.36 10,474.0 +4.09%
  GSK plc GB00BN7SWP63 4.17 1,342.00 +2.48%
  Unilever GB00B10RZP78 3.87 56.44 +3.45%
  HSBC GB0005405286 3.77 724.40 -0.34%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Sell Strong Buy
Summary Buy Neutral Strong Buy
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