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SWIP quote and profile

 
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148.0
  
FUND
1.00  Macroaxis: 0.68 Up   0.68%  
May 20 2013 

Diversification Suggestion

Use SWIP to enhance returns of your portfolios. The fund experiences moderate upward volatility
Check current 30 days SWIP correlation with market (FTSE 100)
1 Month Beta 0.0  
Unless we do not have data at the moment the returns on FTSE 100 and SWIP are completely uncorrelated
SWIP UK Enhanced Equity A GBP Acc not significant BetaSWIP UK Enhanced Equity Beta Legend
F0000040PB United Kingdom London
SWIP UK Enhanced Equity A GBP Acc
Scottish Widows Inv Partnership Ltd
UK Large-Cap Blend Equity
Currency: GBP - Pound Sterling
Traded on London Stock Exchange
    
Number of Employees1
Net Asset1.09 B
 United Kingdom FTSE   1.01 % Macroaxis: change 1.01 Moved Up  
 
 thisGreen F0000040PB F0000040PB.L agains markets  0.68 % Macroaxis: 0.68 Moved Up  
 
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SWIP Summary

SWIP UK Enhanced Equity A GBP Acc [F0000040PB] is traded in UK and was established in August 17, 2009. The fund is listed under UK Large-Cap Blend Equity category and is part of Scottish Widows Inv Partnership Ltd family. This fund currently has accumulated 1.09 B in assets under management (AUM) with minimum initial investment of 1 K. SWIP UK Enhanced Equity A GBP Acc is currenly generating return of 6.83% with the current yeild of 2.61%, while the total return for the last 3 years was 6.18%.
Check SWIP Probability Of Bankruptcy

Fund Instrument Allocation for SWIP

The fund consists of 96.75% investments in stocks, with the rest of investments allocated between bonds, cash.
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SWIP vs. Scottish

Correlation analysis and fundamentals comparison between SWIP UK Enhanced Equity and Scottish Widows UK G
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Fundamentals

SWIP Fundamentals

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