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1.13

FUND

^0.01

0.89%

May 22 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 (S&P 500)

1 Month Beta

0.0

Unless we do not have data at the moment the returns on S&P 500 and SWIP are completely uncorrelated

SWIP UK Enhanced Equity P GBP Inc not significant Beta

F00000411W United Kingdom

London

SWIP UK Enhanced Equity P GBP Inc

Scottish Widows Inv Partnership Ltd

UK Large-Cap Blend Equity

Benchmark S&P 500

Currency: GBP - Pound Sterling

Traded on London Stock Exchange

Number of Employees	1
Net Asset	1.09 B

F00000411W		0.89 %
FTSE		0.53 %
SP 500		0.05 %

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SWIP Summary

SWIP UK Enhanced Equity P GBP Inc [F00000411W] 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 5 M. SWIP UK Enhanced Equity P GBP Inc is currenly generating return of 6.84% with the current yeild of 3.17%, while the total return for the last 3 years was 7.22%.

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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

Correlation

Fundamentals

SWIP Fundamentals

Annual Yield vs Bond Positions Weight

Year to Date Return vs Minimum Initial Investment

Annual Yield vs Price to Earning

Price to Sales vs Minimum Initial Investment

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