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SWIP quote and profile

 
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134.0
  
FUND
1.00  Macroaxis: 0.75 Up   0.75%  
May 20 2013 

Diversification Suggestion

Use SWIP to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze SWIP rporate Bond Plus Trend or Check current 30 days SWIP correlation with market (FTSE 100)
1 Month Beta -0.36  
Highest Price:  
Lowest Price:  
1.36  
1.35  
May 08 2013 
May 14 2013 
As returns on market increase, returns on owning SWIP are expected to decrease at a much smaller rate. During bear market, SWIP is likely to outperform the market.
SWIP Corporate Bond Plus A Acc Almost negative betaSWIP rporate Bond Plus Beta Legend
GB00B01 United Kingdom London
SWIP Corporate Bond Plus A Acc
SWIP Fund Management Limited
GBP Corporate Bond
Currency: GBP - Pound Sterling
Traded on London Stock Exchange
    
Number of Employees1
Net Asset1.39 B
 thisGreen GB00B01 GB00B01.L agains markets  0.75 % Macroaxis: 0.75 Moved Up  
 
 United Kingdom FTSE   0.35 % Macroaxis: 0.35 Moved Up  
 
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Alix Stewart  Money Manager
Fund Manager since January 8, 2006
Alix joined Gartmore from Standard Life Investments where she was Investment Director of Corporationrate Bonds since 1999. She was a member of the Standard Life fixed interest team, which won the Lipper Leader Fixed Inte...
    

SWIP Price and Market Media

The median price of SWIP for the period between Sat, Apr 20, 2013 and Mon, May 20, 2013 is 1.35 with a coefficient of variation of 0.33. The daily time series for the period is distributed with a sample standard deviation of 0.0, arithmetic mean of 1.35, and mean deviation of 0.0. The Fund did not receive any noticable media coverage during the period.
SWIP         Market
Price Growth (%)
 

SWIP Summary

SWIP Corporate Bond Plus A Acc [GB00B01] is traded in UK and was established in July 4, 2004. The fund is listed under GBP Corporate Bond category and is part of SWIP Fund Management Limited family. This fund currently has accumulated 1.39 B in assets under management (AUM) with minimum initial investment of 1 K. SWIP Corporate Bond Plus A Acc is currenly generating return of 0.53% with the current yeild of 4.15%, while the total return for the last 3 years was 12.35%.

Fund Instrument Allocation for SWIP

.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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SWIP Research Report

SWIP vs. M G

Correlation analysis and fundamentals comparison between SWIP rporate Bond Plus and M G rporate Bond A Acc

SWIP Asset Under Management

SWIP Corporate Bond Plus A Acc is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of GBP Corporate Bond category is currently estimated at about 53.82 Billion. SWIP holds roughly 1.39 Billion in net asset claiming about 2.58% of all funds under GBP Corporate Bond category.

SWIP Fundamentals

Three Year Return vs Cash Position Weight
Five Year Return vs Minimum Initial Investment
Three Year Return vs Year to Date Return
Annual Yield vs Minimum Initial Investment

SWIP vs Competition

SWIP vs. M G Corporate Bond A Acc
SWIP vs. M G Corporate Bond X Acc
SWIP vs. M G Corporate Bond X Inc
SWIP vs. IP Corporate Bond No Trail Acc
SWIP vs. IP Corporate Bond No Trail Inc
SWIP vs. IP Corporate Bond No Trail Acc
SWIP vs. M G Strategic Corporate Bond X Acc
SWIP vs. M G Strategic Corporate Bond A Inc
SWIP vs. Fidelity MoneyBuilder Income Acc
SWIP vs. Halifax Corporate Bd C

SWIP May 20 2013 Opportunity Range

Information Ratio(1.86)
Maximum Drawdown0.7353
Value At Risk(0.74)

 
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