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FE Trustnet Life insurance

Factsheet

SWIS UK Strategic

FE Crown Rating

Fund Objective

The Fund aims to achieve long-term capital growth by investing mainly in UK companies with flexibility to gain exposure to a minority holding of overseas equities. The Fund will use derivatives to create a long or short exposure to such companies in order to further enhance returns.

Fund Manager

Ken Hsia

Fund Manager

Domicile

United Kingdom

Sector

UK All Companies

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 18.27m as at 31-Mar-2013

Unit Name SWIS UK Strategic Add this unit to Basket
Inc/Acc Accumulating Citicode DNK8 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B29VBN71 Annual Charge 1.70%
Bid GBX 174.70 Offer GBX 183.80	Change (Offer) 0.70 (0.38%) 18-Jun-2013
Unit LaunchDate 24-Nov-2008

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	13.13	-0.17	14.02	26.91	35.30	-
Sector	10.30	-0.08	11.04	23.01	33.97	29.29

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	15.90	-8.04	16.75	19.08	-
Sector	14.33	-7.14	16.16	27.84	-30.41

Asset Allocation

Asset Class

% of Fund

UK Equities

100.00

Regional Breakdown

Region

% of Fund

100.00

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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