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Scot Wid HIFML Non Equity

FE Crown Rating

Fund Objective

The Fund aims to provide a long-term total return by gaining exposure almost exclusively to a range of commercial property, fixed interest and index-linked stocks.

Fund Manager

Jeff King

Fund Manager

Domicile

United Kingdom

Sector

Mixed Asset - Cautious

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 0.77m as at 31-Mar-2013

Downloads

	Provider's own Factsheet
	(KIID) Key Investor Information

Unit Name Scot Wid HIFML Non Equity 1 Add this unit to Basket
Inc/Acc Accumulating Citicode E4A9 Initial Charge 4.00%	Unit Currency GBX ISIN GB00B3BLSV91 Annual Charge 1.25%
Mid GBX 66.21	Change (Mid) -1.17 (-1.74%) 24-May-2013
Unit LaunchDate 19-Jan-2009

Unit Name Scot Wid HIFML Non Equity 2 Add this unit to Basket
Inc/Acc Accumulating Citicode E4B0 Initial Charge 4.00%	Unit Currency GBX ISIN GB00B3BLSW09 Annual Charge 0.75%
Mid GBX 67.42	Change (Mid) -1.19 (-1.73%) 24-May-2013
Unit LaunchDate 19-Jan-2009

Unit Name Scot Wid HIFML Non Equity 3 Add this unit to Basket
Inc/Acc Distributing Citicode E4B1 Initial Charge 4.00%	Unit Currency GBX ISIN GB00B3BLSX16 Annual Charge 1.25%
Mid GBX 61.37	Change (Mid) -1.09 (-1.75%) 24-May-2013
Unit LaunchDate 19-Jan-2009

Unit Name Scot Wid HIFML Non Equity 4 Add this unit to Basket
Inc/Acc Distributing Citicode E4B2 Initial Charge 4.00%	Unit Currency GBX ISIN GB00B3BLSY23 Annual Charge 0.75%
Mid GBX 61.40	Change (Mid) -1.08 (-1.73%) 24-May-2013
Unit LaunchDate 19-Jan-2009

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	-0.62	0.27	-0.32	2.10	12.60	-
Sector	7.42	3.22	8.75	13.34	18.12	16.69
Benchmark	7.42	3.22	8.75	13.34	18.12	16.69

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	4.21	6.30	7.60	-	-
Sector	5.67	-1.61	7.44	12.61	-15.48
Benchmark	5.67	-1.61	7.44	12.61	-15.48

Asset Allocation

Asset Class

% of Fund

Property

31.00

UK Gilts

30.80

UK Corporate Fixed Interest

30.50

Money Market

7.70

Regional Breakdown

Region

% of Fund

92.30

Money Market

7.70

Sector Breakdown

Sector

% of Fund

Property

31.00

Government Bonds

30.80

Corporate Bonds

30.50

Money Market

7.70

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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