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Scot Wid HIFML Dynamic Return

FE Crown Rating

Fund Objective

The Fund aims to achieve long term capital growth through gaining exposure to a diversified range of asset classes.

Fund Manager

Multi - Asset Group

Fund Manager

Domicile

United Kingdom

Sector

Mixed Asset - Aggressive

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 28.36m as at 31-Dec-2012

Downloads

Unit Name

Scot Wid HIFML Dynamic Return 1

Inc/Acc

Accumulating 

Citicode

E4C7

Initial Charge

4.00%

Unit Currency

GBX 

ISIN

GB00B3BLTH23 

Annual Charge

1.50%

Mid

GBX 67.63

Change (Mid)

-0.18 (-0.27%)
24-May-2013

Unit LaunchDate

19-Jan-2009

Unit Name

Scot Wid HIFML Dynamic Return 2

Inc/Acc

Accumulating 

Citicode

E4C8

Initial Charge

4.00%

Unit Currency

GBX 

ISIN

GB00B3BLTJ47 

Annual Charge

1.00%

Mid

GBX 68.85

Change (Mid)

-0.18 (-0.26%)
24-May-2013

Unit LaunchDate

19-Jan-2009

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 7.55 3.84 8.96 14.45 20.60 -
Sector 12.65 5.46 14.99 22.59 27.82 19.83
Benchmark 12.65 5.46 14.99 22.59 27.82 19.83
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 11.19 -7.82 6.25 - -
Sector 9.17 -6.72 12.26 19.93 -24.63
Benchmark 9.17 -6.72 12.26 19.93 -24.63

Asset Allocation

breakdown chart
  Asset Class % of Fund
International Equities 48.90
Fixed Interest 20.00
Total Return 17.50
Property 9.90
Money Market 3.70

Regional Breakdown

No breakdown data available.

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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