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See Marlborough UK Leading Companies fund as a pension fund
See underlying Marlborough UK Leading Companies fund

Skandia Marlborough UK Leading Companies

Underlying Fund

Marlborough UK Leading Companies

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The objective of the scheme is to provide investors with medium to long term capital growth by investing in an actively managed portfolio of UK equities, principally in companies which are amongst the leading companies in their business sector.

Fund Manager ( Underlying )

Giles Hargreave

Domicile

United Kingdom

Sector

UK All Companies

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 0.36m as at 30-Apr-2013

Unit Name

Skandia Marlborough UK Leading Companies

Inc/Acc

Accumulating 

Citicode

N6N4

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4YNJZ07 

Annual Charge

n/a

Bid

GBX 120.50

Offer

GBX 126.80

Change (Offer)

0.50 (0.40%)
17-May-2013

Unit LaunchDate

17-Mar-2011

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 16.43 10.35 20.50 31.41 - -
Sector 14.23 6.88 19.35 28.07 37.70 27.28
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 16.16 - - - -
Sector 14.33 -7.14 16.16 27.84 -30.41

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 97.20
Property Shares 2.50
Money Market 0.30

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 97.20
Property 2.50
Money Market 0.30

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 24.30
Consumer Services 20.90
Consumer Goods 18.00
Financials 17.90
Health Care 4.90
Technology 4.70
Basic Materials 3.90
Telecommunications 2.50
Utilities 1.30
Oil & Gas 1.20
Money Market 0.30
Non-Classified 0.10

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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