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FE Trustnet Life insurance

Factsheet

SWIS UK Alpha Fund of Funds

FE Crown Rating

Fund Objective

To produce capital growth by investing predominantly in units or shares of collective investment schemes which invest predominantly in UK equities. The fund may also invest directly in UK equities.

Fund Manager

Steve Waddington

Fund Manager

Domicile

United Kingdom

Sector

UK All Companies

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 1.60m as at 31-Dec-2012

Unit Name SWIS UK Alpha Fund of Funds Acc Add this unit to Basket
Inc/Acc Accumulating Citicode YW27 Initial Charge n/a	Unit Currency GBX ISIN GB00B039QD83 Annual Charge 1.75%
Bid GBX 182.10 Offer GBX 182.10	Change (Offer) 0.00 (0.00%) 17-May-2013
Unit LaunchDate 08-Nov-2004

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	14.17	8.39	19.57	32.34	42.15	26.46
Sector	14.23	6.88	19.35	28.07	37.70	27.28

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	18.68	-7.88	14.52	27.78	-30.08
Sector	14.33	-7.14	16.16	27.84	-30.41

Asset Allocation

Asset Class

% of Fund

UK Equities

98.30

Money Market

1.70

Regional Breakdown

Region

% of Fund

98.30

Money Market

1.70

Sector Breakdown

Sector

% of Fund

Equities

98.30

Money Market

1.70

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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