Scottish Widows Investment Partnership | Fund manager factsheet | HBOS Investment Fd Mgrs Ltd

Professional Investor Edition

Private Investor Edition

First time? Choose an Edition

Private Investor Edition

Professional Investor Edition

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Basket (0)

Your Basket

There are no funds in your basket. To add funds to your basket use the Green Plus Icon

wherever you see it next to a fund.

Fund name

Aberdeen American Growth
Fidelity American
Schroder UK Mid 250
M&G Recovery
Jupiter Merlin UK Growth

Open basket

Login

Remember Me

Password Reminder

Not Registered? Click Here

Register

* * * * * * I accept your terms of use Send me FE Trustnet bulletins

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them Remember my choice

Customise this table

Fund Performance

Help -My Selections

_ X

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Poll

Do you think UK inflation will increase in the next 12 months?

	Yes, it will increase significantly
	Yes, it will increase slightly
	It will stay at around the same level
	No, I think inflation will fall

Vote

Toolset

You are here:

FE Trustnet Fund managers

Manager factsheet

Scottish Widows Investment Partnership
HBOS Investment Fd Mgrs Ltd
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing about the same as the peer group composite. However, over a short track record, the manager has, period by period, over- and under-performed roughly equally. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have not been particularly exposed to falling markets.

Manager profile

Manager biography not available

FOLLOW ON FUNDSWIRE

Annualised total return over 3.2 years

+8.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Scottish Widows Investment Partnership	20.0	24.4	-	-	-
Peer Group Composite	17.9	25.8	-	-	-
Over / Under	2.1	-1.4	-	-	-

Total return for Scottish Widows Investment Partnership

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Scottish Widows Investment Partnership

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Scottish Widows Investment Partnership	20.0	-1.5	5.2	-	-	-	-	-	-	-
Peer Group Composite	17.9	-1.6	8.4	-	-	-	-	-	-	-
Over / Under	2.1	0.1	-3.2	-	-	-	-	-	-	-

Performance vs peer group composite: Scottish Widows Investment Partnership

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

2 years

out of a possible 3

Overall markets

Underperformed peer group composite

1 year

out of a possible 3

Rising markets

Outperformed peer group composite

1 year

out of a possible 2

Falling markets

Outperformed peer group composite

1 year

out of a possible 1

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Halifax Smaller Companies	Lead manager	UT UK Smaller Companies	since Mar 01 2011 to present
Halifax Special Situations	Lead manager	UT UK All Companies	since Dec 01 2012 to present

Funds managed previously

Fund	Periods

Halifax Ethical	since Apr 01 2010 to Mar 31 2011
Scot Wid HIFML Ethical	since Mar 01 2010 to Feb 28 2011

News & Research: Related articles

Sector

Fund

Group

Manager

Paul Marriage’s growth picks for 2013 By Joshua Ausden 22-May-2013

Funds that help you sleep at night: UK growth By Thomas McMahon 20-May-2013

Alternatives to the Jupiter European fund By Joshua Ausden 19-May-2013

Darwall: How to make money in a difficult market By Jenna Voigt 18-May-2013

Why you don’t need a global fund to get overseas exposure By Jenna Voigt 07-Apr-2013

Why you'd be better off building a global portfolio yourself By Jenna Voigt 06-Apr-2013

Funds to properly diversify your UK small cap exposure By Thomas McMahon 04-Apr-2013

Himsworth: The risk-on risk-off era is over By Leigh Himsworth 04-Apr-2013

For Equity investors
FE Investegate
For Professional investors
FE Research
FE Analytics
FE Data feeds
FE Fund listings
For International investors
FE Trustnet Hong Kong
FE Trustnet Offshore
FE Trustnet Middle East

Stay connected with FE trustnet
Authorised and Regulated by the
Financial Conduct Authority
Please read our Terms of Use / Disclaimer
and Privacy and Cookie Policy.
Data supplied in conjunction with Thomson Financial Limited,
London Stock Exchange Plc, StructuredRetailProducts.com
and ManorPark.com

What do you think about this toolbar?

Close permanently
Close for this session