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Schroders Personal Wealth Multi-Manager UK Equity Growth A Acc (0P000021PD.L)

254.20
+251.66
+(9,900.00%)
At close: June 17 at 9:00:00 PM GMT+1
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DELL
  • Previous Close 2.54
  • YTD Return 12.68%
  • Expense Ratio 0.00%
  • Category UK Large-Cap Blend Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 88.53M
  • Beta (5Y Monthly) 1.25
  • Yield 0.70%
  • 5y Average Return --
  • Holdings Turnover 48.44%
  • Last Dividend 0.00
  • Inception Date Oct 18, 2004

The Fund’s aim is to provide capital growth with some income by investing in UK shares. At least 80% of the Fund will invest in UK shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.

Scottish Widows Schroder Personal Wealth (ACD) Limited

Fund Family

UK Large-Cap Blend Equity

Fund Category

88.53M

Net Assets

2004-10-18

Inception Date

Performance Overview: 0P000021PD.L

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Trailing returns as of 6/17/2021. Category is UK Large-Cap Blend Equity.

YTD Return

0P000021PD.L
12.68%
Category
4.03%
 

1-Year Return

0P000021PD.L
27.61%
Category
18.80%
 

3-Year Return

0P000021PD.L
1.25%
Category
6.88%
 

5-Year Return

0P000021PD.L
4.08%
Category
9.87%
 

Holdings: 0P000021PD.L

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Sector Weightings

Sector0P000021PD.L
Industrials   18.84%
Healthcare   6.97%
Energy   4.89%
Technology   3.54%
Real Estate   2.70%
Utilities   0.72%

Recent News: 0P000021PD.L

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Research Reports: 0P000021PD.L

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