LSE - Delayed Quote GBp

Scottish Widows UK Select Growth Fund B Acc (0P000021PN.L)

2,481.00
0.00
(0.00%)
At close: July 23 at 9:00:00 PM GMT+1

Fund Summary

The fund seeks to provide capital growth through investment in a select portfolio, typically 30 to 50 holdings, of UK shares. At least 80% of the Fund will invest in a select portfolio of 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 46.63%
Worst 1Y Total Return -32.86%
Number of Years Up 12
Number of Years Down 6

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P000021PN.LCategory Average0P000021PN.LCategory Average0P000021PN.LCategory Average
Alpha 3.45 0.01 0.88 0.03 -2.74 0.02
BETA 1.21 0.01 1.14 0.01 1.07 0.01
Mean Annual Return 0.62 0.01 0.76 0.01 0.39 0.01
R-squared 86.11 0.5 83.58 0.61 79.05 0.77
Standard Deviation 21.08 0.11 17.19 0.11 15.07 0.16
Sharpe Ratio 0.33 0.01 0.5 0.01 0.28 0
Treynor Ratio 4.04 0.08 6.55 0.13 2.94 0.05

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