LSE - Delayed Quote GBp

Scottish Widows UK Select Gr A (0P000021Q8.L)

2,370.00
0.00
(0.00%)
At close: June 21 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 2.64%
5y Average Return 1.96%
Number of Years Up 30
Number of Years Down 12
Best 1Y Total Return (Jun 21, 2024) 46.21%
Worst 1Y Total Return (Jun 21, 2024) --
Best 3Y Total Return 46.21%
Worst 3Y Total Return -1.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000021Q8.L
Category
YTD
2.64%
0.00%
1-Month
-1.04%
0.00%
3-Month
0.85%
0.00%
1-Year
3.95%
0.00%
3-Year
0.03%
0.00%
5-Year
2.05%
0.00%
10-Year
3.14%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000021Q8.L
Category
2024
--
--
2023
6.50%
--
2022
-9.67%
--
2021
8.94%
--
2020
-0.32%
--
2019
23.05%
--
2018
-9.20%
--
2017
9.95%
--

2016
14.51%
--
2015
-3.56%
--
2014
-10.42%
--
2013
12.13%
--
2012
7.92%
--
2011
-8.39%
--
2010
12.03%
--
2009
46.21%
--
2008
-32.94%
--
2007
3.29%
--
2006
20.40%
--
2005
27.77%
--
2004
8.54%
--
2003
19.22%
--
2002
-16.15%
--
2001
-13.28%
--
2000
-9.72%
--
1999
19.16%
--
1998
12.46%
--
1997
19.12%
--
1996
16.07%
--
1995
22.45%
--
1994
-8.91%
--
1993
21.50%
--
1992
17.65%
--
1991
9.89%
--
1990
-11.53%
--
1989
34.92%
--
1988
3.28%
--
1987
12.28%
--
1986
26.07%
--
1985
21.33%
--
1984
24.48%
--
1983
23.36%
--
1982
32.85%
--
1981
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.78% 0.85% -- --
2023 7.10% -1.81% -2.76% 4.15%
2022 -7.08% -6.68% -8.02% 13.27%
2021 3.59% 3.77% 0.34% 1.01%
2020 -27.92% 17.83% 1.81% 15.28%
2019 11.36% 7.05% 0.79% 2.41%
2018 -5.81% 9.55% -0.73% -11.35%
2017 5.39% 1.85% -0.57% 3.02%
2016 0.70% 3.60% 7.81% 1.81%
2015 6.33% -1.56% -11.96% 4.66%

2014 -2.18% -2.19% -3.16% -3.32%
2013 4.26% 1.47% 2.67% 3.23%
2012 5.54% -9.61% 8.06% 4.69%
2011 4.53% -0.75% -13.22% 1.75%
2010 5.04% -11.05% 10.90% 8.13%
2009 -4.82% 23.29% 19.70% 4.10%
2008 -5.84% -1.90% -13.41% -16.16%
2007 -0.74% 6.68% -4.45% 2.09%
2006 10.95% -5.03% 3.90% 9.98%
2005 4.39% 4.03% 10.52% 6.46%
2004 2.81% -1.47% 1.70% 5.35%
2003 -4.46% 14.79% 3.80% 4.73%
2002 6.02% -8.54% -12.44% -1.24%
2001 -10.30% 3.13% -12.80% 7.51%
2000 -4.68% -3.65% 2.69% -4.28%
1999 8.38% 1.75% -4.99% 13.72%
1998 14.08% 0.33% -14.54% 14.98%
1997 3.28% 4.38% 11.62% -1.00%
1996 2.61% 3.54% 5.62% 3.44%
1995 2.71% 5.22% 7.35% 5.55%
1994 -5.79% -5.77% 0.80% 1.79%
1993 1.74% 1.38% 5.63% 11.52%
1992 2.05% 4.86% -2.41% 12.67%
1991 17.47% -0.91% 4.68% -9.81%
1990 -6.23% 4.12% -16.84% 8.97%
1989 16.35% 5.57% 6.92% 2.74%
1988 0.19% 6.84% -2.13% -1.42%
1987 23.87% 12.69% 5.27% -23.59%
1986 18.09% 4.71% -4.94% 7.24%
1985 7.13% -4.01% 5.28% 12.06%
1984 12.39% -7.85% 10.89% 8.39%
1983 5.99% 11.37% -1.21% 5.79%
1982 7.42% -1.02% 15.19% 8.48%
1981 15.49% -- -- --

Rank in Category (By Total Return)

YTD 86
1-Month 37
3-Month 87
1-Year 93
3-Year 67
5-Year 80

Load Adjusted Returns

1-Year 3.95%
3-Year 0.03%
5-Year 2.05%
10-Year 3.14%

Performance & Risk

YTD Return 2.64%
5y Average Return 1.96%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Scottish Widows Unit Trust Managers Ltd
Net Assets 23.34M
YTD Return 2.64%
Yield 2.67%
Morningstar Rating
Inception Date Dec 06, 2005

Fund Summary

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