Scottish Widows HIFML Cautious 4 Inc

 (MUTF_GB:SCOT_WIDO_HIFM_HUA8AG)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.38%
   
4 week
   
-0.23%  
3 month   +2.45%
   
YTD   +0.74%
   
1 year
   
-2.67%  
3 years*   +3.81%
   
5 years*   +4.62%
   
*annualized
Best 3 month return+13.50%  
Worst 3 month return-7.52%  

Morningstar statistics

Morningstar category: GBP Moderate Allocation
  Return Risk Rating
3 years Above Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets899,834.00 
Front load4.00%  
Deferred load-  
Expense ratio-  
Management fee0.85%  
Fund familyScottish Widows Share Classes-HIFML 

Asset allocation

Cash7.17%  
Stocks23.89%  
Bonds26.01%  
Convertible0.17%  
Other42.76%  

Purchase information

Initial�5,000  
Additional�500  
AIP Initial�250  
AIP Additional�250  
0.740.00(0.00%)
May 26, 1:00AM GMT+1 Overall Morningstar RatingTM

Description

The investment objective of the Cautious Fund is to achieve long term capital growth by gaining exposure to UK equities, commercial property and fixed interest stocks. The Fund will normally operate a broadly equal weighting between the equity and non equity classes with flexibility to move to over- and under-weight positions in any asset class to meet market circumstances.The Fund generally achieves exposure to the different asset classes mainly through investment in other regulated and unregulated collective investment schemes which may include up to 100% investment in collective investment schemes managed by the ACD or its associates. The Fund may also invest in transferable securities and deposits. Derivatives may be used for the purposes of efficient portfolio management only.
Asset manager:
Not Disclosed (Started: Nov 24, 2008)
Advisor Company:
HBOS Investment Fund Managers Limited
15 Dalkeith Road, Edinburgh EH16 5WL

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.25 -0.26 -1.96     -
Beta* 0.94 0.78 0.88     -
Mean annual return -0.07 0.40 0.39     -
R-squared* 73.63 62.54 64.00     -
Standard deviation 7.22 6.30 6.49     -
Sharpe ratio -0.20 0.67 0.64     -
* Against standard index

Top 10 holdings