Fund overview
Fund Manager
| Name | Scottish Widows UT Mngrs Ltd |
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| Address | 15 Dalkeith Road PO Box 28015 |
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| City | Edinburgh |
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| Country | United Kingdom |
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| Telephone | +44 (0)845 845 0066 |
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| Fax | 011-44131-662-0293 |
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Key Figures
| Currency | UK Sterling (GBP) |
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| Annual Management Charge | 1.5% |
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| Minimum Initial Investment (GBP) |
1000
|
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| Minimum Sub. Investment (GBP) | 100 |
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| 1 Week Performance |
-1.2%
|
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| 3 Year Total Return |
2.5%
|
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| 3 Year Volatility |
0.88%
|
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All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
Fund Size Data
| Fund Size (Last Updated :30/06/2008) | 232.38 |
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| Average in Sector (Fixed Income Global STG Based) | 132.30 |
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| Largest in Sector | 669.11 |
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| Smallest in Sector | 1.10 |
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| Total Sector Size | 4498.17 |
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| Number of Funds in Sector | 35 |
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Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.
