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Funds Centre

Performances as at: 20/06/2008

Data provided by:

Morningstar

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Performance1
Fund Name Morningstar Rating2 Fund Rating3 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
SW American Growth A 2 stars Not rated 1.5 -8.24 2 2.82 3 Performance Details for SW American Growth A
SW American Select Growth A 4 stars Not rated 1.5 4.6 1 17.04 1 Performance Details for SW American Select Growth A
SW American Sm Cos A Acc 4 stars Not rated 1.5 4.07 1 27.08 2 Performance Details for SW American Sm Cos A Acc
SW Balanced Growth Ptfl Acc 2 stars Not rated 1.5 -5.26 1 11.19 2 Performance Details for SW Balanced Growth Ptfl Acc
SW Balanced Portfolio A 1 stars Not rated 2 -4.75 2 8 4 Performance Details for SW Balanced Portfolio A
SW Cash Acc A 2 stars Not rated 0.5 4.99 3 13.6 3 Performance Details for SW Cash Acc A
SW Cautious Portfolio A Acc 1 stars Not rated 1.5 -0.15 4 4.29 3 Performance Details for SW Cautious Portfolio A Acc
SW Corporate Bond A Acc 2 stars Not rated 1 -2.95 3 -2.35 4 Performance Details for SW Corporate Bond A Acc
SW Dynamic Income Port A Acc 2 stars Not rated 1.5 -3.4 1 9.34 3 Performance Details for SW Dynamic Income Port A Acc
SW Emerging Markets A 2 stars Not rated 1.5 9.98 1 72.9 4 Performance Details for SW Emerging Markets A
SW Environmental Investor A 2 stars Not rated 1.5 -23.86 3 7.25 3 Performance Details for SW Environmental Investor A
SW Ethical A Acc 1 stars Not rated 1.5 -23.41 4 6.84 3 Performance Details for SW Ethical A Acc
SW Euroland A 5 stars Not rated 1.5 -4.83 1 52.91 1 Performance Details for SW Euroland A
SW European Growth A 4 stars Not rated 1.5 -4.41 1 54.78 1 Performance Details for SW European Growth A
SW European Select Growth A 4 stars Not rated 1.5 -7.41 3 58.95 1 Performance Details for SW European Select Growth A
SW Gilt A Acc 3 stars Not rated 1 3.74 4 2.38 4 Performance Details for SW Gilt A Acc
SW Global Growth A 2 stars Not rated 1.5 -8.43 3 11.1 4 Performance Details for SW Global Growth A
SW Global Select Growth A 3 stars Not rated 1.5 -1.47 1 26.23 3 Performance Details for SW Global Select Growth A
SW High Income Bond A Acc 3 stars Not rated 1.5 1.58 1 9.6 2 Performance Details for SW High Income Bond A Acc
SW High Reserve A Acc 3 stars Not rated 1.5 -15.9 4 8.38 3 Performance Details for SW High Reserve A Acc
SW International Bond A Acc 3 stars Not rated 1.25 14.1 1 8.48 2 Performance Details for SW International Bond A Acc
SW Intl Equity Tracker I Acc 4 stars Not rated 0.5 -7.06 2 28.82 2 Performance Details for SW Intl Equity Tracker I Acc
SW Japan Growth A 3 stars Not rated 1.5 -12.89 3 3.76 3 Performance Details for SW Japan Growth A
SW Japan Select Growth A 2 stars Not rated 1.5 -15.35 4 -3.15 4 Performance Details for SW Japan Select Growth A
SW Latin American A 3 stars Not rated 1.5 24.68 1 196.5 1 Performance Details for SW Latin American A
SW Managed Income Ptfl Inc 2 stars Not rated 1.25 -0.35 1 3.36 4 Performance Details for SW Managed Income Ptfl Inc
SW Momentum Income Ptfl Inc 2 stars Not rated 1.25 -0.9 1 6.83 3 Performance Details for SW Momentum Income Ptfl Inc
SW Opportunity A Acc 2 stars Not rated 2 -9.76 3 13.52 4 Performance Details for SW Opportunity A Acc
SW Overseas FI Tracker I Acc 3 stars Not rated 0.5 16.3 1 5.29 3 Performance Details for SW Overseas FI Tracker I Acc
SW Pacific Growth A 3 stars Not rated 1.5 -1.59 2 51.09 3 Performance Details for SW Pacific Growth A
SW Progressive Portfolio A 2 stars Not rated 2 -8.11 3 11.14 4 Performance Details for SW Progressive Portfolio A
SW Safety Plus A Not rated Not rated 2.5 -6.81   13.2   Performance Details for SW Safety Plus A
SW Stockmarket Growth Port A 3 stars Not rated 1.5 -9.38 3 19.71 4 Performance Details for SW Stockmarket Growth Port A
SW Strategic Growth Portfolio 2 stars Not rated 1.5 -7.54 2 15.91 4 Performance Details for SW Strategic Growth Portfolio
SW Strategic Income A Acc 4 stars Not rated 1.25 -4.79 4 1.62 3 Performance Details for SW Strategic Income A Acc
SW UK All Share Tracker I Inc 4 stars Not rated 0.25 -13.75 3 24.82 2 Performance Details for SW UK All Share Tracker I Inc
SW UK Equity Income A Acc 2 stars Not rated 1.25 -18.5 3 13.62 3 Performance Details for SW UK Equity Income A Acc
SW UK Fixed Int Tracker I Acc 4 stars Not rated 0.25 5.49 2 6.23 1 Performance Details for SW UK Fixed Int Tracker I Acc
SW UK Growth A Acc 3 stars Not rated 1.5 -14.54 3 20.16 3 Performance Details for SW UK Growth A Acc
SW UK Idx Linked Tracker I Acc 3 stars Not rated 0.25 15.1 2 21.9 1 Performance Details for SW UK Idx Linked Tracker I Acc
SW UK Select Growth A Acc 4 stars Not rated 1.5 -7.97 1 39.11 1 Performance Details for SW UK Select Growth A Acc
SW UK Smaller Cos A 2 stars Not rated 1.5 -27.01 4 13.03 3 Performance Details for SW UK Smaller Cos A
SW UK Tracker A Acc 3 stars Not rated 1 -10.53 2 21.09 3 Performance Details for SW UK Tracker A Acc
SWIP Absolute Rtn Macro A Acc Not rated Not rated 1.5 -0.53       Performance Details for SWIP Absolute Rtn Macro A Acc

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.