Scottish Widows UK Growth Fund A Acc
Category UK Large-Cap Equity
Last buy/sell price
231.20p
0.60p (+0.26%)
Fund Code
3163223
GB0031632234
Prices updated as at 29 Oct 2024
Prices in GBX
Investment objective
The Fund aims to provide capital growth through investment in a broad portfolio of shares of UK companies. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include preference shares. The majority of these companies are those which are incorporated, or domiciled, or have a significant part of their business in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 30 Oct 2024, 03:10
Trailing returns (%) as of 30 Oct 2024, 03:10
Annual performance (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 1.89 | 5.97 |
30 Sep 14 - 30 Sep 15 | -6.01 | -0.99 |
30 Sep 15 - 30 Sep 16 | 17.16 | 13.90 |
30 Sep 16 - 30 Sep 17 | 9.66 | 11.54 |
30 Sep 17 - 30 Sep 18 | 6.62 | 5.06 |
30 Sep 18 - 30 Sep 19 | -0.51 | 1.80 |
30 Sep 19 - 30 Sep 20 | -19.40 | -15.71 |
30 Sep 20 - 30 Sep 21 | 21.32 | 28.78 |
30 Sep 21 - 30 Sep 22 | -10.92 | -7.40 |
30 Sep 22 - 30 Sep 23 | 18.72 | 14.30 |
30 Sep 23 - 30 Sep 24 | 16.72 | 12.95 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | -0.35 | -0.04 |
1 Month | -0.95 | -1.02 |
3 Months | 2.08 | 0.63 |
6 Months | 5.10 | 4.12 |
1 Year | 19.48 | 18.28 |
3 Years annualised | 6.11 | 5.58 |
5 Years annualised | 3.99 | 5.31 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.