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Scottish Widows UK Smaller Companies Fund B Acc (0P00000VS0.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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539.30+5.00 (+0.94%)
As of 09:00PM BST. Market open.

Scottish Widows UK Smaller Companies Fund B Acc

PO Box 28015

15 Dalkeith Road

Management Information
Gregor MacDonald,Lead Manager since March 1, 2002
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUK Small-Cap Equity
Fund FamilyScottish Widows Unit Trust Managers Ltd
Net Assets47.94M
YTD Return15.53%
Morningstar Rating★★
Inception DateMay 10, 1993

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover49.29%
Average for CategoryN/A

Fees & Expenses

Expense0P00000VS0.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load7.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A