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Schroders Personal Wealth Uk Equity Focus B Gbp (0P00006EHZ)

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1.89 +0.02    +0.80%
24/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 7.73M
Type:  Fund
Market:  United Kingdom
Issuer:  Scottish Widows Unit Trust Managers Ltd
ISIN:  GB00B0JVK694 
Asset Class:  Equity
Scottish Widows Multi-Manager UK Equity Focus B GB 1.89 +0.02 +0.80%

0P00006EHZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Scottish Widows Multi-Manager UK Equity Focus B GB (0P00006EHZ) fund. Our Scottish Widows Multi-Manager UK Equity Focus B GB portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.20 104.84 100.64
Shares 92.50 92.50 0.00
Other 3.31 3.31 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.51 13.75
Price to Book 1.51 2.06
Price to Sales 0.81 1.28
Price to Cash Flow 6.66 9.40
Dividend Yield 4.42 3.12
5 Years Earnings Growth 9.27 9.87

Sector Allocation

Name  Net % Category Average
Financial Services 22.65 17.10
Healthcare 13.40 9.78
Consumer Cyclical 12.11 14.33
Industrials 11.83 20.12
Consumer Defensive 9.59 11.66
Energy 8.12 6.67
Basic Materials 6.87 5.69
Communication Services 6.68 6.83
Utilities 5.22 3.86
Technology 1.77 7.02
Real Estate 1.76 3.21

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 123

Number of short holdings: 6

Name ISIN Weight % Last Change %
  Shell GB00BP6MXD84 5.06 29.55 +0.96%
  HSBC GB0005405286 4.31 772.00 +0.90%
  AstraZeneca GB0009895292 4.24 10,436.0 +0.13%
  GSK plc GB00BN7SWP63 3.80 1,339.50 +0.41%
  Unilever GB00B10RZP78 3.74 55.02 +0.44%
  Standard Chartered GB0004082847 3.34 990.80 +1.02%
  3I Group GB00B1YW4409 3.31 3,581.00 +0.70%
  Relx GB00B2B0DG97 3.05 3,617.00 +0.25%
  Lloyds Banking GB0008706128 2.43 54.22 +0.48%
  Anglo American GB00B1XZS820 2.29 2,381.5 +2.08%

Top Equity Funds by Scottish Widows Schroder Personal Wealth (ACD) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  UK Equity Focus P Inc 215.59M 9.87 8.84 6.25
  UK Equity Focus Q Net Inc 912.65M 9.87 8.93 6.34
  UK Equity Focus X Acc 92.6M 10.14 9.08 6.76
  Scottish Widows International Equit 655.63K 12.30 7.66 11.17
  Real Estate Securities X Acc 136.2M 4.00 -0.74 6.62
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