SWIP UK Opportunities Fund

Full performance risks..

Past performance is not a guide to future performance.

The value of investments and the income from them can go down as well as up depending on performance. You may not get back your original investment.

As the Fund invests in a concentrated portfolio of holdings, it may be more volatile than other more diverse portfolios.

The Simplified Prospectus provides more detailed information, as well as the risks of investing. This is available by clicking here or by telephoning 0800 33 66 00.

We may monitor or record your call

SWIP UK Opportunities Fund literature

Our library of key documents presents detailed information on the Fund including reasons to invest, fund manager commentary and performance information.

Document	Download PDF
SWIP UK Opportunities Fund Factsheet
SWIP Guide to Equities
SWIP OEIC Application Form
SWIP OEIC Full Prospectus

SWIP UK Opportunities Fund

Peter Cockburn Investment Director

View full interview

Fund Performance Information

The Fund performed behind the peer group average in April with stock selection offsetting a positive contribution from sector allocation. At stock level off benchmark positions in Nandan Cleantec, Indus Gas and KSK Power came under pressure while miner Glencore helped boost performance.

Fund performance - calendar years (%)

Type	2012*	2011	2010	2009	2008
Fund	3.92	-9.40	9.89	44.94	-28.56
Sector average	8.62	-7.14	17.26	30.38	-32.32
Quartile	4	3	4	1	2

Source: Lipper, mid-mid basis, net of fees as at 30 April 2012. Past performance is not a guide to future performance
*year to date

SWIP UK Opportunities Fund

To provide a stable and consistent return through direct and indirect investment mainly in United Kingdom securities.

Benchmark	FTSE All-Share Index
Sector	IMA UK All Companies
Fund Manager	James Clunie
Fund Launch Date	June 1964
Fund Size	£118.3 million
Number of Holdings	41
Historic Yield (net)#	0.9% p.a

SWIP Code	HSOUK_IFA 05/12
Sedol	3214314
ISIN	GB0032143140
Bloomberg	SWUKEAA LN
Lipper	LP60010026

AstraZeneca	7.0%
KSK Power Ventur	5.3%
Resolution	5.2%
BP	5.0%
Essar Energy	4.9%
Indus Gas	4.8%
Reed Elsevier	4.6%
DS Smith	4.5%
iEnergizer Ltd	3.6%
Berkeley Group	3.4%

Source: SWIP

All data as at 30 April 2012 unless otherwise stated

Important Information

For professional clients only – not to be relied upon by retail clients

The content of this website is intended for professional clients only and should not be accessed by individual retail investors.

The pages of this website are prepared and issued in the country of domicile to which you agreed on entry to it, and are intended for the information and use by residents of that country only. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
Please click on the “Accept” button to confirm that you have read and understood the information given on our Legal and Privacy page and that you will accept cookies from this site. For more information about our Cookie policy and how to disable cookies on your computer please see the Privacy section on our Legal and Privacy page.

Accept
Decline

I have read the above Important Information and confirm that I accept cookies from this website and wish to continue

I have read the above Important Information and do not wish to continue using this website

Latest fund alerts

Reasons to invest

Highly experienced team
UK equities to boost returns
A throughly researched portfolio

View reasons

Invest in the SWIP UK Opportunities Fund

Call our adviser sales team on

020 7203 3333

or invest via a fund platform.

Select platform

Fund manager interview

Fund manager

Find out more about the manager, Peter Cockburn.

View biography

Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).