SWIP Multi-Manager Diversity Fund
Fund objective
The Fund aims to achieve long-term capital growth in excess of inflation through investment in a portfolio which gives exposure to a wide range of asset classes and geographic regions.
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Document
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Download PDF
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SWIP Capital Trust Application Form
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SWIP Guide to Multi-Manager Investing
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SWIP Multi-Manager (FoF) OEIC Application Form
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SWIP Multi-Manager (Fund of Funds) OEIC Key Features Document
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SWIP Multi-Manager Diversification flyer
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SWIP Multi-Manager Diversity Fund Factsheet
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SWIP Multi-Manager Diversity Fund Review
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SWIP Multi-Manager Full Prospectus
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SWIP Multi-Manager Funds Brochure
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Fund price
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Date
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Share class
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Price
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Today’s change
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% Change
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22.05.2012
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A (Acc)
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105.30
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0.10
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0.10
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Source: Financial Express. Net share class displayed unless otherwise stated.
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Fund performance - calendar years (%)
| Type | 2012* | 2011 | 2010 | 2009 | 2008 |
| Fund | 2.47 | -5.56 | 9.10 | 17.09 | -13.24 |
| Sector average | 3.31 | -2.01 | 8.66 | 15.56 | -16.38 |
| Quartile | 3 | 4 | 3 | 2 | 2 |
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Source: Lipper, mid-mid basis, net of fees & benchmark is CPI. *Year to date figure. #Benchmark data has been estimated, current data not available at time of publication. Past performance is not a guide to future performance.
Awards and ratings
| Awarding body |
Rating |
| Citywire Selection |
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| Morningstar OBSR |
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| RSM |
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Source: Citywire, total return, gross income reinvested, as at April 2012.
Source: Morningstar OBSR, March 2012.
Source: RSM Research Ltd, March 2012.
All data as at 30 April 2012 unless otherwise stated
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You should note that the value of your investment can go down as well as up and investors may not get back the full amount invested.
The Fund may have holdings which are denominated in different currencies and may be affected by movements in exchange rates. Consequently, the value of the investment may rise or fall in line with the exchange rates.
Further details of the specific risks relating to investment in a Fund can be found in the relevant Prospectus and the Simplified Prospectus or Key Investor Information Document (KIID).