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 how to invest, fund manager commentary and performance information.

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

SWIP UK Opportunities Fund

Peter Cockburn Investment Director

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Fund Performance Information

The Fund was ahead of the peer group average return in the first quarter of 2012 with strong stock selection the key driver of performance. The main stock level contributions came from India focussed energy firms Indus Gas and Essar Energy where the weighting within the Fund was increased in March capturing a near 50% gain on the stock.

Performance

Type	Q1 2011 - Q1 2012	Q1 2010 - Q1 2011	Q1 2009 - Q1 2010	Q1 2008 - Q1 2009	Q1 2007 - Q1 2008
Fund return	-5.59	10.21	58.98	-29.31	-3.73
Median return	0.27	9.80	50.79	-30.68	-9.17
Quartile	4	2	1	2	1

Source: Lipper, mid-mid basis, net of fees. Past performance is not a guide to future performance.

All information as at 31 December 2011.

SWIP UK Opportunities Fund

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

Benchmark	FTSE All-ShareIndex
Sector	IMA UK All Companies
Fund Manager	Peter Cockburn
Fund Launch Date	June 1964
Fund Size	£124.2 million
Number of Holdings	40
Historic Yield (net)#	0.9% p.a

SWIP Code	HSOUK_INV 04/12
Sedol	3214314
ISIN	GB0032143140
Bloomberg	SWUKEAA LN

AstraZeneca	6.9%
Resolution	5.8%
KSK Power Ventur	5.6%
Indus Gas	5.3%
BP	5.0%
Essar Energy	4.9%
Reed Elsevier	4.7%
DS Smith	4.6%
iEnergizer Ltd	3.4%
Berkeley Group	3.4%

Source: SWIP

All data as at 31 March 2012 unless otherwise stated

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Reasons to invest

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

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Invest in the SWIP UK Opportunities Fund

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020 7203 3333

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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).