SWIP’s UK Opportunities Fund offers many features and benefits:
Long-term benefits
There are long-term benefits of investing in UK Equities – despite recent volatility, UK equities still offer one of the best opportunities to achieve strong long-term returns above UK interest rates.
A range of UK equities to boost returns
By investing in a range of sectors and companies across the UK market, the Fund spreads risk and reduces volatility. The fund typically has a concentrated portfolio of between 30 and 40 stocks across a wide range of sectors, providing excellent diversification.
A thoroughly researched portfolio
We carry out in-depth research into every company we invest in, which includes the preparation of a five-year financial outlook. We also seek insights from sources such as customers, competitors and suppliers.
Strength and conviction in stock-picking
Bottom-up stock picking is the foundation of our investment approach and it drives performance in all the portfolios we manage. Our stock selection is based on fundamental in-house research that identifies an asset’s true worth.
Expert investment
Our UK Equity team manage funds which cover the whole UK market, from the FTSE 100 index to the Alternative Investment Market (AIM). The team consists of 10 investment professionals, with an average investment experience of 25 years.
Skilled management
Peter Cockburn, manager of the SWIP UK Opportunities Fund, has 13 years’ experience managing UK equity funds.
Source for all information: SWIP, as at 31 December 2011
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.