• Fund Type: Open-End Pension
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.K.

SW Schroder UK Alpha Plus - Pension

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257.12 GBp 1.92 0.75%

As of 00:59:30 ET on 04/17/2014.

Snapshot for SW Schroder UK Alpha Plus - Pension (SWSUKP2)

Year To Date: -3.16% 3-Month: -5.30% 3-Year: +10.08% 52-Week Range: 224.20 - 271.70
1-Month: -2.02% 1-Year: +14.67% 5-Year: +17.00% Beta vs UKX: 0.92

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  • SWSUKP2:LN 257.10
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Fund Profile & Information for SWSUKP2

SW Schroder UK Alpha Plus Pension is an open-end pension fund incorporated in the United Kingdom. The Fund aims for long-term growth through investment mainly in U.K. equities. The Fund will invest in a focused portfolio of between 20 and 40 stocks. Investment is solely through the Schroder UK Alpha Plus Unit Trust.

Inception Date: 01-16-2004 Telephone: 44-845-716-6777 product
Web Site: www.scottishwidows.co.uk

Fundamentals for SWSUKP2

NAV (on 2014-04-17) 257.12
Assets (M) (on 2013-10-31) 115.76
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for SWSUKP2

No dividends reported

Fees & Expenses for SWSUKP2

Front Load -
Back Load -
Current Mgmt Fee -
Redemption Fee -
12b1 Fee -
Expense Ratio -

Top Fund Holdings for SWSUKP2

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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