Scottish Widows HIFML Diversified Return I

Ranked 298 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Diversified Return Fund is to deliver positive returns on an annual basis with the prospect of long term capital growth commensurate with returns from equities but with a lower volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.2%
2018 -5.5% -2.9% -0.4% 2.0% -4.1%
2017 9.9% 3.0% 1.8% 1.9% 3.0%
2016 4.2% 0.0% 2.0% 2.8% -0.7%
2015 -1.1% 5.6% -2.7% -3.8% 0.0%
2014 5.6% 1.0% 3.9% 1.4% -0.7%
2013 4.8% 2.7% -2.3% 1.9% 2.6%
2012 7.1% 1.9% -0.3% 3.4% 2.0%
2011 -3.9% -1.0% -0.7% -2.5% 0.2%
2010 6.5% 2.2% -2.3% 3.4% 3.1%
2009 9.2% -9.6% 8.0% 9.7% 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Insight ILF GBP Liquidity 2 11.03%
Insight ILF USD Liquidity 2 10.21%
Insight ILF EUR Cash 2 Inc 10.16%
BUND FUT 6% JUN9 7.75%
USD Cash 6.90%
EMINI S&P JUN9 5.08%
ULTRA BOND JUN9 4.11%
iShares J.P. Morgan $ Emer Mkts Bd UCITS ETF 3.35%
Euro Stoxx 50 Dividend Future 2.68%
FTSE INDEX JUN9 2.67%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/11/2008
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB00B3DLGH91

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).