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Scottish Widows Environmental Investor A Acc

Ranked 7 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To provide long-term capital growth through investment in primarily UK companies that demonstrate a positive commitment to the protection and preservation of the natural environment. The Fund will invest in primarily United Kingdom companies that demonstrate a positive commitment to the protection and preservation of the natural environment and may include, directly or indirectly, shares, equity backed depository receipts, convertible securities and listed warrants, however the Fund may invest in other types of investment at the discretion of the ACD. Such criteria are agreed with the Fund's independent advisory body from time to time, which is made up of leading environmentalists.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -5.5% -4.7% 10.3% 1.7% -11.7%
2017 12.3% 5.0% 5.4% -0.9% 2.4%
2016 8.5% -0.2% 0.8% 8.5% -0.6%
2015 1.9% 6.6% -1.1% -9.7% 7.0%
2014 -1.8% -1.4% -2.4% -1.2% 3.3%
2013 29.0% 12.5% 0.1% 6.4% 7.8%
2012 14.1% 6.2% -4.0% 7.1% 4.5%
2011 -12.8% -0.2% -0.3% -12.5% 0.1%
2010 13.4% 3.8% -6.9% 11.8% 5.0%
2009 27.3% -14.1% 23.6% 20.1% -0.2%
2008 -40.6% -12.0% -8.2% -9.9% -18.4%
2007 -8.0% 3.3% -2.7% -5.9% -2.7%
2006 21.5% 8.4% -3.1% 6.7% 8.4%
2005 20.4% 2.6% 1.6% 6.2% 8.7%
2004 8.9% 0.1% 1.3% -0.3% 7.8%
2003 17.2% -6.3% 15.4% 5.5% 2.9%
2002 -29.6% -3.1% -11.8% -16.0% -2.1%
2001 -20.2% -12.9% -0.9% -16.7% 11.1%
2000 11.3% 14.2% -5.3% 7.2% -4.0%
1999 47.1% 16.2% -0.3% 1.4% 25.4%
1998 17.9% 21.6% 1.2% -13.7% 11.1%
1997 23.2% 7.5% 3.4% 11.1% -0.2%
1996 20.9% 3.4% 5.3% 4.2% 6.6%
1995 4.5% 7.6% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Relx PLC ORD 4.27%
Prudential PLC ORD 4.11%
AVEVA Group PLC ORD 4.06%
Diageo PLC ORD 3.65%
Just Eat PLC ORD 3.64%
London Stock Exchange Group PLC ORD 3.39%
Experian PLC ORD 3.27%
Rentokil Initial PLC ORD 3.22%
Croda International PLC ORD 3.17%
Spirax-Sarco Engineering PLC ORD 3.15%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/06/1989
  • Share Class size213Mn
  • Base currencyGBP
  • ISIN GB0031632010

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

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