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Scottish Widows Ethical A Acc

Ranked 24 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by investing in primarily UK companies with positive ethical practices. These companies are selected according to a broad range of ethical criteria. Such criteria are agreed with the Fund's independent advisory body, EIRIS (the Ethical Investment Research Service).

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 24/255 Total Return
  • Rank 237/255 Standard Deviation
  • Rank 145/255 Max Drawdown
Fund Name Currency Loss
143 PUTM UK Equity Acc GBP

-14.5%

144 JOHCM UK Dynamic B Acc GBP

-14.5%

145 Scottish Widows Ethical A Acc GBP

-14.6%

146 Investec GSF UK Alpha A Inc GBP GBP

-14.6%

147 Slater Recovery A Acc GBP

-14.6%

147 Fidelity Moneybuilder Growth A Inc GBP

-14.6%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -9.0% -6.0% 8.5% 2.3% -12.8%
2017 15.8% 4.2% 5.2% 1.1% 4.5%
2016 10.8% 0.2% 1.6% 9.6% -0.7%
2015 0.4% 5.9% 0.0% -9.1% 4.3%
2014 -2.4% -1.0% -1.8% 0.1% 0.3%
2013 25.6% 10.3% 1.1% 5.8% 6.5%
2012 10.5% 6.0% -3.5% 5.7% 2.2%
2011 -14.4% 1.1% -1.3% -13.9% -0.4%
2010 10.7% 4.2% -9.7% 11.9% 5.2%
2009 28.8% -11.3% 21.6% 19.5% -0.1%
2008 -41.5% -11.7% -8.1% -9.5% -20.3%
2007 -6.6% 2.7% -1.3% -5.3% -2.7%
2006 20.1% 7.4% -3.3% 7.5% 7.7%
2005 19.9% 2.9% 1.8% 5.7% 8.3%
2004 12.7% 1.9% 2.0% 0.5% 7.9%
2003 11.4% -7.3% 15.3% 1.5% 2.7%
2002 -21.2% 1.4% -8.8% -14.4% -0.4%
2001 -8.5% -8.5% 4.3% -13.6% 10.9%
2000 -3.1% -1.2% -3.0% 3.5% -2.4%
1999 31.0% 10.6% 2.4% 0.2% 15.5%
1998 -1.4% 16.5% 1.3% -17.2% 1.0%
1997 9.7% 4.1% -2.7% 5.7% 2.4%
1996 14.6% 6.0% 3.6% 1.9% 2.4%
1995 18.3% -1.8% 5.7% 9.0% 4.5%
1994 -8.7% -0.3% -6.1% 0.3% -2.8%
1993 26.5% 7.8% 4.0% 6.6% 5.9%
1992 15.1% 0.5% 6.4% -6.3% 14.8%
1991 30.4% 20.1% 0.9% 11.6% -3.5%
1990 -12.5% -2.3% 4.6% -16.3% 2.4%
1989 20.2% 18.0% 3.5% 1.6% -3.2%
1988 10.9% 4.4% 10.2% 0.4% -4.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
AVEVA Group PLC ORD 4.29%
Relx PLC ORD 4.24%
Prudential PLC ORD 4.04%
Just Eat PLC ORD 3.61%
Amadeus IT Group SA ORD 3.46%
London Stock Exchange Group PLC ORD 3.36%
Novo Nordisk A/S ORD 3.28%
Spirax-Sarco Engineering PLC ORD 3.19%
Rentokil Initial PLC ORD 3.17%
Experian PLC ORD 3.02%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/09/1987
  • Share Class size115Mn
  • Base currencyGBP
  • ISIN GB0032200213

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).