020 7189 9999
  •  
No Bestinvest rating
SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR A

SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR A - Overview

Overview of SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS ENVIRONMENTAL INVESTOR A does not fall into either of these categories at present.

  • Standard Initial Charge 5.50%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector Unclassified
Structure OEIC
Launched June, 1989
Size £268m
Yield 0.6%
Charging basis
Dividends paid Acc units only

Charges

Standard initial charge 5.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Ongoing charges figure 1.61%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 96
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 4
Allocation Proportion(%)
UK 87
Europe 9
North America 4
Japan 0
Pacific 0
Emerging Markets 0
Allocation Proportion(%)
Large Caps 36
Mid Caps 42
Small Caps 22

View all performance data for this fund

Investment process

The fund aims to provide longer term capital growth together with increasing income by investing in companies that demonstrate a positive commitment to the protection and preservation of the natural environment. Investment will be mainly in the United Kingdom.

Live feed

Bid price(inc) (158.00p) 391.20p
Accum units 391.20p
Fund commentary
Fund data updated on 30/07/21

Asset allocation

Allocation Proportion(%)
Equity 96
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 4

Equity Geographic

Allocation Proportion(%)
UK 87
Europe 9
North America 4
Japan 0
Pacific 0
Emerging Markets 0

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 36
Mid Caps 42
Small Caps 22

Top 10 holdings

As at: 30/06/2020
5.9% Glaxosmithkline
5.23% Unilever
5.08% National Grid Plc
4.12% Croda International Plc
3.87% Astrazeneca Plc
3.38% Tomra Systems Asa
3.36% Jlen Environmental Assets Group Limited Ord Npv
3.19% John Laing Group Plc
2.98% Danone
2.86% Renewables Infrastructure Grp(The)
Source: Trustnet

Sector breakdown

Financials 18%
Industrials 17%
Consumer Services 12%
Consumer Goods 10%
Basic Materials 10%
Health Care 10%
Utilities 9%
Oil & Gas 6%
Money Market 4%
Others 3%

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
16/17 17/18 18/19 19/20 20/21   3 years 5 years Career 3 years 5 years Career
-0.28%   0.26%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Andrew Simpson

Manager. Simpson graduated with a degree in mathematics from Durham University and is a chartered accountant. His investment career commenced in 1989 when he joined Schroders as a UK equity fund manager.

Track record

The track record of Andrew Simpson in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.

Periods of worst performance
Absolute -22% (December 2019 - March 2020)
Relative -7% (September 2020 - May 2021)

Other funds managed

Sector record since December 2019 (2 yr)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

Invest in an existing account

This fund is not available to invest

Open a new account

This fund is not available to invest