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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Scottish Widows Pooled Property ACS: holdings, performance and fees
1Y return+8.2%
3Y return+20.8%
5Y return+15.0%
OCF (ongoing charge)0.02%
Top 10 holdings
| Holding | Weight |
|---|---|
| ENFIELD DISTRIBUTION PARK | 4.4% |
| EDMONTON, ATLAS | 4.2% |
| LONDON SE1, 75-79 YORK ROAD & 8 LEAKE STREET | 4.2% |
| LONDON, BERNERS ST/ WELLS MEWS | 4.1% |
| BRIGHTON, TRAFALGAR PLACE | 4.1% |
Top sectors
- Industrial35.2%
- Retail22.6%
- Office19.0%
- Other11.5%
- Listed equities5.9%
Top countries
- Rest of SE & E48.9%
- Rest of UK29.5%
- Central London21.6%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN