Home Managers SW

SW

7 funds on Funds Benchmark · £3.8B combined AUM
Fund Manager

SW runs 7 funds available to UK investors on Funds Benchmark, with £3.8B in combined assets under management. The book is concentrated in Equity (4 funds), Fixed Interest (3 funds).

Funds
7
Total AUM
£3.8B
Avg 1Y Return
Avg OCF
Asset Classes
2
All SW Funds
In Fund Finder ›
# Fund 1Y AUM OCF
1
Fixed Interest United Kingdom
SWIP Corporate Bond Plus N Acc GBP
GB00B7Y20W27
£1.2B
2
Equity United Kingdom
SWIP Foundation Growth D Inc GBP
GB00B7Y23234
£1.2B
3
Fixed Interest United Kingdom
SWIP Sterling Credit Advantage N Acc GBP
GB00B7BWFZ38
£1.1B
4
Equity Global
SWIP Emerging Markets J EUR
GB0033312793
£160M
5
Equity United Kingdom
SWIP UK Opportunities J EUR
GB0032154584
£92M
6
Fixed Interest Global
SWIP Global Bond Plus P
GB00B02GS128
£38M
7
Equity Europe Ex UK
SWIP European D Acc
LU0289928078
£2M
Asset Class Mix
Equity
4
Fixed Interest
3
Top Categories
United Kingdom
4
Global
2
Europe Ex UK
1

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About SW

How many SW funds can I buy through a UK platform?

We list 7 SW funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.

What asset classes does SW cover?

SW's largest exposure is in Equity alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.

How are SW funds rated against peers?

Open any SW fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.

What's the average fee on SW funds?

OCF data isn't currently available across the full SW range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.

Where can I see SW's top-performing funds?

The table above lists every SW fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.