SW Funds
£3.8B combined fund size · 2 asset classes.
How SW funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
SW funds are covered on Funds Benchmark, with £3.8B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Asset class mix
- Bonds62.8%
- Equity37.2%
Largest SW funds
Top SW funds by assets under management, one share class per fund.
SW holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
SW funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| SWIP Corporate Bond Plus N Acc GBPGB00B7Y20W27 | n/a | £1.2B | |
| SWIP Foundation Growth D Inc GBPGB00B7Y23234 | n/a | £1.2B | |
| SWIP Sterling Credit Advantage N Acc GBPGB00B7BWFZ38 | n/a | £1.1B | |
See all fundsA free account shows the full list. | |||
| SWIP Emerging Markets J EURGB0033312793 | |||
| SWIP UK Opportunities J EURGB0032154584 | |||
| SWIP Global Bond Plus PGB00B02GS128 | |||
| SWIP European D AccLU0289928078 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All SW funds (7)
Equity (4)
Bonds (3)
Compare SW funds side by side
See every SW fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About SW
Where can I find SW fund prices and factsheets?
Every SW fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which SW funds does Funds Benchmark cover?
Funds Benchmark covers the SW funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does SW cover?
SW's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are SW funds rated against peers?
Open any SW fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on SW funds?
OCF data isn't currently available across the full SW range. Check each fund's page for its OCF.
Where can I see SW's top-performing funds?
The table on this page shows up to 30 SW funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter SW funds and compare them with funds from other managers by performance, fees and asset class.