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Scottish Widows Investment Partnership – UK Opportunities Fund

Type:
Oeic

Aim:
Growth by investing in UK equities

Minimum investment:
Lump sum £25,000

Investment split:
28.8% cyclical services, 26.12% financials 15.73% non-cyclica services, 9.02% resources, 8.82% utilities, 3.28% non-cyclical consumer goods, 2.89% general industrials, 2.79% information technology, 1.51%basic industries, other 1.05%

Isa link:
Yes

Pep transfers:
No

Charges:
Initial 5%,
annual 1.5%

Commission:
Initial 3%,
renewal 0.5%

Tel: 0207 203 3329

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