LSE - Delayed Quote GBp
Scottish Widows Pacific Growth Fund B Acc (0P000012Z7.L)
1,645.00
-11.00
(-0.66%)
At close: July 23 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return | 46.79% |
| Worst 1Y Total Return | -30.25% |
| Best 3Y Total Return | 46.79% |
| Worst 3Y Total Return | -1.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000012Z7.L
Category
- YTD
- 3.13%
- 12.04%
- 1-Month
- -1.38%
- 3.14%
- 3-Month
- -1.61%
- 12.04%
- 1-Year
- 10.70%
- 16.33%
- 3-Year
- 6.06%
- 3.18%
- 5-Year
- 10.07%
- 4.68%
- 10-Year
- 6.31%
- 4.22%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000012Z7.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 3.39% | 3.64% | -- | -- |
| 2020 | -16.53% | 18.47% | 3.72% | 7.99% |
| 2019 | 8.30% | 3.33% | -2.31% | 3.15% |
| 2018 | -4.61% | 2.90% | -0.51% | -7.26% |
| 2017 | 12.13% | 0.86% | 2.33% | 7.06% |
| 2016 | 5.75% | 7.00% | 14.63% | 0.35% |
| 2015 | 8.56% | -7.10% | -13.67% | 6.34% |
| 2014 | -0.06% | 3.31% | 1.39% | 3.63% |
| 2013 | 7.95% | -8.69% | 1.17% | -0.82% |
| 2012 | 8.89% | -4.98% | 5.48% | 6.34% |
| 2011 | -2.12% | -0.28% | -18.71% | 4.42% |
| 2010 | 9.44% | -8.95% | 11.86% | 10.61% |
| 2009 | -1.68% | 12.32% | 25.85% | 5.61% |
| 2008 | -11.69% | -3.54% | -15.09% | -3.56% |
| 2007 | 5.90% | 9.28% | 12.90% | 0.06% |
| 2006 | 6.51% | -7.04% | 2.42% | 9.22% |
| 2005 | 3.43% | 7.48% | 12.39% | 7.33% |
| 2004 | 3.26% | -7.69% | 6.75% | 10.34% |
| 2003 | -0.11% | 10.59% | 12.10% | 4.07% |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 11 |
| 3-Month | 36 |
| 1-Year | 87 |
| 3-Year | 85 |
| 5-Year | 71 |
Load Adjusted Returns
| 1-Year | 11.61% |
| 3-Year | 4.72% |
| 5-Year | 9.95% |
| 10-Year | 5.93% |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Asia-Pacific ex-Japan Equity |
| Fund Family | Scottish Widows Unit Trust Managers Ltd |
| Net Assets | 30.02M |
| YTD Return | 3.13% |
| Yield | 1.15% |
| Morningstar Rating | |
| Inception Date | Nov 18, 2002 |
Fund Summary
The fund seeks to provide capital growth through investment in a broad portfolio of shares in Asian and Australasian companies, excluding Japan. The benchmark index for the Fund is the MSCI AC Asia Pacific ex Japan Index (the âIndexâ). The Investment Adviser seeks to outperform the Index by 1.25%* per annum on a rolling 3 year basis, before deduction of fees. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include equity-linked securities being depositary receipts.
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