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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

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Transact(UK)
  • Nucleus Financial Group PLC
  • Amber

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 “Index”). 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.

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

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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