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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.79% |
| Worst 1Y Total Return | -30.25% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P000012Z7.L | Category Average | 0P000012Z7.L | Category Average | 0P000012Z7.L | Category Average | |
| Alpha | -2.7 | -0 | -1.56 | 0 | -1.53 | 0 |
| BETA | 1.01 | 0.01 | 1.02 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.86 | 0 | 1.08 | 0 | 0.54 | 0.01 |
| R-squared | 96.16 | 0.89 | 96.27 | 0.89 | 97.63 | 0.93 |
| Standard Deviation | 18.61 | 0.15 | 15.98 | 0.14 | 17.1 | 0.22 |
| Sharpe Ratio | 0.48 | 0 | 0.73 | 0 | 0.34 | 0 |
| Treynor Ratio | 7.64 | 0.03 | 10.98 | 0.05 | 4.46 | 0.04 |
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