020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Thames River... funds

SCOTTISH WIDOWS AMERICAN GROWTH B - Fund overview

No Bestinvest rating
Find rated north america funds


Overview of SCOTTISH WIDOWS AMERICAN GROWTH B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS AMERICAN GROWTH B does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  North America
Product type  OEIC
Launched  November, 1979
Size  £74m
Yield 0.5%
Charging basis  –
Dividends paid  Acc units only.
Bid price 693.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.13%
Total expense ratio 1.26%
Reduction in yield (10yr) 1.26%

Bestinvest says


No information available.

Portfolio

scottish widows american growth b asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
scottish widows american growth b equity geographic illustration
Allocation Proportion
UK 0%
Europe 1%
Nth America 99%
Japan 0%
Pacific 0%
Other Equity 0%
scottish widows american growth b equity capitalisation illustration
Allocation Proportion
Large Caps 87%
Mid Caps 10%
Small Caps 3%

Investment process


The fund's objective is to give long-term capital growth by investing in a wide portfolio of mainly North American company shares.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1