SCOTTISH WIDOWS PACIFIC GROWTH B - Fund overview

No Bestinvest rating
Find rated asia pacific excluding japan funds

Overview of SCOTTISH WIDOWS PACIFIC GROWTH B

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

Standard Initial Charge

6.00% 3.00%

Fund summary

Sector	Asia Pacific Excluding Japan
Product type	OEIC
Launched	March, 1985
Size	£59m
Yield	2.0%
Charging basis	–
Dividends paid	Acc units only.
Bid price	756.40p

Fund Charges

Standard Initial charge	6.00%
Initial charge via Bestinvest	3.00%
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.45%
Reduction in yield (10yr)	1.75%

Bestinvest says

No information available.

Portfolio

scottish widows pacific growth b asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	2%

scottish widows pacific growth b equity geographic illustration

Allocation		Proportion

	UK	3%
	Europe	0%
	Nth America	2%
	Japan	0%
	Pacific	81%
	Other Equity	14%

scottish widows pacific growth b equity capitalisation illustration

Allocation		Proportion

	Large Caps	89%
	Mid Caps	9%
	Small Caps	2%

View all performance data for SCOTTISH WIDOWS PACIFIC GROWTH B

Investment process

The fund aims to give long-term capital growth by investing in the stockmarkets of Asia and Australasia, excluding Japan.

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

Research