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SCOTTISH WIDOWS GLOBAL GROWTH B - Fund overview

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Overview of SCOTTISH WIDOWS GLOBAL GROWTH B

The objective of this fund is to provide long term capital growth through investment in a broad portfolio of primary equities worldwide, including the UK.

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  November, 1994
Size  £531m
Yield 1.0%
Charging basis  –
Dividends paid  Acc units only.
Bid price 81.87p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.37%
Reduction in yield (10yr) 1.37%

Bestinvest says


No information available.

Portfolio

scottish widows global growth b asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 3%
scottish widows global growth b equity geographic illustration
Allocation Proportion
UK 10%
Europe 19%
Nth America 48%
Japan 10%
Pacific 8%
Other Equity 5%
scottish widows global growth b equity capitalisation illustration
Allocation Proportion
Large Caps 88%
Mid Caps 12%
Small Caps 0%

Investment process


No information available.

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.

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