SCOTTISH WIDOWS LATIN AMERICAN B - Fund overview

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Overview of SCOTTISH WIDOWS LATIN AMERICAN B

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector	Specialist
Product type	OEIC
Launched	June, 1997
Size	£53m
Yield	1.8%
Charging basis	–
Dividends paid	Acc units only.
Bid price	331.80p

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	1.51%
Reduction in yield (10yr)	1.51%

Bestinvest says

No information available.

Portfolio

scottish widows latin american b asset allocation illustration

Allocation		Proportion

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

scottish widows latin american b equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	4%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	96%

scottish widows latin american b equity capitalisation illustration

Allocation		Proportion

	Large Caps	74%
	Mid Caps	15%
	Small Caps	11%

View all performance data for SCOTTISH WIDOWS LATIN AMERICAN B

Investment process

To give long-term capital growth by investing in, mainly, shares of companies operating in Latin American countries.

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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