SCOTTISH WIDOWS AMERICAN SMALLER COS A - Fund overview

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Overview of SCOTTISH WIDOWS AMERICAN SMALLER COS A

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector	North American Smaller Cos
Product type	OEIC
Launched	November, 1983
Size	£23m
Yield	0.0%
Charging basis	Income
Dividends paid	Acc units only.
Bid price	1,096.00p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.64%
Reduction in yield (10yr)	1.64%

Bestinvest says

No information available.

Portfolio

scottish widows american smaller cos a asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	1%

scottish widows american smaller cos a equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	0%
	Nth America	100%
	Japan	0%
	Pacific	0%
	Other Equity	0%

scottish widows american smaller cos a equity capitalisation illustration

Allocation		Proportion

	Large Caps	14%
	Mid Caps	51%
	Small Caps	35%

View all performance data for SCOTTISH WIDOWS AMERICAN SMALLER COS A

Investment process

The fund aims to give long-term capital growth by investing in a range of shares and other investments of mainly North American smaller companies.

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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