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SCOTTISH MUTUAL NORTH AMERICAN - Fund overview

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Overview of SCOTTISH MUTUAL NORTH AMERICAN

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

Standard Initial Charge

5.25% –

Fund summary

Sector  North America
Product type  UNIT TRUST
Launched  April, 1985
Size  £26m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 765.72p
Bid price(acc) 884.41p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest –
Additional bid/offer spread 0.28%
Annual management charge 1.00%
Total expense ratio 1.05%
Reduction in yield (10yr) 1.08%

Bestinvest says


No information available.

Portfolio

scottish mutual north american asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
scottish mutual north american equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
scottish mutual north american equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

View all performance data for SCOTTISH MUTUAL NORTH AMERICAN

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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