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SCOTTISH WIDOWS EMERGING MARKETS - Fund overview

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Find rated global emerging markets funds


Overview of SCOTTISH WIDOWS EMERGING MARKETS

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Global Emerging Markets
Product type  OEIC
Launched  June, 1997
Size  £277m
Yield 1.1%
Charging basis  –
Dividends paid  Acc units only.
Bid price 128.40p

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 1.75%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

scottish widows emerging markets asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
scottish widows emerging markets equity geographic illustration
Allocation Proportion
UK 0%
Europe 4%
Nth America 0%
Japan 0%
Pacific 39%
Other Equity 57%
scottish widows emerging markets equity capitalisation illustration
Allocation Proportion
Large Caps 90%
Mid Caps 9%
Small Caps 1%

Investment process


The fund aims to give long-term capital growth by investing in, mainly, shares of companies operating in developing countries worldwide.

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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