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SCOTTISH WIDOWS GLOBAL SELECT GROWTH A - Fund overview

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Overview of SCOTTISH WIDOWS GLOBAL SELECT GROWTH A

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

Standard Initial Charge

5.00% 0.00%

Fund summary

Sector  Global
Product type  OEIC
Launched  February, 1986
Size  £208m
Yield 0.8%
Charging basis  –
Dividends paid  Acc units only.
Bid price 451.50p

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 1.63%
Reduction in yield (10yr) 1.63%

Bestinvest says


No information available.

Portfolio

scottish widows global select growth a asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 2%
scottish widows global select growth a equity geographic illustration
Allocation Proportion
UK 11%
Europe 19%
Nth America 53%
Japan 10%
Pacific 2%
Other Equity 5%
scottish widows global select growth a equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 27%
Small Caps 0%

Investment process


The fund aims to give long-term capital growth by investing in a select portfolio of mainly company shares in any geographical area, including the UK. The portfolio remains at least 50% invested in the US with Europe and UK the next largest areas of exposure.

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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