SCOTTISH WIDOWS UK GROWTH A - Fund overview
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Overview of
SCOTTISH WIDOWS UK GROWTH A
A core UK fund that aims to achieve long term capital growth across the full market capitalisation spectrum. This is one of the largest funds within the peer group. The size of the fund inhibits the managers ability to position himself to catch market trends sufficiently early and thus it is unlikely that performance will differ significantly from the index the FTSE all-share.
Standard Initial Charge
5.00% 0.00%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
November, 1994
|
| Size |
£1,383m
|
| Yield |
2.1%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
114.70p |
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
|
1.61%
|
|
Reduction in yield (10yr)
|
1.61%
|