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Scot Wid Adventurous Solution

FE Crown Rating

Fund Objective

To give long-term capital growth by investing mainly in funds such as collective investment schemes. The fund will provide exposure primarily to equities (including UK, overseas and emerging markets equities). The fund will also provide exposure to fixed interest securities (including UK fixed interest securities and overseas high yield bonds), property and commodities.

Fund Manager

Jeff King

Fund Manager

Domicile

United Kingdom

Sector

Equity - International

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 38.60m as at 31-Mar-2013

Unit Name

Scot Wid Adventurous Solution G Acc

Inc/Acc

Accumulating 

Citicode

GS5C

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B8DHBG64 

Annual Charge

n/a

Mid

GBX 118.20

Change (Mid)

0.00 (0.00%)
20-May-2013

Unit LaunchDate

12-Nov-2012

Unit Name

Scot Wid Adventurous Solution A Acc

Inc/Acc

Accumulating 

Citicode

TP29

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB00B0GYR483 

Annual Charge

1.65%

Mid

GBX 150.40

Change (Mid)

-0.10 (-0.07%)
20-May-2013

Unit LaunchDate

24-Oct-2005

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 13.93 6.66 18.97 26.58 32.13 27.22
Sector 17.73 7.51 22.43 27.33 27.00 15.57
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 12.71 -7.28 15.86 27.47 -29.56
Sector 8.72 -8.28 14.82 20.14 -30.43

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 52.30
International Equities 32.80
Property 6.00
Fixed Interest 6.00
Others 1.90
Money Market 1.00

Regional Breakdown

breakdown chart
  Region % of Fund
UK 52.30
International 32.80
Bonds & Property 12.00
Others 1.90
Money Market 1.00

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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