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Scottish Widows American Growth

2 FE Trustnet

FE Crown Rating

Fund Objective

To give long-term capital growth by investing in a wide portfolio of mainly North American company shares.

Fund Manager

Quantitative Investment Team

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 501.12m as at 31-May-2015

Downloads

Unit Name

Scottish Widows American Growth B

Inc/Acc

Accumulating 

Citicode

AB03

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031631590 

Annual Charge

1.13%

Mid

GBX 1114.00

Change (Mid)

15.00 (1.36%)
02-Jul-2015

Unit LaunchDate

30-Nov-1979

Unit Name

Scottish Widows American Growth A Acc

Inc/Acc

Accumulating 

Citicode

TS53

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031631715 

Annual Charge

1.50%

Mid

GBX 1045.00

Change (Mid)

14.00 (1.36%)
02-Jul-2015

Unit LaunchDate

30-Nov-1979

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -1.81 -5.84 -1.81 13.30 52.47 91.92
Sector 0.54 -4.78 0.60 14.80 53.04 94.20

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 18.16 28.47 7.06 2.23 16.80
Sector 17.12 29.14 6.72 -0.81 17.03

Asset Allocation

breakdown chart
  Asset Class % of Fund
North America Equity 98.48
Money Market 1.46
Futures 0.06

Regional Breakdown

breakdown chart
  Region % of Fund
North America 98.49
UK 1.51

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 16.52
Technology 16.06
Consumer Services 14.76
Health Care 13.17
Consumer Goods 9.73
Industrials 9.27
Oil & Gas 7.90
North America Equity 4.12
Utilities 2.64
Telecommunications 2.17
Basic Materials 2.13
Cash 1.47
Futures 0.06

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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