To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 

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 500.28m as at 31-Jul-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 1051.00

Change (Mid)

53.10 (5.32%)
27-Aug-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 984.80

Change (Mid)

49.40 (5.28%)
27-Aug-2015

Unit LaunchDate

30-Nov-1979

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -6.21 -8.13 -8.22 3.10 40.53 86.83
Sector -4.52 -8.47 -7.52 4.45 42.19 85.29

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 96.05
Money Market 3.76
Futures 0.19

Regional Breakdown

breakdown chart
  Region % of Fund
North America 95.99
UK 4.01

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 16.38
Technology 15.50
Consumer Services 15.01
Health Care 13.30
Consumer Goods 9.33
Industrials 8.04
Oil & Gas 7.68
Equities 4.37
Cash & Money Market 3.75
Basic Materials 2.60
Utilities 2.07
Telecommunications 1.78
Futures 0.19

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

 
 
 
 
 

Latest Fundswire  

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.