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Scot Wid American Growth

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 441.14m as at 28-Feb-2014

Downloads

Unit Name

Scot Wid American Growth B

Inc/Acc

Accumulating 

Citicode

AB03

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031631590 

Annual Charge

1.13%

Mid

GBX 935.10

Change (Mid)

4.60 (0.49%)
17-Apr-2014

Unit LaunchDate

30-Nov-1979

Unit Name

Scot Wid American Growth A

Inc/Acc

Accumulating 

Citicode

TS53

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031631715 

Annual Charge

1.50%

Mid

GBX 881.10

Change (Mid)

4.40 (0.50%)
17-Apr-2014

Unit LaunchDate

30-Nov-1979

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -1.34 -2.83 3.79 8.60 39.96 100.34
Sector -2.05 -3.54 1.97 8.90 33.80 91.07
Benchmark -2.05 -3.54 1.97 8.90 33.80 91.07
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 28.47 7.06 2.23 16.80 17.45
Sector 29.14 6.72 -0.81 17.03 17.85
Benchmark 29.14 6.72 -0.81 17.03 17.85

Asset Allocation

breakdown chart
  Asset Class % of Fund
North America Equity 100.04
Money Market -0.04

Regional Breakdown

breakdown chart
  Region % of Fund
North America 99.41
UK 0.59

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 17.40
Consumer Services 15.23
Technology 15.19
Industrials 11.57
Health Care 11.43
Oil & Gas 9.86
Consumer Goods 9.60
Basic Materials 2.77
Utilities 2.63
North America 2.21
Telecommunications 2.15
Cash -0.01
Money Market -0.03

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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