To continue using FE Trustnet please choose an edition:

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
 
 
Poll

Do you think UK interest rates will rise before the general election?

Yes
No

Vote

 

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

SWIP Quantitative Investment Team

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 482.64m as at 30-Sep-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 1007.00

Change (Mid)

22.50 (2.29%)
22-Oct-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 947.20

Change (Mid)

21.40 (2.31%)
22-Oct-2014

Unit LaunchDate

30-Nov-1979

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 6.59 3.10 6.88 10.05 56.10 88.16
Sector 5.86 3.06 6.93 8.83 53.48 78.90
 

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

Asset Allocation

breakdown chart
  Asset Class % of Fund
North America Equity 97.46
Money Market 2.54

Regional Breakdown

breakdown chart
  Region % of Fund
North America 97.58
UK 2.42

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 16.53
Technology 14.55
Consumer Services 13.35
Health Care 11.61
Oil & Gas 10.73
Industrials 10.26
Consumer Goods 9.06
North American Equities 5.70
Utilities 3.15
Basic Materials 3.12
Telecommunications 1.99
Money Market -0.05

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.

 
 
Sign up for email alerts
Stay upto date on the latest fund research from FE
 
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
 
 
 
Add your comment
 
Reload Change mode
 
Enter the words above:
Send comment
 
Be the first to comment on this Factsheet.