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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. Investors should aim to hold their investment in this fund for the medium to long term (at least five to ten years). Any Income received by the fund is retained in the fund and has the effect of increasing the share price.

Fund Manager

Quantitative Investment Group

Fund Manager

Domicile

United Kingdom

Sector

Equity - North America

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 441.30m as at 31-Mar-2013

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 887.30

Change (Mid)

7.00 (0.80%)
19-Jun-2013

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 838.60

Change (Mid)

6.50 (0.78%)
19-Jun-2013

Unit LaunchDate

30-Nov-1979

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 20.30 0.71 18.10 21.94 42.63 65.63
Sector 19.67 1.19 17.87 21.91 37.28 36.79
Benchmark 19.67 1.19 17.87 21.91 37.28 36.79
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 7.06 2.23 16.80 17.45 -14.16
Sector 6.72 -0.81 17.03 17.85 -26.85
Benchmark 6.72 -0.81 17.03 17.85 -26.85

Asset Allocation

breakdown chart
  Asset Class % of Fund
US Equities 98.70
Futures 1.20
Money Market 0.10

Regional Breakdown

breakdown chart
  Region % of Fund
USA 99.90
Money Market 0.10

Sector Breakdown

breakdown chart
  Sector % of Fund
Information Technology 18.80
Financials 16.20
Health Care 12.10
Consumer Discretionary 11.10
Consumer Staples 10.70
Energy 10.30
Industrials 10.20
Others 4.00
Utilities 3.40
Materials 3.20

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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