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Scottish Widows American Growth

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Scottish Widows American Growth A Acc
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Pound Sterling
  • What is the Fund’s objective?

    To achieve long term capital growth by investing predominantly in a portfolio of companies which are part of the S&P 500 Index (the “Index”). The Fund seeks to deliver performance, before deduction of management fees, in excess of the Index with a similar level of overall volatility, over the long term. The Fund may only take limited positions away from the Index. This means there are limitations on the extent to which the Fund’s investment in various sectors† may differ to the Index. These limited positions can be more than is held in the Index (overweight) or less than is held in the Index (underweight). † A sector is a business area, industry or economy which shares the same characteristics. Company shares are typically grouped into different sectors depending on the company’s business, for example travel and leisure or telecommunications.

    How does FE rate this fund?

    • No FE Alpha managers
    • Not included in the AFI

    Who manages this fund?

    Quantitative Investment Team Since 01-Oct-2012

    Manager biography not available

    Primary manager

  • How has this fund performed?

    Cumulative Performance chart

    Cumulative Performance as at 17/08/2017
        3m 6m 1yr 3yrs 5yrs
    Scottish Widows American Growth A Acc +3.3 +1.4 +15.1 +62.0 +110.5
    Equity - North America +5.2 +1.5 +15.9 +59.3 +107.7

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    How does this fund compare against other funds in Equity - North America?

    Quartile Ranking

        1y 3y
    ? Position 35 / 69 39 / 63
    ? Quartile 2 3

    Ranking is for the main unit within the sector View other funds in this sector

    Other Rating

    Morningstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 8.04 12.26
    ? Alpha -2.11 -0.79
    ? Beta 1.11 1.08
    ? Sharpe 1.46 1.10
    ? Info Ratio -0.27 0.20
    ? R2 0.96 0.97

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 103
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 5.00%
    Annual 1.50%
    ? OCF 1.61%
    ? Performance Fee NONE
    Minimum Investment?
    Initial £ 1,000
    Additional £ 100
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Scottish Widows American Growth A Acc ACC GBX 1481.00 18 Aug 2017 0.80 TS53 3163171 GB0031631715

    Change the share class at the top of the page to see details of other share classes for this fund.

  • What does this fund invest in?

    Asset Class Breakdown (30 Jun 2017)

    Rank Asset %    
    1 North America Equity 98.34
    2 Futures 1.24
    3 Money Market 0.41
    4 Property Equity 0.01
  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: YES help with ISA
    Trustee / Depositary: State Street Trustees Limited
    Registrar: Scottish Widows Investment Partnership
    Multi-Manager: NO
    Dividend policy: Dec 01 (Final)
    Fund size: £625.3m / $807.0m (31-Jul-17)
    Unit Launch: 30-Nov-1979
    Fund Launch: 30-Nov-1979
    Savings plan: Minimum: £ 50.0 Monthly
    Pricing times: 08:00 Daily
    Dealing times: Mon-Fri 09:00 to 17:00
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    15 Dalkeith Road, Edinburgh, EH16 5BU

    0131 655 6000 (Enquiries)
    0131 662 4053 (Fax Number)
    0845 300 2244 (Main Number)

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net 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.

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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.

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