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Scottish Widows Global Growth

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Scottish Widows Global Growth G Acc
Select Performance Currency
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 MSCI World Index or the MSCI Emerging Markets Index (the “Indices”). The Fund seeks to deliver performance, before deduction of management fees, in excess of a blended return of the Indices, with a similar level of overall volatility, over the long term. Of the two Indices, the fund will invest almost exclusively in companies that are part of the MSCI World Index. The Fund may only take limited positions away from the Indices. 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-May-2013

    Manager biography not available

    Primary manager

  • How has this fund performed?

    Cumulative Performance chart

    Cumulative Performance as at 24/10/2016
        3m 6m 1yr 3yrs 5yrs
    Scottish Widows Global Growth G Acc +9.1 +19.5 +28.0 +38.6 n/a
    Equity - International +7.2 +17.2 +22.9 +33.8 +74.2

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

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

    Quartile Ranking

        1y 3y
    ? Position 229 / 765 309 / 639
    ? Quartile 2 2

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

    Other Rating

    Mstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 13.08 11.14
    ? Alpha -2.84 -0.69
    ? Beta 1.40 1.17
    ? Sharpe 2.03 0.65
    ? Info Ratio 1.22 0.25
    ? R2 0.96 0.93

    Risk Score

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

    This fund: 95
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 1.50%
    Annual 1.50%
    ? OCF 1.62%
    Minimum Investment?
    Initial £ 1,000
    Additional £ 100
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Scottish Widows Global Growth G Acc ACC GBX 170.20 25 Oct 2016 0.80 GS5L B7WCCL7 GB00B7WCCL77

    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 Sep 2016)

    Rank Asset %    
    1 North American Equities 56.47
    2 Europe ex UK Equities 15.42
    3 Japanese Equities 8.80
    4 Global Emerging Market Equities 8.13
    5 UK Equities 6.77
    6 Asia Pacific ex Japan Equities 4.40
  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: NO
    Trustee / Depositary: State Street Trustees Limited
    Registrar: Scottish Widows Unit Trust Managers Limited
    Multi-Manager: NO
    Dividend policy: Dec 01 (Final)
    Fund size: £865.3m / $1,056.0m (30-Sep-16)
    Unit Launch: 12-Nov-2012
    Fund Launch: 01-Nov-1994
    Savings plan: NO
    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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