Scottish Widows American Growth B

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.44%
  • 3 Year sharpe0.71
  • 3 Year alpha-1.89
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.24%
  • IA SectorNorth America
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031631590

Investment Strategy

The fund seeks to provide capital growth through investment in a broad portfolio of shares in North American companies with the emphasis on the USA. The benchmark index for the Fund is the S&P 500 Index (the “Index”). The Investment Adviser seeks to outperform the Index by 1.25%* per annum on a rolling 3 year basis, before deduction of fees. At least 80% of the Fund will be invested in a portfolio of companies which are part of the Index. This will involve investing in shares and may also include equity-linked securities being depositary receipts, warrants and preference shares.

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