Scottish Widows European Gr A

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.46%
  • 3 Year sharpe0.24
  • 3 Year alpha-1.33
  • Distribution Typeaccumulation
  • BenchmarkMSCI Europe Ex UK NR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.48%
  • IA SectorEurope Excluding UK
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031610909

Investment Strategy

The fund seeks to provide capital growth through investment in a broad portfolio of shares in Continental European companies. The benchmark index for the Fund is the MSCI Europe ex UK 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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