Scottish Widows Global Growth A

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.99%
  • 3 Year sharpe0.21
  • 3 Year alpha-3.67
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.47%
  • IA SectorGlobal
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031609786

Investment Strategy

The fund seeks to provide capital growth through investment in a broad portfolio, investing in shares of companies across the world, including the UK. The benchmark index for the Fund is the MSCI All Country World (MSCI ACWI) Index (the “Index”). The Fund seeks to outperform the Index by 1.25%* 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, such as depositary receipts, warrants and preference shares.

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