Scottish Widows Global Sel Gr B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.38%
  • 3 Year sharpe0.56
  • 3 Year alpha1.28
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.55%
  • IA SectorGlobal
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031629297

Investment Strategy

The fund seeks to provide capital growth through investment in a select portfolio, typically 40 to 90 holdings, of global shares, including the UK. The benchmark index for the Fund is the MSCI ACWI Index (the “Index”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Index by 3% per annum on a rolling 3 year basis, before deduction of fees. At least 90% of the Fund will invest in a select portfolio of global shares which may include preference shares*, American depository receipts, global and other equity backed depository receipts and warrants in any geographic area and any economic sector.

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