Scottish Widows Latin Amer A Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.42%
  • 3 Year sharpe-0.14
  • 3 Year alpha3.47
  • Distribution Typeaccumulation
  • BenchmarkMSCI EM Latin America NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.97%
  • IA SectorSpecialist
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031904146

Investment Strategy

The fund seeks to provide capital growth through investment in shares of companies in Latin America. The benchmark index for the Fund is the MSCI Emerging Markets Latin America 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 80% of the Fund will be invested in Latin American shares. This may include shares of companies which are based in Latin American countries or have a significant proportion of their business activities in one or more of those countries.

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