Scottish Widows HIFML European Focu
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 3,404,181.14 | Launch Date | 19/01/2009 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 1.00 |
| ISIN | GB00B3BLSH57 | Min Topup (£) | 500.00 |
The Fund aims to achieve capital growth in the long term by investing mainly in European companies excluding the UK with some flexibility to gain exposure to a minority holding of UK equities.
Alexander Darwall
Alexander Darwall joined Jupiter in 1995 and currently heads up the Jupiter European Team. He manages the Jupiter European Fund (Unit Trust), the Jupiter European Opportunities Trust (Investment Trust), the Jupiter European Growth SICAV and institutional assets. Alexander originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts including County Council pension funds (European portion). In 1999, he assumed management of the Jupiter European Investment Trust and subsequently the rollover vehicle, the Jupiter European Opportunities Trust (Investment Trust), which launched in November 2000. Alexander trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became Head of French Equity Research. He joined Goldman Sachs in London in 1992, where he worked as a French Equity Analyst prior to moving to Jupiter. Alexander gained a degree in History from Cambridge University.
| Name | Weight |
|---|---|
| Basic Materials | 13.06% |
| Consumer Goods | 7.95% |
| Consumer Services | 11.94% |
| Financials | 10.60% |
| Health Care | 29.76% |
| Industrials | 17.45% |
| Technology | 9.24% |
| Name | Weight |
|---|---|
| NOVO-NORDISK AS | 7.88% |
| SYNGENTA AG | 7.61% |
| RELX NV | 7.36% |
| GRENKELEASING AG | 6.56% |
| WIRE CARD AG | 5.36% |
| FRESENIUS MEDICAL CARE AG & CO | 5.08% |
| NOVOZYMES A/S | 4.87% |
| AMADEUS IT HLDG SA | 4.83% |
| DEUTSCHE BOERSE AG | 4.67% |
| RYANAIR HLDGS | 4.58% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.