Scottish Widows HIFML US Focus 2
Latest (Mid) Price:
GBX 122.60
Day Change:
0.00%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 5,567,644.10 | 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 | GB00B3BLSK86 | Min Topup (£) | 500.00 |
Fund Objective
The Fund aims to achieve long-term capital growth by investing mainly in North American companies.
Fund Managers
Tom Walker
Tom joined Martin Currie in 1996 to lead Martin Currie Pacific Basin team, moving to head the North America team in 1998. He now manages the Martin Currie Global Portfolio Trust and a number of segregated charity accounts. Tom came to Martin Currie after working in Hong Kong with Baring Asset Management, where he managed the Greater China Fund Inc. and Baring’s Hong Kong Fund. Before that, Tom spent six years with Edinburgh Fund Managers, initially covering the UK and other European markets, he went on to specialise in Asia (ex-Japan) and became head of that team in 1991.
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Consumer Discretionary | 7.70% |
| Consumer Staples | 7.73% |
| Energy | 6.62% |
| Financials | 12.69% |
| Health Care | 17.53% |
| Industrials | 15.08% |
| Information Technology | 23.21% |
| Money Market | 0.59% |
| Telecommunications Utilities | 3.75% |
| Utilities | 5.10% |
Top 10 Holdings
| Name | Weight |
|---|---|
| APPLE INC | 5.66% |
| ALPHABET INC | 5.15% |
| MICROSOFT CORP | 4.25% |
| CVS HEALTH CORP | 3.87% |
| PROCTER & GAMBLE CO | 3.86% |
| VERIZON COMMUNICATIONS INC | 3.75% |
| JPMORGAN CHASE & CO | 3.53% |
| COMCAST CORP(NEW) | 3.23% |
| UNITED PARCEL SERVICE INC | 3.17% |
| PFIZER INC | 2.99% |
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.
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