Scottish Widows HIFML US Strategic
Latest (Mid) Price:
GBX 133.50
Day Change:
0.00%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.80 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 15,103,737.58 | Launch Date | 19/01/2009 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 1.80 |
| ISIN | GB00B3BLSN18 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 1.8000 (on 08/02/2016) |
Fund Objective
The Fund aims to achieve long-term capital growth by investing mainly in North American companies. The Fund can use derivatives to create a long or short exposure to such companies in order to further enhance returns.
Fund Managers
Thomas Digenan
Tom Digenan joined UBS Global Asset Management in 1993. Prior to joining the US equity team, Tom was president of mutual funds and the relationship funds organization. Based in Chicago, Tom participates in the analysis and development of US equity portfolios, and is responsible for communicating UBS's equity strategy to clients and investment consultants. Tom has been working in the investment industry since 1986. Prior to joining UBS, Tom was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Tom is a member of the CFA Institute, the CFA Society of Chicago and the American Institute of Certified Public Accountants
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Consumer Discretionary | 13.17% |
| Consumer Staples | 9.71% |
| Energy | 6.45% |
| Financials | 18.54% |
| Health Care | 14.53% |
| Industrials | 11.01% |
| Information Technology | 20.02% |
| Materials | 2.08% |
| Money Market | 2.33% |
| Others | 0.56% |
| Telecommunications Utilities | 1.61% |
Top 10 Holdings
| Name | Weight |
|---|---|
| PHILIP MORRIS INTERNACIONAL I | 4.21% |
| MONDELEZ INTL INC | 3.34% |
| PEPSICO INC | 3.03% |
| UNITEDHEALTH GROUP INC | 2.83% |
| JPMORGAN CHASE & CO | 2.76% |
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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