Scottish Friendly Managed Growth
Latest (Mid) Price:
GBX 313.80
Day Change:
+0.13%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.46 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 163,012,211.00 | Launch Date | 17/05/1999 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 1.46 |
| ISIN | GB0006929029 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.4600 (on 01/05/2012) |
Fund Objective
The aim of the Fund is to achieve medium to long term capital growth.
Fund Managers
Colin McLean
Colin was MD of FS Assurance Ltd and FS Investment Managers Ltd between 1974 and 1986. He left this position to be head of investments of Scottish Provident's £2.5 billion funds, one of the group's five senior executives. In 1988 he was invited by Sir John Templeton to be MD of Templeton’s European operations. In 1990 he co-founded SVM. Colin is a former Governor of CFA Institute and past vice-chairman of CFA UK. He is a regular contributor to the financial publications and guest on Bloomberg TV & Radio, CNBC, BBC TV and Radio. He is a frequent conference speaker on investment, hedge funds and behavioural finance.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
| Name | Weight |
|---|---|
| HUTCHISON CHINA MEDITECH | 4.00% |
| JPM JP MORGAN JAPANESE IT PLC | 4.00% |
| CHRYSALIS INVESTMENT LIMITED O | 3.00% |
| GERMANY(FEDERAL REPUBLIC OF) 0 | 3.00% |
| HM TREASURY UNITED KINGDOM DMO | 3.00% |
| MICROSOFT CORP | 3.00% |
| ORYX INTERNATIONAL GROWTH LTD | 3.00% |
| ASHTEAD GROUP | 2.00% |
| AVEVA GROUP | 2.00% |
| SYNTHOMER PLC | 2.00% |
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.
Fund data supplied by
