Scottish Widows European Select Growth A Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.40 |
| Total Expense Ratio | 1.63 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.40 |
| Total Expense Ratio | 1.63 |
Cumulative Performance
Discrete Performance
| Fund Size | 249,411,455.00 | Launch Date | 14/02/1986 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.63 |
| ISIN | GB0031610784 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.6300 (on 27/01/2021) |
To provide capital growth through investment in a select portfolio, typically 45 to 60 holdings, of Continental European shares. The benchmark index for the Fund is the MSCI Europe ex UK 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. The MSCI Europe ex UK Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the European equities market, excluding the UK. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:
Martin Skanberg
Martin Skanberg is a European Equity analyst, based in London Specializes in industrials. Joined Schroders in 2004. In 2002 joined American Express Asset Management as a senior investment analyst responsible for Industrials and Telecoms. In 1999 became Head of European Research at SEB Asset Management. In 1996 he became a senior investment analyst responsible for European industrials and basic materials. Investment career commenced in 1994 when he joined SEB Asset Management as an investment analyst for Nordic industrials and basic materials. Joined STORA a global paper and pulp manufacturer in 1992 as a manager within the Group Finance Department Masters in Financial Economics, Stockholm School of Economics.
| Name | Weight |
|---|---|
| Europe ex UK Equities | 97.00% |
| Global Emerging Market Equitie | 0.00% |
| Money Market | 0.00% |
| Property Shares | 1.00% |
| Name | Weight |
|---|---|
| Europe ex UK | 99.00% |
| Global Emerging Markets | 0.00% |
| UK | 0.00% |
| Name | Weight |
|---|---|
| Communications | 5.00% |
| Consumer Discretionary | 9.00% |
| Consumer Staples | 6.00% |
| Energy | 3.00% |
| Financials | 16.00% |
| Health Care | 17.00% |
| Industrials | 14.00% |
| Information Technology | 12.00% |
| Materials | 9.00% |
| Money Market | 0.00% |
| Real Estate | 4.00% |
| Utilities | 0.00% |
| Name | Weight |
|---|---|
| ASM INTERNATIONAL NV | 3.00% |
| BEIERSDORF AG | 3.00% |
| MERCK KGAA | 3.00% |
| NESTE OYJ | 3.00% |
| SAMPO OYJ | 3.00% |
| ALCON AG | 2.00% |
| BILLERUDKORSNAS AB | 2.00% |
| COMPAGNIE FINANCIERE RICHEMONT | 2.00% |
| DANONE | 2.00% |
| SVENSKA HANDELSBANKEN AB | 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.