Scottish Widows European Select Growth Fund A Acc

Performance History31/01/2020
Growth of 1,000 (GBP) Advanced Graph
Scottish Widows European Select Growth Fund A Acc
Fund17.917.4-5.025.5-0.6
+/-Cat1.60.46.86.31.0
+/-B’mrk-0.71.54.95.61.0
 
Key Stats
NAV
20/02/2020
 GBX 3086.00
Day Change 1.75%
Morningstar Category™ Europe ex-UK Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0031610784
Fund Size (Mil)
31/01/2020
 GBP 241.28
Share Class Size (Mil)
19/02/2020
 GBP 236.45
Max Initial Charge 7.00%
Ongoing Charge
24/01/2020
  1.63%
Investment Objective: Scottish Widows European Select Growth Fund A Acc
The fund seeks to provide long term capital growth through investment in a select portfolio of primarily Continental European equities.
Returns
Trailing Returns (GBP)20/02/2020
YTD3.45
3 Years Annualised11.89
5 Years Annualised10.90
10 Years Annualised8.59
12 Month Yield 0.00
Management
Manager Name
Start Date
Catie Wearmouth
31/03/2013
Inception Date
14/02/1986
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Eur Ex UK TR GBPMSCI Europe Ex UK NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Scottish Widows European Select Growth Fund A Acc31/01/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.530.0098.53
Bond0.000.000.00
Property0.000.000.00
Cash8.637.161.47
Other0.000.000.00
Top 5 Regions%
Eurozone74.20
Europe - ex Euro22.98
Asia - Developed1.45
United Kingdom1.37
United States0.00
Top 5 Sectors%
Healthcare17.94
Industrials15.47
Financial Services13.82
Technology12.43
Consumer Cyclical9.56
Top 5 HoldingsSector%
Deutsche Wohnen SEReal EstateReal Estate3.64
CarrefourConsumer DefensiveConsumer Defensive3.24
SAP SETechnologyTechnology3.20
Neste CorpEnergyEnergy3.16
RWE AGUtilitiesUtilities3.11
Scottish Widows European Select Growth Fund A Acc

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