Scottish Widows European Select Growth Fund A AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.1 | 13.6 | -8.8 | 7.0 | 2.0 | |
+/-Cat | -2.3 | -1.8 | -0.1 | -6.5 | -0.9 | |
+/-B’mrk | -0.8 | -3.6 | -1.4 | -7.9 | -1.3 | |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 27/03/2024 | GBX 3741.00 | |
Day Change | 0.43% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB0031610784 | |
Fund Size (Mil) 29/02/2024 | GBP 236.63 | |
Share Class Size (Mil) 27/03/2024 | GBP 243.24 | |
Max Initial Charge | 7.00% | |
Ongoing Charge 14/02/2024 | 1.10% |
Investment Objective: Scottish Widows European Select Growth Fund A Acc |
To provide capital growth through investment in a select portfolio, typically 45 to 60 holdings, of Continental European shares. At least 80% of the Fund will invest in a select portfolio of Continental European shares. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Catie Wearmouth 31/03/2013 | ||
Inception Date 14/02/1986 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Ex UK NR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Scottish Widows European Select Growth Fund A Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
ASML Holding NV | Technology | 7.34 |
Roche Holding AG | Healthcare | 4.62 |
Saab AB Class B | Industrials | 4.25 |
Airbus SE | Industrials | 3.87 |
Compagnie Financiere Richemont S... | Consumer Cyclical | 3.61 |
Increase Decrease New since last portfolio | ||
Scottish Widows European Select Growth Fund A Acc |