Scottish Widows Global Select Growth X

The Fund seeks to give long-term capital growth by investing in a select portfolio of mainly company shares in any geographical area, including the UK.
The Fund will invest in a select portfolio of global securities which shall be predominantly equities and may include preference shares, American depository receipts, global and other equity backed depository receipts and warrants in any geographic area and any economic sector. The Fund will focus on a limited number of holdings (typically between 50 and 90).

Key stats

Management firm  Scottish Widows Unit Trust Managers Ltd
Domicile  United Kingdom
Global Branding Name  Scottish Widows
12 month yield  2.41%
Fund currency  GBP
Net Assets Date  2012-01-31
Net Assets  £199,377,866
Launch Date  2005-12-06
ISIN  GB0031741282
SEDOL  3174128
Manager 1 Name  Graham Wood
Fund Strategy  Global Large-Cap Blend Equity
IMA Sector  Global
Benchmark  MSCI World NR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  yes

Performance/Volatility

Return Date  2012-01-31
Return - 1 Month  3.37%
Return - 2 Months  8.35 %
Return - 3 Months  3.81%
Return - 6 Months  -2.79 %
Return - 9 months  -5.03 %
Return - 12 Months  -0.92%
Annualized return 24 months  6.63 %
Annualized return 36 months  9.61 %
Annualized return 48 months  2.95 %
Annualized return 60 months  2.51 %
Return 120 months  0.00 %
Annualized return since Inception  3.82%
Return YTD  3.37%

Ratings

Morning Star Rating Date   2012-01-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  7.00 %
Minimum Investment  £1,000,000
Maximum Managment Charge  2.50 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  PO Box 28015
Contact Address 2  15 Dalkeith Road
Contact city  Edinburgh
Contact country  United Kingdom
Fund Admin Group  Scottish Widows Unit Trust Managers Ltd
Web Address  www.scottishwidows.co.uk
Email contact  unittrust.enquiries@scottishwidows.co.uk
Custodian  State Street Trustees Limited
Phone  +44 (0)845 845 0066

Price

Last Price Date  2014-07-10
Pre-tax nav  7.84
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  £0.00
Price change (percentage)  0.04 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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