Fact sheet: Scot Wid Asia Pacf exJpn Eq

Fund information

Fund name
Scottish Widows Asia Pacific ex Japan Equity X
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OEIC
Fund manager(s)
Fund objective
-
Benchmark
MSCI Pacific ex Japan
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.4 %

1 Year rank in sector

54/60

Sector

UT Asia Pacific Excluding Japan

Yield

3.8

Fund size
-
FE Risk score

118

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.03 %2.33 %10.4 %42.69 %0 %
Sector5.35 %10.36 %16.62 %57.25 %77.15 %
Rank within sector58 / 6059 / 6054 / 6051 / 55 /
Quartile th4 th4 th4 th4 th th

Calendar performance

YTD-20172016201520142013
Fund12.5 %29.7 %-3.57 %6.17 %0 %
Sector22.7 %27.3 %-3.75 %9.21 %3.38 %
Rank within sector58 / 6023 / 5830 / 5642 / 52 /
Quartile th4 th2 nd3 rd4 th th

Risk statistics

Alpha-0.97
Beta1.77
Sharpe0.55
Volatility14.5
Tracking error10.98
Information ratio0.35
R-Squared0.52

Price movement

52 week high137
52 week low117.1
Current bid price0
Current offer price0
Current mid price135.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-