Fact sheet: Scot Wid European ex UK Eq

Fund information

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

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

-

1 Year rank in sector

39/96

Sector

UT Europe Excluding UK

Yield

2.5

Fund size
-
FE Risk score

113

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.53 %15.37 %20 %61.65 %0 %
Sector2.83 %15.09 %19.26 %62.83 %96.67 %
Rank within sector12 / 10040 / 9839 / 9644 / 86 /
Quartile th1 st2 nd2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund18.87 %18.71 %5.43 %0.36 %0 %
Sector18.79 %16.44 %9.09 %-0.66 %27.26 %
Rank within sector51 / 9734 / 9369 / 8735 / 84 /
Quartile th3 rd2 nd4 th2 nd th

Risk statistics

Alpha-1.25
Beta2
Sharpe0.74
Volatility13.12
Tracking error8.21
Information ratio0.67
R-Squared0.81

Price movement

52 week high164.4
52 week low126
Current bid price0
Current offer price0
Current mid price164.4

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-