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
OIC
Fund objective
-
Benchmark
MSCI Europe ex UK
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

40.16 %

1 Year rank in sector

18/98

Sector

UT Europe Excluding UK

Yield

2.5

Fund size

£ 1.5 b

FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.7 %17.02 %40.16 %38.45 %0 %
Sector2.65 %16.8 %36.76 %40.91 %118.83 %
Rank within sector43 / 10341 / 10018 / 9858 / 87 /
Quartile th2 nd2 nd1 st3 rd th

Calendar performance

YTD-20172016201520142013
Fund15.33 %18.71 %5.43 %0.36 %0 %
Sector15.19 %16.44 %9.09 %-0.66 %27.26 %
Rank within sector47 / 10135 / 9772 / 9036 / 86 /
Quartile th2 nd2 nd4 th2 nd th

Risk statistics

Alpha-3.97
Beta2.02
Sharpe0.55
Volatility13.36
Tracking error8.53
Information ratio0.35
R-Squared0.79

Price movement

52 week high160.4
52 week low112.4
Current bid price0
Current offer price0
Current mid price159.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-