Fact sheet: Scot Wid Japan Equity

Fund information

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

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.38 %

1 Year rank in sector

25/44

Sector

UT Japan

Yield

2

Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.66 %9.93 %14.38 %59.61 %0 %
Sector2.74 %12.28 %17.01 %67.63 %121.99 %
Rank within sector36 / 4637 / 4625 / 4431 / 40 /
Quartile th4 th4 th3 rd4 th th

Calendar performance

YTD-20172016201520142013
Fund12.54 %23.49 %14.55 %2.32 %0 %
Sector16.05 %23.99 %15.8 %0.78 %26.19 %
Rank within sector32 / 4421 / 4324 / 4013 / 38 /
Quartile th3 rd2 nd3 rd2 nd th

Risk statistics

Alpha2.89
Beta1.73
Sharpe1.09
Volatility12.46
Tracking error8.2
Information ratio1.01
R-Squared0.68

Price movement

52 week high194.4
52 week low161.6
Current bid price0
Current offer price0
Current mid price189.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-