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
OIC
Fund objective
-
Benchmark
MSCI Japan
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

35.89 %

1 Year rank in sector

12/44

Sector

UT Japan

Yield

2

Fund size

£ 711.0 m

FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.67 %6.04 %28.8 %60.34 %0 %
Sector3.22 %7.58 %33.33 %63.21 %107.37 %
Rank within sector11 / 4724 / 4512 / 4423 / 40 /
Quartile th1 st3 rd2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund7.43 %23.49 %14.55 %2.32 %0 %
Sector8.92 %23.99 %15.8 %0.78 %26.19 %
Rank within sector30 / 4522 / 4425 / 4113 / 39 /
Quartile th3 rd2 nd3 rd2 nd th

Risk statistics

Alpha4.36
Beta1.6
Sharpe1.11
Volatility12
Tracking error8.18
Information ratio1.05
R-Squared0.61

Price movement

52 week high182.2
52 week low141.6
Current bid price0
Current offer price0
Current mid price180.7

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-