Fact sheet: Scot Wid US Equity

Fund information

Fund name
Scottish Widows US Equity X
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OIC
Fund objective
-
Benchmark
S&P 500
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

37.48 %

1 Year rank in sector

32/83

Sector

UT North America

Yield

1.7

Fund size

£ 1.7 b

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.03 %5.77 %37.48 %76.19 %0 %
Sector4.81 %5.44 %36.55 %67.52 %129.91 %
Rank within sector32 / 9032 / 8732 / 8311 / 74 /
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Calendar performance

YTD-20172016201520142013
Fund5.71 %34.07 %5.98 %22.09 %0 %
Sector5.8 %31.22 %4.89 %17.78 %30.54 %
Rank within sector45 / 8725 / 8133 / 7911 / 72 /
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Risk statistics

Alpha6.62
Beta1.68
Sharpe1.36
Volatility12.19
Tracking error8.1
Information ratio1.43
R-Squared0.66

Price movement

52 week high213.9
52 week low152.5
Current bid price0
Current offer price0
Current mid price210.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-