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
OEIC
Fund manager(s)
Fund objective
-
Benchmark
S&P 500
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

13.73 %

1 Year rank in sector

26/83

Sector

UT North America

Yield

1.7

Fund size
-
FE Risk score

109

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund5.28 %8.08 %13.73 %75.26 %0 %
Sector5.02 %7.16 %12.59 %68.53 %120.19 %
Rank within sector30 / 8727 / 8526 / 8318 / 76 /
Quartile th2 nd2 nd2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund7.97 %34.07 %5.98 %22.09 %0 %
Sector7.53 %31.22 %4.89 %17.78 %30.54 %
Rank within sector37 / 8425 / 8033 / 7811 / 71 /
Quartile th2 nd2 nd2 nd1 st th

Risk statistics

Alpha4.51
Beta1.72
Sharpe1.13
Volatility12.35
Tracking error8.15
Information ratio1.16
R-Squared0.67

Price movement

52 week high215.5
52 week low181.8
Current bid price0
Current offer price0
Current mid price215.4

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-