Scottish Widows HIFML European Special Sits 2 Acc

 (MUTF_GB:SCOT_WIDO_HIFM_1E60BL6)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.00%  
4 week   +0.00%  
3 month   +0.00%  
YTD   +0.20%
   
1 year   +0.29%
   
3 years*   +10.99%
   
5 years*   +3.98%
   
*annualized
Best 3 month return+29.52%  
Worst 3 month return-23.62%  

Morningstar statistics

Morningstar category: Europe ex-UK Large-Cap Equity
  Return Risk Rating
3 years Average Average
5 years Below Average Average
10 years     -     - -
Overall Below Average Average

Key statistics

Total assets36,623.00 
Front load4.00%  
Deferred load-  
Expense ratio-  
Management fee1.00%  
Fund familyScottish Widows Share Classes-HIFML 

Asset allocation

Cash100.00%  
Stocks0.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial�5,000  
Additional�500  
AIP Initial�5,000  
AIP Additional�250  
0.930.00(0.00%)
Oct 24, 4:00PM GMT+1 Overall Morningstar RatingTM

Description

The investment objective of the European Special Situations Fund is to achieve capital growth by active investment mainly in European companies with above average potential for growth. To concentrate the core of the portfolio on European equities with above average potential for capital growth. Advantage will be taken of opportunities offered by management change, recovery situations and market anomalies. The fund will invest mainly in transferable securities, but may also invest in collective investment schemes, Derivatives, cash, near cash and deposits. Derivatives may be used for investment as well as efficient portfolio management purposes. It is not intended that the use of Derivatives in this way will cause the Net Asset Value of the Fund to have high volatility or otherwise cause its existing risk profile to change.
Asset manager:
Richard Wiseman (Started: Jun 30, 2009)
Advisor Company:
Scottish Widows Investment Partnership Ltd.
15 Dalkeith Road, Edinburgh EH16 5WL

Risk

  1 year 3 years 5 years 10 years  
Alpha* 10.46 3.31 -0.19     -
Beta* -0.26 0.79 0.91     -
Mean annual return 0.62 1.45 0.70     -
R-squared* 32.78 54.32 76.65     -
Standard deviation 3.42 11.51 13.50     -
Sharpe ratio 2.12 1.48 0.58     -
* Against standard index