Scottish Widows Global Select Growth Fund (0P00002A1U.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Scottish Widows Global Select Growth Fund
15 Dalkeith Road
PO Box 28015
+44 8458450066
Management information
,Lead manager since 31 May 2012
Mark Phillips, CFA, Research Associate, joined the firm in July 2015. As part of the investment team, he is responsible for fundamental stock research and reports, idea generation, backtesting programs, and other portfolio management support. He also liaises closely with advisors on strategies and portfolio holdings. Mr. Phillips started in the financial services industry in 2012 as an investment analyst at Janney Montgomery Scott’s wealth management division in Philadelphia. Prior to that he was a staff accountant at Danaher (Motion Division) in Radford, Va. Mr. Phillips earned a BS in Finance and a BA in Economics from Grove City College, Grove City, Penn. He holds Series 7 and 66 licenses.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyScottish Widows Unit Trust Managers Ltd
Net assets95.82M
YTD return8.55%
Yield1.43%
Morningstar rating★★★★★
Inception date6 Dec 2005
Fund operations
Last dividend0.31
Last cap gainN/A
Holdings turnover173.98%
Average for categoryN/A
Fees and expenses
Expense0P00002A1U.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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