Scottish Widows HIFML European Stra

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.80 Day Change GBX 0.00 (0.00%)
Price Date 26 May 2016 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.80 Fund Size 25,256,804.09
Launch Date 19/01/2009 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 1.80
ISIN GB00B3BLSL93 Min TopUp (£) 500.00

Fund Objective

The Fund aims to achieve long-term capital growth by investing mainly in European companies excluding the UK. The Fund can use derivatives to create a long or short exposure to such companies in order to further enhance returns.

Fund Managers

Quantitative Strategies Team
The fund is managed by OMAM's quantitative strategies team, including specialists in portfolio construction, research and systems development. The investment process is designed to exploit market inefficiencies and is based on a proprietary multi-factor return model. The process calculates a forecast'return for each stock and the resulting portfolio is optimised in terms of risk, cost and return.