Scottish Widows Emerging Markets

Ranked 141 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by investing primarily in shares of companies based in developing countries, or having a significant proportion of their business activities in such countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -10.0% -2.2% -2.3% 0.8% -6.5%
2017 23.7% 10.2% 1.4% 3.6% 6.9%
2016 35.5% 9.6% 8.2% 13.3% 0.8%
2015 -11.7% 6.5% -5.6% -14.7% 3.1%
2014 1.9% -3.1% 5.5% 0.5% -0.8%
2013 -6.2% 3.7% -9.4% 0.8% -0.9%
2012 11.5% 8.4% -7.2% 5.5% 5.0%
2011 -19.0% -2.3% -2.0% -18.8% 4.1%
2010 19.4% 8.4% -8.9% 9.8% 10.2%
2009 57.6% 1.6% 17.3% 23.6% 7.0%
2008 -39.8% -12.9% 3.2% -23.8% -12.1%
2007 32.5% 2.1% 8.6% 12.7% 6.1%
2006 8.0% 7.7% -12.5% 2.9% 11.3%
2005 44.6% 2.9% 8.7% 20.4% 7.4%
2004 18.2% 6.6% -6.7% 8.8% 9.3%
2003 35.6% -5.0% 15.8% 12.9% 9.2%
2002 -15.1% 11.9% -13.7% -16.4% 5.3%
2001 -3.7% -1.2% 5.3% -27.3% 27.3%
2000 -28.9% 4.0% -7.7% -10.1% -17.6%
1999 59.0% 10.0% 22.7% -9.8% 30.7%
1998 -40.9% 3.8% -23.3% -33.3% 11.4%
1997 -6.6% -13.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 4.61%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.14%
Alibaba Group Holding Ltd DR 4.04%
Samsung Electronics Co Ltd ORD 3.72%
Naspers Ltd ORD 1.73%
iShares MSCI Emerging Markets UCITS ETF (Dist) 1.48%
NK Lukoil PAO DR 1.42%
China Construction Bank Corp ORD 1.38%
Ping An Insurance Group Co of China Ltd ORD 1.37%
Infosys Ltd DR 1.08%
31/03/2019

Registered For Sale In

  1. Finland
  2. United Kingdom

Fund Info

  • Launch date02/06/1997
  • Share Class size1,263Mn
  • Base currencyGBP
  • ISIN GB0031904252

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).