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Scottish Widows Latin American

Ranked 28 out of 40 in - Latin America over 12 months
All calculations are in GBP unless stated

Objective

To provide long term capital growth from a balanced portfolio of investments in the listed securities of companies based in Latin America or having a significant proportion of their business activities in one or more countries in Latin America. is intended that the purpose of the Fund be achieved by active investment management, to take advantage of changing economic conditions, of a portfolio of investments which may include shares, American depository receipts, Latin American bonds, global and other equity backed depository receipts, convertible securities and listed warrants, listed on any eligible securities market.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 17.8% 13.2% -5.3% 12.8% -2.6%
2016 64.7% 25.8% 17.2% 9.9% 1.6%
2015 -27.1% -5.2% -3.0% -21.4% 0.9%
2014 -9.3% -1.1% 4.8% -3.0% -9.7%
2013 -16.9% 5.5% -15.6% -2.7% -4.1%
2012 3.4% 9.8% -9.8% 0.2% 4.1%
2011 -20.4% -4.3% -1.4% -22.7% 9.2%
2010 19.2% 6.9% -8.1% 13.3% 6.9%
2009 85.3% 1.4% 23.2% 30.4% 13.9%
2008 -35.3% -3.2% 9.3% -22.9% -20.6%
2007 44.4% 5.9% 17.8% 9.0% 6.2%
2006 28.2% 16.8% -10.8% 3.8% 18.6%
2005 66.3% 3.3% 14.8% 29.6% 8.2%
2004 29.4% 3.7% -7.3% 17.8% 14.3%
2003 50.0% 2.6% 15.6% 14.7% 10.3%
2002 -27.6% 11.6% -24.4% -25.7% 15.5%
2001 -0.9% -0.6% 10.4% -28.7% 26.7%
2000 -3.0% 12.2% -1.8% -0.3% -11.8%
1999 56.6% 15.1% 20.2% -14.4% 32.2%
1998 -49.9% -3.9% -19.9% -41.8% 12.1%
1997 11.5% -11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/1997
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB0031904146

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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