SWIP Pan-European Smaller Companies Fund

Fund objective

To provide investors with long-term capital growth through direct or indirect investment in a diversified portfolio of securities issued by companies quoted or operating primarily in Europe (including the UK) which, at the time of initial investment, are mainly small or medium sized companies and which are perceived to have particular expertise in their markets and above average growth potential.

You should note that the value of your investment can go down as well as up and investors may not get back the full amount invested.

The Fund may have holdings which are denominated in different currencies and may be affected by movements in exchange rates.  Consequently, the value of the investment may rise or fall in line with the exchange rates.

Further details of the specific risks relating to investment in a Fund can be found in the relevant Prospectus and the Simplified Prospectus or Key Investor Information Document (KIID).

Literature

Document
Download PDF
SWIP OEIC Full Prospectus
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SWIP OEIC Simplified Prospectus
Download PDF
SWIP Pan-European Smaller Companies Fund Factsheet
Download PDF

Fund price

Date
Share class
Price
Today’s change
% Change
21.05.2012
A (Acc)
296.50
-3.40
-1.13
21.05.2012
C (Acc)
311.90
-3.50
-1.11

Source: Financial Express. Net share class displayed unless otherwise stated.

Performance

TypeQ1 2011 - Q1 2012Q1 2010 - Q1 2011Q1 2009 - Q1 2010Q1 2008 - Q1 2009Q1 2007 - Q1 2008
Fund return-4.8718.0162.42-39.22-5.37
Median return-9.5518.4657.48-36.21-9.02
Quartile13232

Source: Lipper, mid-mid basis, net of fees. Past performance is not a guide to future performance.



Fund information

Source: SWIP

All data as at 31 March 2012 unless otherwise stated



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Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).