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Our capabilities

We manage emerging market equities worth $3.8 billion*.  Over the years, we have concentrated on building the team, implementing the process, and establishing a solid track record.

Underpinning our success is our exhaustive stock-specific research process. We believe the principal source of added value comes from our ability to add alpha from high-conviction stock selection within focused, best ideas portfolios. In essence, we look for opportunities where the current stock price does not truly reflect its longer-term growth prospects.

*Source: SWIP as of September 30, 2008

 

Please read - Important performance notes - click here

Average Annual Total Returns of Composite (for periods ending June 30, 2008)

3 months Ytd 1 year  3 years  5 years  Since
inception (2)
Composite Net Return
(including sales charges) (3)		 0.63% -13.38% 4.87% 25.51% 30.81% 19.21%
Composite Net Return
(excluding sales charges)		 4.38% -9.63% 8.62% 26.74% 31.55% 19.70%
Composite Gross Return 4.68% -9.09% 9.90% 28.48% 33.41% 21.45%
MSCI Emerging Markets Index -0.80% -11.64% 4.89% 27.52% 30.15% 21.16%
Sales Charges (Initial Fee) 3.75%


(1) A fund within the composite imposes a sales charge in connection with the sale its shares, but such sales charge is often waived for institutional investors.

(2) Inception is January 01, 2001

Returns expressed in US Dollar terms

(3) Calculated by taking the maximum initial charge for institutional share classes within the composite and allocating across each of the time periods shown and then removing from Composite Net Return (not giving effect to sales charges) in each case.

Source for table: composite performance was obtained from SWIP and the MSCI Emerging Markets Index was obtained from Rimes and the WM Company.


Performance data quoted represent past performance. Past performance is no guarantee of future results and investment returns and principal value of an account will fluctuate. Current performance may be higher or lower than the performance quoted.

 

Compliance

Important Compliance Information for US Institutional Investors

This section of the website should not be accessed by other US investors


Important Compliance Information for US Institutional Investors

This section of the website should not be accessed by other US investors

For purposes of this website the term "Institutional Investor" means:

(A) a bank, savings and loan association, insurance company, or registered investment company;

(B) an investment adviser registered either with the Securities and Exchange Commission under Section 203 of the Investment Advisers Act of 1940 or with a state securities commission (or any agency or office performing like functions);

(C) a governmental entity or subdivision thereof;

(D) an employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;

(E) a qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan;

(F) a member of the National Association of Securities Dealers or a registered associated person of such a member;

(G) any other entity (whether a natural person, corporation, partnership, trust, or otherwise) with total assets of at least $50 million; and

(H) a person acting solely on behalf of any such institutional investor.

For use by institutional investors only. The content of this site should not be accessed by retail or other non-institutional customers.

This site is operated and issued by Scottish Widows Investment Partnership Limited, Company No. 794936. Registered Office in the United Kingdom at 10 Fleet Place, London, EC4M 7RH. Tel: +44 131 655 8500. Scottish Widows Investment Partnership Limited is authorised and regulated in the UK by the Financial Services Authority and is entered on their register under number 193707 (http://www.fsa.gov.uk).

Scottish Widows Investment Partnership is an investment adviser registered with the US Securities and Exchange Commission (SEC)

Our process

Our process

Our team

Our team