Scottish Widows Balanced Growth A

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.73%
  • 3 Year sharpe0.17
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.60%
  • IA Sector-
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB00B01ZDW68

Investment Strategy

The Fund aims to provide capital growth by investing in regulated collective investment schemes which are currently and/or which have been managed or operated within the Lloyds Banking Group. These collective investment schemes will provide exposure to shares balanced with fixed interest securities and some exposure to cash.

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