Scottish Widows Balanced Growth A

Fund

Fund Info

  • Yield History1.54%
  • 3 Year sharpe0.82
  • 3 Year alpha-1.6
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.59%
  • SectorUnclassified Sector
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB00B01ZDW68

Investment Strategy

he Fund aims to provide long term growth by mainly investing in regulated collective investment schemes which are currently and/or which have been managed or operated within the Lloyds Banking Group. The Fund will primarily invest in a balance of fixed interest and equity funds.

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