Scottish Widows Balanced Growth P Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.06%
  • 3 Year sharpe0.39
  • 3 Year alpha-3.64
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA SectorUnclassified Sector
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB00BD497T18

Investment Strategy

The Fund aims to provide capital growth by investing in regulated collective investment schemes. These collective investment schemes will provide exposure to shares together with exposure to a mix of asset classes (including fixed interest securities, property and cash) and absolute return strategies.Between 30% and 70% of the Fund will provide exposure to shares. This can include funds which may consist of UK, overseas and emerging markets shares.

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