Scottish Widows High Reserve A Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History4.02%
  • 3 Year sharpe-0.33
  • 3 Year alpha-7.42
  • Distribution Typeaccumulation
  • BenchmarkMarkit iBoxx GBP Collateralized&Corp TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.37%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupScottish Widows
  • DomicileUnited Kingdom
  • ISINGB0031643124

Investment Strategy

The fund seeks to provide a regular quarterly income whilst providing potential for capital growth through investment in the UK. At least 80% of the Fund will invest in a diversified portfolio of UK shares and fixed interest securities. It may also invest in shares and fixed interest securities in Europe. The portion in shares may include high yielding equities as well as convertible stocks, preference shares and warrants. The fixed interest portion will consist of investment grade bonds and may also include government bonds, high yield bonds, supranational bonds and asset backed securities such as securitised loans.

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