Fact sheet: Scot Wid Mgd Gth 2

Fund information

Fund name
Scottish Widows Managed Growth 2 L Gr Acc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OIC
Fund manager
Jeff King
since 02/12/2013
Fund objective
The Fund aims to achieve a combination of income and capital growth by mainly investing in a portfolio of collective investment schemes.
Benchmark
-
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

12.58 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

2.4

Fund size

£ 15.8 m

FE Risk score

36

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Fixed Interest
    65.38%
  • Equities
    34.52%
  • Money Market
    0.11%
  • UK Fixed Interest
    53.89%
  • UK Equities
    32.16%
  • Global Fixed Interest
    11.49%
  • International Equities
    2.36%
  • Money Market
    0.11%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.54 %6.73 %12.58 %0 %0 %
Sector1.48 %6.88 %15.67 %23.58 %48.13 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund3.9 %11.46 %1.22 %0 %0 %
Sector4.35 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high125.3
52 week low111.6
Current bid price0
Current offer price0
Current mid price125.3

Holdings by region

-

Holdings by sector

  • 65.38% Fixed Interest
  • 34.52% Equities
  • 0.11% Money Market

Holdings by asset type

  • 53.89% UK Fixed Interest
  • 32.16% UK Equities
  • 11.49% Global Fixed Interest
  • 2.36% International Equities
  • 0.11% Money Market

Individual holdings

  • 30.25% SCOTTISH WIDOWS CORPORATE BOND W
  • 20.24% ABERDEEN UK ALL SHARE TRACKER B ACC
  • 16.75% SCOTTISH WIDOWS UK FIXED INTEREST TRACKER W
  • 11.92% ABERDEEN UK PROPERTY FEEDER J INC
  • 8.45% SCOTTISH WIDOWS OVERSEAS FIXED INTEREST TRACKER W
  • 6.89% ABERDEEN CORPORATE BOND Q INC
  • 3.03% ABERDEEN GLOBAL HIGH YIELD BOND Q INC
  • 2.36% SCOTTISH WIDOWS UNIT TRUST MANAGERS INTERNATIONAL EQTY X ACC