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
OEIC
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

3.6 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

2.4

Fund size

£ 19.6 m

FE Risk score

41

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Fixed Interest
    64.91%
  • Equities
    34.57%
  • Money Market
    0.52%
  • UK Fixed Interest
    53.62%
  • UK Equities
    32.02%
  • Global Fixed Interest
    11.29%
  • International Equities
    2.55%
  • Money Market
    0.52%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.51 %0.82 %3.6 %0 %0 %
Sector-1.14 %0.93 %7.45 %20.35 %39.4 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund2.57 %11.46 %1.22 %0 %0 %
Sector4.18 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high126.6
52 week low116.7
Current bid price0
Current offer price0
Current mid price123.7

Holdings by region

-

Holdings by sector

  • 64.91% Fixed Interest
  • 34.57% Equities
  • 0.52% Money Market

Holdings by asset type

  • 53.62% UK Fixed Interest
  • 32.02% UK Equities
  • 11.29% Global Fixed Interest
  • 2.55% International Equities
  • 0.52% Money Market

Individual holdings

  • 29.86% SCOTTISH WIDOWS CORPORATE BOND W
  • 19.83% ABERDEEN UK ALL SHARE TRACKER B ACC
  • 16.85% SCOTTISH WIDOWS UK FIXED INTEREST TRACKER W
  • 12.19% ABERDEEN UK PROPERTY FEEDER UN ABERDEEN UK PTY FEEDER J INC
  • 8.27% SCOTTISH WIDOWS OVERSEAS FIXED INTEREST TRACKER W
  • 6.91% ABERDEEN CORPORATE BOND FUND ABERDEEN CORP BOND Q INS INC
  • 3.02% ABERDEEN GLOBAL HIGH YIELD BON GBP
  • 2.55% SCOTTISH WIDOWS UNIT TRUST MANAGERS INTERNATIONAL EQTY X ACC