Fact sheet: Scot Wid Mgd Gth 4

Fund information

Fund name
Scottish Widows Managed Growth 4 L Acc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OEIC
Fund manager(s)
Shanshan Zhang
since 02/12/2013
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
Balanced
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.18 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

2.3

Fund size

£ 41.7 m

FE Risk score

52

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Equities
    60.17%
  • Fixed Interest
    39.33%
  • Money Market
    0.5%
  • UK Equities
    52.76%
  • UK Fixed Interest
    34.24%
  • International Equities
    7.41%
  • Global Fixed Interest
    5.09%
  • Money Market
    0.5%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.17 %3.09 %8.18 %26.91 %0 %
Sector1.47 %2.8 %6.72 %26.81 %41.58 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund6.37 %12.76 %0.76 %0 %0 %
Sector6.08 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-0.46
Beta1
Sharpe0.53
Volatility6.27
Tracking error2.16
Information ratio-0.24
R-Squared0.88

Price movement

52 week high126.9
52 week low114.5
Current bid price0
Current offer price0
Current mid price126.9

Holdings by region

-

Holdings by sector

  • 60.17% Equities
  • 39.33% Fixed Interest
  • 0.5% Money Market

Holdings by asset type

  • 52.76% UK Equities
  • 34.24% UK Fixed Interest
  • 7.41% International Equities
  • 5.09% Global Fixed Interest
  • 0.5% Money Market

Individual holdings

  • 30% ABERDEEN UK ALL SHARE TRACKER B ACC
  • 25.93% SCOTTISH WIDOWS CORPORATE BOND W
  • 12.76% SCOTTISH WIDOWS UK ALL SHARE TRACKER X ACC
  • 10.01% ABERDEEN UK PROPERTY FEEDER UN ABERDEEN UK PTY FEEDER J INC
  • 8.31% SCOTTISH WIDOWS UK FIXED INTEREST TRACKER W
  • 7.41% SCOTTISH WIDOWS UNIT TRUST MANAGERS INTERNATIONAL EQTY X ACC
  • 5.09% ABERDEEN GLOBAL HIGH YIELD BON GBP