Fact sheet: Scot Wid Mgd Gth 6

Fund information

Fund name
Scottish Widows Managed Growth 6 L Acc
Fund company manager
Scottish Wid UT Mgr Limited
Fund type
OIC
Fund manager
Shanshan Zhang
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
Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

20.97 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

2.3

Fund size

£ 26.4 m

FE Risk score

69

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Equities
    82.34%
  • Fixed Interest
    16.74%
  • Money Market
    0.92%
  • UK Equities
    64.48%
  • International Equities
    17.86%
  • UK Fixed Interest
    11.1%
  • Global Fixed Interest
    5.64%
  • Money Market
    0.92%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.16 %6.97 %20.11 %26.35 %0 %
Sector1 %5.69 %15.71 %23.55 %46.73 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund6.17 %15.71 %1.16 %0 %0 %
Sector5.09 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-1.67
Beta1.3
Sharpe0.58
Volatility7.92
Tracking error2.75
Information ratio0.16
R-Squared0.93

Price movement

52 week high130.1
52 week low105.1
Current bid price0
Current offer price0
Current mid price129

Holdings by region

-

Holdings by sector

  • 82.34% Equities
  • 16.74% Fixed Interest
  • 0.92% Money Market

Holdings by asset type

  • 64.48% UK Equities
  • 17.86% International Equities
  • 11.1% UK Fixed Interest
  • 5.64% Global Fixed Interest
  • 0.92% Money Market

Individual holdings

  • 29.9% ABERDEEN UK ALL SHARE TRACKER B ACC
  • 26.77% SCOTTISH WIDOWS UK ALL SHARE TRACKER X ACC
  • 17.86% SCOTTISH WIDOWS UNIT TRUST MANAGERS INTERNATIONAL EQTY X ACC
  • 11.1% SCOTTISH WIDOWS CORPORATE BOND W
  • 7.81% ABERDEEN UK PROPERTY FEEDER J INC
  • 5.64% ABERDEEN GLOBAL HIGH YIELD BOND Q INC