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
OEIC
Fund manager(s)
Jeff King
since 02/12/2013
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.74 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

2.3

Fund size

£ 31.7 m

FE Risk score

68

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Equities
    82.71%
  • Fixed Interest
    16.9%
  • Money Market
    0.38%
  • UK Equities
    64.86%
  • International Equities
    17.85%
  • UK Fixed Interest
    10.83%
  • Global Fixed Interest
    6.07%
  • Money Market
    0.38%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.13 %6.19 %10.74 %35.12 %0 %
Sector1.79 %3.63 %6.81 %26.99 %41.22 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund8.64 %15.71 %1.16 %0 %0 %
Sector6.24 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-1.2
Beta1.28
Sharpe0.59
Volatility7.86
Tracking error2.75
Information ratio0.25
R-Squared0.92

Price movement

52 week high132.1
52 week low115.9
Current bid price0
Current offer price0
Current mid price132

Holdings by region

-

Holdings by sector

  • 82.71% Equities
  • 16.9% Fixed Interest
  • 0.38% Money Market

Holdings by asset type

  • 64.86% UK Equities
  • 17.85% International Equities
  • 10.83% UK Fixed Interest
  • 6.07% Global Fixed Interest
  • 0.38% Money Market

Individual holdings

  • 29.84% ABERDEEN UK ALL SHARE TRACKER B ACC
  • 26.95% SCOTTISH WIDOWS UK ALL SHARE TRACKER X ACC
  • 17.85% SCOTTISH WIDOWS UNIT TRUST MANAGERS INTERNATIONAL EQTY X ACC
  • 10.83% SCOTTISH WIDOWS CORPORATE BOND W
  • 8.07% ABERDEEN UK PROPERTY FEEDER UN ABERDEEN UK PTY FEEDER J INC
  • 6.07% ABERDEEN GLOBAL HIGH YIELD BON GBP