Scottish Widows Balanced Growth A

Name
Scottish Widows Balanced Growth Portfolio A Acc
Manager
Scottish Widows Unit Trust Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00B01ZDW68
Sector
LC00000145
Launched
20/08/2004
OCF
1.6 %
Risk Rating
4
3 Year Sharpe
0.95
Yield
1.3 %
Benchmark
N/A
The Fund aims to provide long term growth by mainly investing in regulated collective investment schemes which are currently and/or which have been managed or operated within the Lloyds Banking Group. The Fund will primarily invest in a balance of fixed interest and equity funds. The Fund will provide exposure to UK and overseas equities, sterling denominated fixed interest securities and overseas bonds. The Fund may also invest in other investments permitted by FCA Rules for this type of scheme that are consistent with the Fund’s objectives. Non-sterling investments may be hedged back to sterling.
Holding%
Scottish Widows Corporate Bd W14.10 %
Scottish Widows Global Growth X11.58 %
Scottish Widows UK AllShr Trkr X9.73 %
Halifax Intl Gr I9.49 %
Halifax UK FTSE AllSh Idx Track I8.00 %
Aberdeen Global High Yield Bond Z Acc6.85 %
Aberdeen Liqdty (Lux) UltrShrtDurStlgZ-25.67 %
Aberdeen Liqdty (Lux) Sterling Z-35.51 %
Scottish Widows Fdmtl Idx UK Eq X4.57 %
Scottish Widows FdmtlLowVolIdx UK Eq X4.42 %
Region%
United Kingdom48.18 %
United States25.94 %
Eurozone5.46 %
Asia - Emerging5.12 %
Sector%
Financial Services19.26 %
Technology11.46 %
Energy10.96 %
Consumer Cyclical10.39 %
Consumer Defensive10.28 %
Healthcare9.66 %
Basic materials9.12 %
Industrials8.98 %
Name
Scottish Widows Unit Trust Managers Ltd
Address
EH16 5WL, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Matthew Davies

Joined 07/01/2013

Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.
Mark Henzell

Joined 08/23/2004

UK

Data provided by Morningstar.

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