Managed Growth Fund 4 L Net Acc

Ranked 148 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve a combination of income and capital growth by mainly investing in a portfolio of collective investment schemes to achieve broad exposure to diversified investments, including equities and fixed interest securities. Property exposure will also be achieved via exposure to collective investment schemes. The Fund will typically have a higher exposure to lower risk assets, such as fixed interest securities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.7% -4.3% 3.1% 1.4% -5.7%
2017 8.2% 2.9% 1.1% 0.7% 3.3%
2016 12.8% 0.8% 2.5% 7.6% 1.5%
2015 1.0% 4.1% -2.4% -3.4% 2.9%
2014 1.5% 0.6% 2.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Scottish Widows Emerging Markets X Acc 26.32%
Scottish Widows Corporate Bond W Acc 18.33%
Aberdeen UK Property Feeder Unit Trust J Inc 8.53%
Scottish Widows International Equity Tracker X Acc 8.01%
Scottish Widows Corporate Bond 1 W 7.89%
SCOH WIDO 6 6.36%
Aberdeen Global High Yield Bond Fund Q Inc 5.01%
Scottish Widows European Growth X Acc 4.90%
Scottish Widows Japan Growth X Acc 3.81%
Insight Global Absolute Return Inst W Acc 3.05%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/03/2014
  • Share Class size64Mn
  • Base currencyGBP
  • ISIN GB00BGJZLV53

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.15%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).