Scottish Widows Adventurous Growth D Acc

Ranked 229 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

This fund aims to provide long-term capital growth mainly through investment in collective investment schemes. The Fund aims to provide exposure primarily to equities (which may include UK, overseas and emerging markets). The Fund may also provide exposure to bonds (this may include UK Government bonds, index-linked securities, other UK fixed interest securities, overseas bonds and high yield bonds), property (which can be both in the UK and overseas) commodities and other alternative assets such as derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2018 - 31/05/2019
  • Rank 229/262 Total Return
  • Rank 197/262 Standard Deviation
  • Rank 209/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.4%
2018 -8.6% -4.9% 5.4% 1.2% -10.0%
2017 12.2% 4.8% 1.2% 1.5% 4.2%
2016 19.5% 0.8% 2.6% 10.6% 4.5%
2015 0.4% 6.2% -2.2% -9.0% 6.2%
2014 1.8% -0.2% 0.9% -0.2% 1.3%
2013 18.4% 10.3% -1.6% 4.4% 4.5%
2012 12.4% 7.9% -5.7% 6.7% 3.6%
2011 -9.7% 0.0% -0.8% -12.9% 4.5%
2010 9.4% 9.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Scottish Widows Emerging Markets X Acc 18.14%
Halifax UK Growth I 17.49%
Scottish Widows Japan Equity Fund 15.03%
Scottish Widows UK Smaller Companies X Acc 8.33%
Halifax European I 6.61%
Halifax North American I 6.11%
SCOH WIDO 5 4.71%
Scottish Widows US Equity Fund 4.26%
Fundamental Low Volatility Index UK Equity X Acc 4.18%
Halifax Japanese I 2.98%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/06/2010
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B4P6C488

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment2.00%

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