Scottish Widows Balanced Growth D Acc

Ranked 252 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide long term capital growth mainly through investment in collective investment schemes. The Fund aims to provide exposure to a combination of equities, property and bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 -4.5% -2.9% 3.9% 0.9% -6.1%
2017 7.9% 2.9% 1.0% 0.8% 3.0%
2016 10.9% -0.2% 2.0% 6.5% 2.3%
2015 2.0% 4.3% -2.0% -3.6% 3.5%
2014 6.1% 1.0% 2.7% 0.8% 1.5%
2013 9.4% 5.4% -2.3% 3.5% 2.7%
2012 8.6% 4.1% -2.6% 4.5% 2.5%
2011 -3.0% 1.1% -0.2% -6.9% 3.3%
2010 6.6% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Scottish Widows HIFML UK Property I 15.81%
Scottish Widows Fundamental Index E 10.32%
FTSE INDEX JUN9 9.74%
Scottish Widows Corporate Bond W Acc 9.50%
Scottish Widows GTAA 1 8.82%
Aberdeen Global High Yield Bond Fund Z Acc 6.15%
Halifax UK FTSE All-Share Index Tracker I 5.68%
SCOH WIDO 5 4.51%
Scottish Widows International Bond W Acc 4.14%
Newton Real Return X Acc 4.04%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/06/2010
  • Share Class size915Mn
  • Base currencyGBP
  • ISIN GB00B4R1S103

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).