Scottish Widows Balanced Growth Portfolio A Acc

Ranked 209 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by investing principally in a balance of equity funds and fixed interest security funds (including a small proportion in index-linked securities), within the Lloyds Banking Group.

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% -3.9% 4.2% 0.9% -6.6%
2017 6.8% 2.5% 0.6% 0.7% 2.9%
2016 14.8% 0.9% 3.2% 8.1% 2.1%
2015 -1.0% 4.0% -3.2% -4.6% 3.1%
2014 4.4% -0.1% 1.9% 0.5% 2.1%
2013 9.2% 5.9% -1.6% 2.8% 2.1%
2012 8.4% 3.7% -2.0% 4.4% 2.2%
2011 -0.3% 1.4% 0.6% -6.5% 4.6%
2010 9.2% 4.5% -5.6% 7.3% 3.2%
2009 19.3% -7.0% 10.4% 14.1% 1.9%
2008 -16.4% -5.2% -1.3% -6.2% -4.7%
2007 0.7% 0.1% 0.4% -1.1% 1.4%
2006 7.4% 3.6% -3.1% 3.5% 3.3%
2005 13.5% 1.0% 3.4% 4.7% 3.7%
2004 4.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Scottish Widows Corporate Bond W Acc 16.20%
Scottish Widows Global Growth X Acc 11.75%
Scottish Widows Emerging Markets X Acc 10.89%
Halifax International Growth I 9.69%
Halifax UK FTSE All-Share Index Tracker I 7.88%
Aberdeen Global High Yield Bond Fund Z Acc 7.44%
Aberdeen Std Liq (Lux) ShrtDur Sterlg Z2 Acc 7.42%
Aberdeen II Corporate Bond A Inc 5.50%
Fundamental Low Volatility Index UK Equity X Acc 4.51%
SCOH WIDO 5 4.37%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/08/2004
  • Share Class size865Mn
  • Base currencyGBX
  • ISIN GB00B01ZDW68

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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