Scottish Widows Balanced Portfolio

Ranked 241 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 mainly in multi-manager funds (funds which select specialist investment managers to manage different elements of the overall fund). This fund will invest in a balance of equity and fixed interest security funds, in UK and overseas markets.

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 -6.2% -4.0% 4.2% 0.7% -7.0%
2017 6.1% 2.2% 0.7% 0.3% 2.9%
2016 12.7% 1.4% 2.2% 6.5% 2.2%
2015 1.1% 4.7% -3.3% -3.6% 3.5%
2014 7.6% 0.8% 1.8% 1.4% 3.4%
2013 11.0% 6.9% -1.1% 2.7% 2.4%
2012 10.3% 5.7% -2.3% 4.8% 1.9%
2011 -1.9% 0.5% 0.1% -6.1% 3.9%
2010 11.0% 5.2% -4.0% 5.8% 3.8%
2009 18.6% -5.0% 7.1% 13.9% 2.3%
2008 -16.6% -5.8% -1.7% -4.6% -5.6%
2007 3.2% 1.0% 0.9% 0.9% 0.3%
2006 3.3% 2.4% -3.3% 2.2% 2.0%
2005 12.6% 0.6% 4.4% 4.0% 3.1%
2004 6.7% 1.5% -0.1% 1.3% 3.8%
2003 11.6% 0.0% 6.6% 1.9% 2.8%
2002 -6.3% -6.4% 0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Russell Investments U.S. Equity I Acc 20.20%
Russell Investments Euro Fxd Income GBP H - I Inc 10.60%
Russell Investments U.S. Bond GBPH - I Inc 10.58%
Russell Investments Global Bond (Euro Hgd) GBP H - I Inc 10.57%
Russell Investments Global Bond GBPH-A Acc 10.37%
SW Multi Manager UK Equity Growth A Acc 9.02%
SW Multi-Manager UK Equity Focus A Acc 9.00%
Russell Investments Sterling Bond I Acc 7.40%
Russell Investments Continental Europn Eqty I Acc 5.12%
Russell Investments Japan Equity I Acc 2.65%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/01/2002
  • Share Class size346Mn
  • Base currencyGBP
  • ISIN GB0031611196

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management2.00%
  • 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).