Scottish Widows Balanced Solution A Acc

Ranked 216 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 funds such as collective investment schemes. The fund will provide exposure to equities (including UK,overseas and emerging markets equities) balancedmainly with fixed interest securities (including UKfixed interest securities and overseas high yield bonds). The fund will also provide exposure to property, commodities and other asset classes. Exposure will be to both 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 -5.9% -4.3% 4.3% 0.9% -6.6%
2017 6.8% 3.0% 0.9% 0.0% 2.8%
2016 9.2% -0.7% 0.6% 6.9% 2.2%
2015 1.1% 4.3% -1.4% -4.7% 3.2%
2014 4.6% 0.6% 1.8% 0.1% 2.0%
2013 10.9% 5.5% -1.8% 3.8% 3.1%
2012 11.3% 5.3% -2.2% 5.0% 3.0%
2011 -3.2% 0.9% 0.2% -7.5% 3.5%
2010 11.9% 5.5% -4.9% 6.8% 4.4%
2009 21.3% -6.4% 9.3% 14.9% 3.2%
2008 -20.5% -6.8% -1.6% -6.3% -7.5%
2007 -0.5% 1.0% 1.3% -0.5% -2.1%
2006 5.3% 3.3% -3.5% 2.6% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
SW Multi-Manager International Equity A Acc 14.89%
SW Multi-Manager UK Equity Focus A Acc 14.51%
Aberdeen UK Property Feeder Unit Trust A Acc 10.83%
Aberdeen UK Equity Index Managed A Acc 8.40%
PIMCO GIS Global High Yld Bd Inst GBP Hgd Inc 8.04%
Aberdeen II Corporate Bond A Inc 6.33%
SW Multi-Manager UK Equity Income A Acc 5.82%
Aberdeen Sterling Opportunistic Corporate Bd A Inc 5.81%
Aberdeen Global High Yield Bond Fund A Inc 3.39%
Payden Absolute Return Bond GBP Acc 2.92%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2005
  • Share Class size825Mn
  • Base currencyGBP
  • ISIN GB00B0GYR608

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.65%
  • 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).