Scottish Widows Discovery Solution A Acc

Ranked 192 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To give an income with the potential for long-term capital growth by investing mainly in funds such as collective investment schemes. The fund will provide exposure mainly to fixed interest securities (including UK fixed interest securities and overseas high yield bonds) and equities (including UK and overseas equities). The fund will also provide exposure to property, commodities and other asset classes. Exposure will be generally to UK investments but with a significant proportion overseas.

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 -5.1% -3.7% 3.4% 0.6% -5.3%
2017 5.9% 2.6% 0.9% -0.1% 2.4%
2016 7.3% -0.7% 0.7% 5.8% 1.5%
2015 1.6% 3.9% -1.2% -3.5% 2.5%
2014 4.6% 1.1% 1.6% 0.2% 1.6%
2013 9.3% 4.5% -1.8% 3.5% 2.9%
2012 11.3% 4.7% -1.3% 4.7% 2.9%
2011 -1.6% 1.3% 0.2% -6.0% 3.1%
2010 10.6% 5.0% -3.7% 5.9% 3.3%
2009 19.9% -5.2% 8.6% 13.3% 2.8%
2008 -17.4% -5.3% -1.3% -4.7% -7.4%
2007 0.4% 0.9% 0.7% 0.4% -1.6%
2006 5.1% 2.7% -3.0% 2.9% 2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
SW Multi-Manager UK Equity Focus A Acc 12.36%
Aberdeen Sterling Opportunistic Corporate Bd A Inc 11.72%
Aberdeen UK Property Feeder Unit Trust A Inc 11.34%
SW Multi-Manager International Equity A Acc 8.36%
Aberdeen II Corporate Bond A Inc 8.36%
Aberdeen UK Equity Index Managed A Acc 7.16%
PIMCO GIS Global High Yld Bd Inst GBP Hgd Inc 6.79%
SW Multi-Manager UK Equity Income A Inc 4.95%
Payden Absolute Return Bond GBP Acc 3.92%
Candriam Bonds Total Return SGBPH Cap 3.90%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2005
  • Share Class size394Mn
  • Base currencyGBP
  • ISIN GB00B0GYRD71

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment50

Charges

  • Annual management1.35%
  • 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).