Scottish Widows Dynamic Solution A Acc

Ranked 151 out of 262 in - Aggressive 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 mainly to equities (including UK, overseas and emerging markets equities). The fund will also provide exposure to fixed interest securities (including UK fixed interest securities and overseas high yield bonds), property, commodities and other asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.4%
2018 -7.7% -6.1% 6.9% 1.2% -9.1%
2017 9.9% 4.3% 1.2% 0.1% 4.0%
2016 13.4% -0.7% 0.3% 9.7% 3.8%
2015 1.6% 5.5% -1.8% -6.9% 5.4%
2014 4.6% 0.1% 1.7% 0.3% 2.5%
2013 15.7% 8.0% -1.8% 4.9% 4.0%
2012 13.0% 7.2% -3.8% 6.0% 3.4%
2011 -5.9% 0.6% 0.1% -10.5% 4.5%
2010 15.3% 6.7% -7.6% 9.0% 7.3%
2009 28.2% -7.3% 11.1% 19.5% 4.2%
2008 -28.5% -9.5% -2.8% -8.9% -10.8%
2007 2.6% 1.7% 2.4% -0.4% -1.1%
2006 8.3% 6.2% -5.2% 3.0% 4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
SW Multi-Manager International Equity A Acc 25.45%
SW Multi-Manager UK Equity Focus A Acc 22.82%
Aberdeen UK Equity Index Managed A Acc 13.42%
SW Multi-Manager UK Equity Income A Acc 9.02%
Aberdeen UK Property Feeder Unit Trust A Acc 6.76%
Russell Investments Emerging Markets Equity I Acc 4.29%
PIMCO GIS Global High Yld Bd Inst GBP Hgd Inc 4.19%
SW Multi-Manager Global Real Est Secs A Acc 3.08%
EMINI S&P JUN9 2.31%
Aberdeen Global High Yield Bond Fund A Inc 2.24%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2005
  • Share Class size124Mn
  • Base currencyGBX
  • ISIN GB00B0GYRG03

Purchase Info

  • Min. initial investment100,000
  • 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).