Scottish Widows Opportunities Portfolio

Ranked 164 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 multi-manager funds (funds which select specialist investment managers to manage different elements of the overall fund). This fund will invest in UK and overseas markets, with at least 80% in equity funds and a low proportion in fixed interest security funds.

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 7.8%
2018 -9.2% -6.6% 8.7% 2.2% -12.5%
2017 10.3% 3.7% 0.7% 0.6% 5.1%
2016 20.3% 0.1% 1.9% 10.5% 6.8%
2015 2.8% 7.1% -3.7% -6.6% 6.8%
2014 7.5% 0.1% 1.5% 1.4% 4.4%
2013 22.3% 12.0% -0.1% 4.5% 4.6%
2012 11.1% 8.3% -5.4% 6.2% 2.0%
2011 -6.5% 0.7% -0.3% -11.4% 5.2%
2010 13.9% 7.3% -9.4% 7.8% 8.7%
2009 22.7% -8.0% 7.5% 19.5% 3.7%
2008 -25.6% -10.2% -2.5% -8.1% -7.5%
2007 4.5% 1.6% 2.9% 0.5% -0.5%
2006 5.3% 5.4% -5.7% 2.3% 3.5%
2005 19.7% 1.1% 4.8% 7.4% 5.2%
2004 7.1% 0.9% 1.0% 0.0% 5.1%
2003 17.2% -1.5% 9.2% 3.7% 5.2%
2002 -12.5% -13.5% 0.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Russell Investments U.S. Equity I Acc 19.40%
SW Multi-Manager UK Equity Focus A Acc 16.26%
SW Multi Manager UK Equity Growth A Acc 16.08%
Russell Investments U.S. Quant I Acc 14.96%
Russell Investments Continental Europn Eqty I Acc 9.10%
Russell Investments Japan Equity I Acc 4.72%
Russell Investments U.S. Small Cap Equity I Acc 3.94%
SW Multi-Manager UK Equity Income A Acc 3.59%
Russell Investments Asia Pacific Ex Japan I Acc 2.48%
Russell Investments Euro Fxd Income GBP H - I Inc 2.26%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/01/2002
  • Share Class size91Mn
  • Base currencyGBP
  • ISIN GB0031610347

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).