Scottish Widows Stockmarket Growth Portfolio A Acc

Ranked 174 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

To give long-term capital growth by mainly investing in funds which are currently and/or which have been managed or operated within the Lloyds Banking Group. The Portfolio will primarily invest in equity funds, with a limited proportion in fixed interest security funds. Exposure will be to both UK and overseas markets.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -7.3% -5.4% 6.9% 1.6% -9.8%
2017 10.5% 4.2% 0.7% 1.1% 4.2%
2016 19.0% 0.4% 3.1% 9.9% 4.7%
2015 0.5% 5.8% -2.9% -7.7% 6.0%
2014 2.8% -0.9% 1.9% 0.3% 1.5%
2013 19.1% 10.2% -0.3% 4.1% 4.2%
2012 10.0% 6.2% -4.6% 6.0% 2.4%
2011 -6.3% 1.6% -0.3% -12.3% 5.5%
2010 11.3% 5.8% -11.0% 9.3% 8.2%
2009 25.3% -10.0% 13.0% 19.3% 3.4%
2008 -26.2% -9.1% -1.5% -10.1% -8.4%
2007 1.7% 0.3% 2.6% -2.2% 1.1%
2006 12.1% 7.1% -4.8% 3.8% 6.0%
2005 19.4% 1.6% 3.4% 7.9% 5.3%
2004 8.6% 1.4% 0.9% 0.6% 5.6%
2003 19.4% -3.5% 12.0% 4.7% 5.5%
2002 -22.3% 2.2% -10.8% -14.2% -0.8%
2001 -14.7% -8.9% 1.6% -16.5% 10.3%
2000 -7.8% -0.8% -0.4% -2.0% -4.8%
1999 22.9% 7.5% 3.0% -4.1% 15.7%
1998 10.7% 15.2% 0.0% -14.2% 12.0%
1997 18.1% 5.2% 3.3% 10.1% -1.3%
1996 12.4% 3.9% 2.3% 3.1% 2.7%
1995 17.9% 0.3% 5.5% 7.4% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Scottish Widows Global Growth X Acc 18.20%
Halifax International Growth I 17.81%
Scottish Widows UK Growth X Inc 17.27%
Halifax UK FTSE All-Share Index Tracker I 7.77%
Scottish Widows Emerging Markets X Acc 7.52%
Aberdeen Global High Yield Bond Fund Z Acc 5.33%
Halifax UK Growth I 4.10%
SCOH WIDO 6 3.75%
SCOH WIDO 5 3.67%
Scottish Widows Fundamental Index E 3.60%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/10/1989
  • Share Class size188Mn
  • Base currencyGBX
  • ISIN GB0031903171

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • 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).