Scottish Widows Strategic Solution A Acc

Ranked 284 out of 416 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 generally 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. Exposure will be to both UK and overseas markets.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.5%
2018 -6.7% -5.2% 5.8% 1.0% -7.9%
2017 8.1% 3.5% 1.1% 0.0% 3.4%
2016 10.3% -1.0% 0.1% 8.0% 3.0%
2015 1.3% 4.9% -1.5% -6.0% 4.3%
2014 4.3% 0.3% 1.8% 0.1% 2.1%
2013 13.4% 6.6% -1.8% 4.4% 3.7%
2012 11.9% 6.0% -3.0% 5.5% 3.1%
2011 -4.5% 0.6% 0.1% -8.8% 4.0%
2010 13.5% 6.2% -6.4% 7.8% 6.0%
2009 25.0% -6.5% 10.1% 16.9% 3.9%
2008 -26.4% -8.7% -2.6% -7.9% -10.1%
2007 1.5% 1.5% 2.3% -0.5% -1.7%
2006 7.7% 5.5% -4.8% 2.9% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
SW Multi-Manager UK Equity Focus A Acc 20.08%
SW Multi-Manager International Equity A Acc 18.88%
Aberdeen UK Equity Index Managed A Acc 11.83%
Aberdeen UK Property Feeder Unit Trust A Acc 10.52%
SW Multi-Manager UK Equity Income A Acc 8.01%
PIMCO GIS Global High Yld Bd Inst GBP Hgd Inc 5.41%
Aberdeen Global High Yield Bond Fund A Inc 2.47%
Russell Investments Emerging Markets Equity I Acc 2.46%
SW Multi-Manager Global Real Est Secs A Acc 2.08%
Aberdeen Alternative Strategies Q GBP Acc 2.08%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2005
  • Share Class size173Mn
  • Base currencyGBX
  • ISIN GB00B0GYRW60

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).