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Scottish Widows Cautious Growth D Acc

Ranked 71 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund seeks to provide long-term capital growth mainly through investment in collective investment scheme. It also aims to provide exposure primarily to bonds (this may include UK Government bonds, index-linked securities, other UK fixed interest securities, overseas bonds and high yield bonds) and property (which can be both in the UK and overseas). The Fund may also provide exposure to equities (which may include UK, overseas and emerging markets), commodities and other alternative assets such as derivatives. In addition the Fund has the power to invest in other asset classes permitted by FSA rules.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 -3.4% -1.8% 1.4% 0.4% -3.3%
2017 5.6% 2.0% 1.0% 0.7% 1.8%
2016 7.8% 0.3% 2.0% 5.4% 0.0%
2015 0.3% 2.9% -2.2% -1.2% 0.9%
2014 7.4% 1.7% 2.3% 1.3% 1.9%
2013 3.4% 2.8% -3.1% 2.7% 1.1%
2012 8.9% 2.6% 0.0% 3.9% 2.1%
2011 2.2% 1.1% 0.5% -2.4% 3.1%
2010 4.3% 0.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Scottish Widows Corporate Bond W Acc 29.48%
Scottish Widows HIFML UK Property I 12.05%
Aberdeen Global High Yield Bond Fund Z Acc 11.66%
Scottish Widows GTAA 1 8.91%
FTSE INDEX JUN9 8.37%
Scottish Widows US Equity Fund 5.72%
Aberdeen Std Liq (Lux) ShrtDur Sterlg Z2 Acc 4.15%
Halifax Corporate Bond I 3.96%
Newton Real Return X Acc 2.80%
Inv Glo Abs Ret Strategies Inst Acc 2.56%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/06/2010
  • Share Class size844Mn
  • Base currencyGBP
  • ISIN GB00B4P1RR10

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).