Scottish Widows Cautious Solution A Acc

Ranked 69 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

To give an income with some potential for long-term capital growth by investing mainly in funds such as collective investment schemes. The fund will provide exposure generally to fixed interest securities (including UK government bonds, other UK fixed interest securities and overseas high yield bonds). The fund will also provide exposure to equities (including UK and overseas equities), property, commodities and other asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.7%
2018 -4.0% -2.6% 1.7% 0.4% -3.5%
2017 4.7% 2.1% 1.0% -0.1% 1.7%
2016 5.4% -0.3% 0.9% 4.5% 0.1%
2015 1.2% 3.0% -1.1% -2.1% 1.4%
2014 4.5% 1.4% 1.8% 0.1% 1.1%
2013 6.2% 3.0% -1.6% 2.6% 2.2%
2012 10.4% 3.7% 0.0% 4.0% 2.5%
2011 0.1% 1.4% 0.4% -4.2% 2.6%
2010 8.4% 4.2% -2.1% 4.7% 1.4%
2009 16.4% -4.8% 8.2% 10.8% 2.0%
2008 -12.4% -3.1% -0.6% -3.3% -6.0%
2007 -0.8% 0.6% -0.6% 0.8% -1.6%
2006 3.8% 1.4% -1.7% 2.5% 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Aberdeen Sterling Opportunistic Corporate Bd A Inc 18.51%
Aberdeen II Corporate Bond A Inc 13.28%
Aberdeen UK Property Feeder Unit Trust A Inc 9.22%
PIMCO GIS Global High Yld Bd Inst GBP Hgd Inc 7.90%
SW Multi-Manager UK Equity Focus A Acc 6.92%
Invesco Corporate Bond (UK) Z Inc 4.90%
Aberdeen UK Equity Index Managed A Acc 4.03%
Aberdeen Global High Yield Bond Fund A Inc 3.99%
Payden Absolute Return Bond GBP Acc 3.67%
Candriam Bonds Total Return SGBPH Cap 3.59%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2005
  • Share Class size662Mn
  • Base currencyGBP
  • ISIN GB00B0GYPF55

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.35%
  • Initial investment3.50%

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