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Scottish Widows Momentum Income Portfolio A Acc

Ranked 58 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. To do so by investing principally in funds within the Lloyds Banking Group. The Portfolio will invest mainly in fixed interest security funds (including a proportion in index-linked securities), with a proportion in one or more equity funds.

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 4.4%
2018 -4.1% -2.6% 1.8% -0.1% -3.1%
2017 4.7% 2.0% 0.3% 0.2% 2.1%
2016 10.6% 1.2% 3.2% 6.8% -0.8%
2015 -1.1% 3.1% -3.2% -1.7% 0.7%
2014 6.2% 1.1% 1.8% 0.7% 2.5%
2013 4.0% 3.4% -2.5% 2.1% 1.0%
2012 8.3% 2.2% 0.4% 3.1% 2.5%
2011 5.4% 1.3% 1.4% -1.8% 4.6%
2010 8.3% 4.0% -1.3% 5.7% -0.2%
2009 15.7% -4.6% 8.8% 10.1% 1.3%
2008 -9.6% -2.6% -0.4% -3.5% -3.5%
2007 0.9% 0.2% -1.6% 0.6% 1.7%
2006 4.0% 1.0% -1.6% 3.5% 1.1%
2005 8.9% 0.5% 3.5% 2.3% 2.4%
2004 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Scottish Widows Corporate Bond W Acc 19.48%
Scottish Widows UK Equity Income A Inc 15.07%
Aberdeen II Corporate Bond A Inc 14.89%
Aberdeen Global High Yield Bond Fund Z Acc 13.23%
Aberdeen Std Liq (Lux) ShrtDur Sterlg Z2 Acc 11.28%
ACCUM.SHS CLASS -W- GROSS GBP 7.62%
Aberdeen II Corporate Bond Z Acc 6.33%
Scottish Widows Global Growth X Acc 3.80%
Scottish Widows Gilt W Acc 3.18%
Scottish Widows International Bond W Acc 2.73%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/08/2004
  • Share Class size513Mn
  • Base currencyGBP
  • ISIN GB00B01ZDS23

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • 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).