Scottish Widows Balanced Growth Portfolio T Net Acc

IMA Sector:

IMA Unclassified

ISIN:

GB00B065BP00

Fund Type:

Unit Trust

252.50p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 04-Apr-2025
  • Change: -2.00p
  • Change %: -0.79%
  • Currency: GBP
  • YTD change: -4.30p
  • YTD %: -1.67%

Fund Objective

To give long-term capital growth.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Scottish Widows Balanced Growth Portfolio T Net Acc
3 year Scottish Widows Balanced Growth Portfolio T Net Acc
1 Year Scottish Widows Balanced Growth Portfolio T Net Acc
6 Month Scottish Widows Balanced Growth Portfolio T Net Acc
1 Month Scottish Widows Balanced Growth Portfolio T Net Acc

Top 10 Holdings

Name % Net Assets
SW UK Growth 12.5%
SW UK Equity Income 12.5%
SW Gilt 10.0%
SW Global Growth 10.0%
SW Corporate Bond 10.0%
SWIP European Corporate Bond 5.0%
SW UK Select Growth 5.0%
SWIP Defensive Gilt 5.0%
SWIF Defensive Gilt 5.0%
SWIP Corporate Bond Plus 5.0%

Holdings Breakdown

Holding Chart
Key % Net Assets
SW UK Growth 12.5%
SW UK Equity Income 12.5%
SW Gilt 10.0%
SW Global Growth 10.0%
Other 55%

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date 04-Apr-2025
NAV 252.50p
Currency GBP
Change -2.00p
% -0.79%
YTD change -4.30p
YTD % -1.67%

Fund Facts

Fund Inception 23/08/2004
Fund Manager Jeff King
TER -
Minimum Investment
Initial n/a
Additional n/a
Savings n/a
Charges
Initial n/a
Annual Mang't n/a
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.06

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