Scottish Widows Adventurous Solution A Acc

IMA Sector:

IMA Unclassified

ISIN:

GB00B0GYR483

Fund Type:

Unit Trust

218.90p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 13-Sep-2019
  • Change: 0.30p
  • Change %: 0.14%
  • Currency: GBP
  • YTD change: 218.90p
  • YTD %: n/a

Fund Objective

To invest predominantly in funds managed or operated within the Lloyds TSB Group which provide long term capital growth.

View on Past Performance

The six months to the end of February have been very volatile for global equities. The main difficulties stemmed from the US subprime mortgage sector. Subprime mortgages are made to borrowers with weaker credit history or who might have difficulty paying back loans.This has had a number of consequences throughout global financial markets and led to a dramatic fall in investors' appetite for riskier investments, such as equities and corporate bonds.

Future Expectations

Looking ahead, SWIP expects global equities to be higher in 12 months' time, although markets may experience some further volatility.

Fund Details

Latest Price 218.90p IMA Sector IMA Unclassified
Currency British Pound Launch Date 24/10/2005
Fund Size n/a Fund Manager Jeff King
ISIN GB00B0GYR483 Dividend 0.00p
 

Price Info

Date 13-Sep-2019
NAV 218.90p
Currency GBP
Change 0.30p
% 0.14%
YTD change 218.90p
YTD % n/a

Fund Facts

Fund Inception 24/10/2005
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 0.02
Sharpe ratio 0.01

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