| Shares Class | Inc. |
|---|---|
| Yield | 1.30 |
| Total Expense Ratio | 1.85 |
Cumulative Performance
(No discrete data available for Scottish Widows Balanced Solution A Acc)
Discrete Performance
| Fund Size | 0.00 | Launch Date | 24/10/2005 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.85 |
| ISIN | GB00B0GYR608 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.8700 (on 06/08/2019) |
To provide capital growth through investment in collective investment schemes. These collective investment schemes will provide exposure to shares with the remainder providing exposure to fixed interest securities, property assets and absolute return strategies. We do not quote a benchmark or outperformance target for the Fund. This is because the asset allocation of the Fund will change over time. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers) to help investors compare funds with broadly similar characteristics. Over the period 30.8.2016 to 17.1.2019 the Fund would have sat within the “Mixed Investment 40-85% Shares Sector”. Investors may wish to consider the performance of the Fund by looking at the performance of this sector which has a broadly similar allocation to shares, fixed interest securities and cash. For further information on this fund's policy and objectives, please refer to the Prospectus. This document can be accessed via the following link:
Hamish Campbell
Hamish is deputy manager for Bancassurance and UKPB fund ranges. He transferred from the multi-manager team where he was responsible for manager selection and portfolio construction, predominantly in alternatives. Hamish transferred to SWIP as an Investment Manager in December 2006 from Lloyds TSB Private Banking Limited when the investment research function was outsourced to SWIP. Hamish has been with the Lloyds Group since 2001 having previously worked as a private client portfolio manager with a number of institutions. Hamish joined Lloyds initially as a portfolio manager responsible for the management of the Private Banks’ UK equity portfolio before electing to transfer to manager selection. Hamish holds a BA (Hons) in Business and a diploma in Investment Analysis.
Portfolio Management - Strategy
| Name | Weight |
|---|---|
| Asia Pacific ex Japan Equities | 1.10% |
| Europe ex UK Equities | 9.77% |
| Futures | 0.17% |
| Global Emerging Market Equitie | 1.15% |
| Global Fixed Interest | 1.98% |
| Global High Yield Fixed Intere | 11.92% |
| International Equities | 15.65% |
| Money Market | 1.51% |
| Property | 12.27% |
| UK Equities | 32.03% |
| UK Fixed Interest | 12.45% |
| Name | Weight |
|---|---|
| Equities | 56.77% |
| Financials | 2.93% |
| Fixed Interest | 14.43% |
| Futures | 0.17% |
| High Yield Bond | 11.92% |
| Money Market | 1.50% |
| Property | 12.27% |
| Name | Weight |
|---|---|
| SCHRODERS PW MULTI-MANAGER INT | 15.65% |
| SCHRODERS PW MULTI-MANAGER UK | 14.76% |
| ABERDEEN UK PROPERTY FEEDER UN | 10.22% |
| ASI UK EQUITY INDEX MANAGED A | 8.85% |
| PIMCO GIS GLOBAL HIGH YIELD BO | 8.06% |
| ABERDEEN CORPORATE BOND FUND A | 6.49% |
| Aberdeen Sterling Opportunisti | 5.96% |
| ABERDEEN INVESTMENT FUNDS UK I | 3.87% |
| PAYDEN & RYGEL ABSOLUTE RETURN | 2.93% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
