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Scottish Widows Cautious Growth

2 FE Trustnet

FE Crown Rating

Fund Objective

This fund aims to provide long-term capital growth mainly through investment in collective investment schemes. The Fund aims to provide exposure primarily to bonds (this may include UK Government bonds, index-linked securities, other UK fixed interest securities, overseas bonds and high yield bonds) and property (which can be both in the UK and overseas). The Fund may also provide exposure to equities (which may include UK, overseas and emerging markets), commodities and other alternative assets such as derivatives. This fund invests principally in a range of funds managed by, or operated within, the Lloyds Banking Group. High yield bonds are also known as Non-investment grade bonds. Non-investment grade bonds have not been awarded the minimum rating required to meet the investment grade rating. Therefore they are considered higher risk than bonds with a higher credit rating. Credit ratings indicate the likelihood that an issuer will be able to make their payments.

Fund Manager

Mark Henzell

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 1134.37m as at 30-Apr-2015

Unit Name

Scottish Widows Cautious Growth D Acc

Inc/Acc

Accumulating 

Citicode

IXV2

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4P1RR10 

Annual Charge

1.50%

Mid

GBX 129.70

Change (Mid)

-0.80 (-0.61%)
26-May-2015

Unit LaunchDate

28-Jun-2010

Unit Name

Scottish Widows Cautious Growth E Acc

Inc/Acc

Accumulating 

Citicode

IXV3

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4PKHX47 

Annual Charge

1.00%

Mid

GBX 131.00

Change (Mid)

-0.80 (-0.61%)
26-May-2015

Unit LaunchDate

28-Jun-2010

Unit Name

Scottish Widows Cautious Growth F Acc

Inc/Acc

Accumulating 

Citicode

IXV4

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4PJMC55 

Annual Charge

0.50%

Mid

GBX 132.30

Change (Mid)

-0.80 (-0.60%)
26-May-2015

Unit LaunchDate

28-Jun-2010

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.61 0.15 2.85 5.96 20.76 -
Sector 2.84 0.73 2.74 6.41 20.34 26.51

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 6.94 2.96 8.40 1.83 -
Sector 4.76 5.89 5.67 -1.61 7.44

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Fixed Interest 37.88
Money Market 22.61
Property 14.45
Global High Yield Fixed Interest 12.28
UK Equities 5.82
Others 4.32
Commodity & Energy 0.90
Europe ex UK Equities 0.55
Futures 0.39
Japanese Equities 0.34
International Equities 0.27
Asia Pacific ex Japan Equities 0.19

Regional Breakdown

No breakdown data available.

Sector Breakdown

breakdown chart
  Sector % of Fund
Fixed Interest 37.88
Property 14.45
Others 14.38
High Yield Bond 12.28
Money Market 11.43
Equities 5.51
Financials 3.34
Futures 0.39
Japanese Equities 0.34

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.