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Scot Wid Cautious Growth

FE Crown Rating

Insufficient History

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.

Fund Manager

Jeff King

Fund Manager

Domicile

United Kingdom

Sector

Mixed Asset - Cautious

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 1141.15m as at 17-May-2013

Unit Name

Scot Wid Cautious Growth D Acc

Inc/Acc

Accumulating 

Citicode

IXV2

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4P1RR10 

Annual Charge

1.50%

Mid

GBX 119.50

Change (Mid)

-0.70 (-0.58%)
17-May-2013

Unit LaunchDate

28-Jun-2010

Unit Name

Scot Wid Cautious Growth E Acc

Inc/Acc

Accumulating 

Citicode

IXV3

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4PKHX47 

Annual Charge

1.00%

Mid

GBX 120.20

Change (Mid)

-0.70 (-0.58%)
17-May-2013

Unit LaunchDate

28-Jun-2010

Unit Name

Scot Wid Cautious Growth F Acc

Inc/Acc

Accumulating 

Citicode

IXV4

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B4PJMC55 

Annual Charge

0.50%

Mid

GBX 120.90

Change (Mid)

-0.70 (-0.58%)
17-May-2013

Unit LaunchDate

28-Jun-2010

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 4.09 3.02 5.47 10.85 - -
Sector 7.32 3.58 9.29 13.07 16.19 15.63
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 8.40 1.83 - - -
Sector 5.67 -1.61 7.44 12.61 -15.48

Asset Allocation

breakdown chart
  Asset Class % of Fund
Fixed Interest 53.50
UK Equities 13.00
Property 12.70
Alternative Investment Strategies 9.00
Money Market 6.30
International Equities 4.50
Commodity & Energy 1.00

Regional Breakdown

breakdown chart
  Region % of Fund
Bonds,Defensive Strategies,Commodities & Property 76.20
UK 13.00
Money Market 6.30
International 4.50

Sector Breakdown

breakdown chart
  Sector % of Fund
Fixed Interest 61.90
Property 12.80
UK Equities 11.80
Defensive Strategies 9.00
International Equities 3.30
Commodities 0.90
Cash 0.30

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.

 
 
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