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Scottish Widows Progressive Portfolio

4 FE Trustnet

FE Crown Rating

Fund Objective

The fund aims to achieve long-term growth by investing mainly in multi-manager funds. The fund will invest up to a maximum of 85% in equity funds with a moderate proportion in fixed interest security funds (the fixed interest security funds will invest mainly in high quality fixed interest securities, including corporate bonds). The equity and fixed interest security funds will invest in UK and overseas markets. The multi-manager funds are currently provided by a subsidiary of Aberdeen Asset Management and by the Russell Investment Group. Exposure to the multimanager funds is currently provided through the Scottish Widows Progressive Portfolio OEIC Fund although investment may be made through other unit-linked funds, collective investment schemes, or directly to meet the stated fund aims.

Fund Manager

Mark Henzell

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 238.21m as at 31-May-2015

Downloads

Unit Name

Scottish Widows Progressive Portfolio A Acc

Inc/Acc

Accumulating 

Citicode

TS06

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031611204 

Annual Charge

2.00%

Mid

GBX 176.40

Change (Mid)

0.00 (0.00%)
06-Jul-2015

Unit LaunchDate

28-Jan-2002

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.98 -2.43 3.58 8.29 38.14 59.64
Sector 1.95 -2.82 1.90 5.02 24.04 36.94

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 7.47 17.90 10.73 -4.83 12.84
Sector 4.72 10.78 7.94 -4.90 10.69

Asset Allocation

breakdown chart
  Asset Class % of Fund
North America Equity 30.30
UK Equity 29.34
Overseas Bonds 19.76
Europe ex UK Equity 8.74
UK Fixed Interest 4.33
Japan Equity 4.07
Pacific ex Japan Equity 2.29
Money Market 1.11
Futures 0.06

Regional Breakdown

No breakdown data available.

Sector Breakdown

breakdown chart
  Sector % of Fund
Equities 68.38
Fixed Interest 24.09
Japanese Equities 4.07
Asia/Pacific Equities 2.29
Money Market 1.11
Futures 0.06

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.