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Scot Wid Progressive Portfolio

FE Crown Rating

Fund Objective

To give long-term capital growth by investing mainly in multi-manager funds (funds which select specialist investment managers to manage different elements of the overall fund). This fund will invest in UK and overseas markets, with a maximum of 85% in equity funds and a moderate proportion in fixed interest security funds. The fixed interest securities will mainly be investment grade securities. The multi-manager funds are currently provided by Scottish Widows Investment Partnership and the Russell Investment Group. Investment grade securities have achieved or exceeded a minimum credit rating awarded by a credit rating agency. Therefore they are considered lower risk than securities with a lower credit rating. Credit ratings indicate the likelihood that an issuer will be able to make their payments.

Fund Manager

Mark Henzell

Fund Manager




Primary Asset Class

Fund Size

GBX 228.60m as at 31-Aug-2014


Unit Name

Scot Wid Progressive Portfolio A





Initial Charge


Unit Currency




Annual Charge



GBX 166.50

Change (Mid)

-0.40 (-0.24%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 4.71 2.27 4.51 8.59 41.56 56.42
Sector 3.49 1.87 3.47 5.98 24.92 36.89

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 17.90 10.73 -4.83 12.84 20.75
Sector 10.78 7.94 -4.90 10.69 15.23

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 29.52
North American Equities 29.30
UK Fixed Interest 14.52
Global Fixed Interest 10.53
Europe ex UK Equities 9.24
Japanese Equities 3.93
Asia Pacific ex Japan Equities 2.53
Money Market 0.43

Regional Breakdown

breakdown chart
  Region % of Fund
USA 38.10
UK 34.00
Europe ex UK 10.10
Eurozone 7.70
Japan 4.80
Pacific Basin 3.20
Global Emerging Markets 1.30
Cash 0.60
Others 0.20

Sector Breakdown

breakdown chart
  Sector % of Fund
North America Equity 30.03
UK Equities 29.53
UK Fixed Interest 12.67
Overseas Bonds 10.53
Europe ex UK Equity 9.03
Japan Equity 5.28
Pacific Equity 2.53
Cash 0.40

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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