To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here




It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table

Following their poor performance this year, are you going to increase your exposure to small cap funds in 2015?




Scot Wid Progressive Portfolio

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




Primary Asset Class

Fund Size

GBX 233.60m as at 30-Nov-2014


Unit Name

Scot Wid Progressive Portfolio A





Initial Charge


Unit Currency




Annual Charge



GBX 168.90

Change (Mid)

2.40 (1.44%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 5.96 1.50 3.87 7.79 41.22 51.34
Sector 3.56 0.26 2.03 4.70 25.57 32.26

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
North America Equity 29.54
UK Equity 29.49
UK Fixed Interest 13.57
Overseas Bonds 10.35
Europe ex UK Equity 8.70
Japan Equity 4.03
Pacific ex Japan Equity 2.59
Money Market 1.64
Futures 0.09

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
Europe ex UK Equity, Japan Equity, North America Equity, Pacific Equity & UK Equities 74.35
Overseas Bonds & UK Fixed Interest 23.92
Money Market 1.64
Futures 0.09

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.

Sign up for email alerts
Stay upto date on the latest fund research from FE
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
Add your comment
Reload Change mode
Enter the words above:
Send comment
Be the first to comment on this Factsheet.