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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

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 225.41m as at 30-Sep-2014

Downloads

Unit Name

Scot Wid Progressive Portfolio A

Inc/Acc

Accumulating 

Citicode

TS06

Initial Charge

5.00%

Unit Currency

GBX 

ISIN

GB0031611204 

Annual Charge

2.00%

Mid

GBX 163.80

Change (Mid)

0.70 (0.43%)
31-Oct-2014

Unit LaunchDate

28-Jan-2002

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.76 0.55 2.76 3.34 31.78 52.94
Sector 1.67 0.09 1.44 1.05 19.74 32.79
 

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.

 
 
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