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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.
Mark Henzell Since 28-Jan-2002
Mark is a member of the Multi-Asset Funds team. In addition, the team also run several multi-asset fund-of-fund...
Matthew Davies Since 01-Jan-2010
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management...
Mark is a member of the Multi-Asset Funds team. In addition, the team also run several multi-asset fund-of-fund portfolios, which include the Lloyds TSB mass market...
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.
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15 Dalkeith Road, Edinburgh, EH16 5BU
0131 655 6000 (Enquiries)0131 662 4053 (Fax Number)0845 300 2244 (Main Number)
Scottish Widows Progressive Portfolio A Acc
Risk Score 62.00
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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