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FE Trustnet Pension

Factsheet

Scot Wid Strategic Growth Portfolio Pn

FE Crown Rating

Fund Objective

To give long-term capital growth by investing principally in funds within the Lloyds Banking Group. The Portfolio will invest mainly in equity funds, but also in fixed interest security funds. Exposure will be to both UK and overseas markets.

Fund Manager

Jeff King

Fund Manager

Domicile

United Kingdom

Sector

Specialist

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 208.32m as at 18-Jun-2013

Unit Name Scot Wid Strategic Growth Portfolio Pn Ord Add this unit to Basket
Inc/Acc Citicode ZB04 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B01ZF648 Annual Charge n/a
Bid GBX 171.70 Offer GBX 180.70	Change (Offer) 0.90 (0.50%) 18-Jun-2013
Unit LaunchDate 23-Aug-2004

Unit Name Scot Wid Strategic Growth Portfolio Pn S3 Add this unit to Basket
Inc/Acc Citicode ZB05 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B0208470 Annual Charge 1.00%
Bid GBX 178.80 Offer GBX 178.80	Change (Offer) 0.90 (0.51%) 18-Jun-2013
Unit LaunchDate 23-Aug-2004

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	8.48	-0.84	8.94	16.66	26.71	31.19
Sector	5.99	-1.46	6.46	12.09	17.20	24.94

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	9.12	-2.15	10.82	18.97	-18.98
Sector	7.66	-4.19	9.25	19.75	-17.04

Asset Allocation

Asset Class

% of Fund

UK Equities

40.60

International Equities

30.70

Fixed Interest

19.20

Property

6.50

Money Market

3.00

Regional Breakdown

Region

% of Fund

40.60

International

30.70

Bonds & Property

25.70

Money Market

3.00

Sector Breakdown

Sector

% of Fund

UK Equities

40.60

International Equities

30.70

Fixed Interest

19.20

Property

6.50

Money Market

3.00

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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