SCOTTISH WIDOWS STRATEGIC GROWTH PORTFOLIO B - Fund overview

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Overview of SCOTTISH WIDOWS STRATEGIC GROWTH PORTFOLIO B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCOTTISH WIDOWS STRATEGIC GROWTH PORTFOLIO B does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector	Unclassified
Product type	OEIC
Launched	July, 1987
Size	£225m
Yield	1.6%
Charging basis	–
Dividends paid	Acc units only.
Bid price	138.70p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.62%
Reduction in yield (10yr)	1.82%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	71%
	High yield bonds	0%
	Quality bonds	25%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	4%

scottish widows strategic growth portfolio b equity geographic illustration

Allocation		Proportion

	UK	56%
	Europe	16%
	Nth America	19%
	Japan	5%
	Pacific	3%
	Other Equity	1%

scottish widows strategic growth portfolio b equity capitalisation illustration

Allocation		Proportion

	Large Caps	69%
	Mid Caps	25%
	Small Caps	6%

View all performance data for SCOTTISH WIDOWS STRATEGIC GROWTH PORTFOLIO B

Investment process

The fund aims to give long-term capital growth by investing mainly in equities but also in fixed interest securities. The portfolio will invest in both UK and overseas markets. Investments are held in funds within the Lloyds TSB Group.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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