SCOTTISH WIDOWS BALANCED PORTFOLIO A - Fund overview
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Find rated mixed investment 20-60% shares funds
Overview of
SCOTTISH WIDOWS BALANCED PORTFOLIO A
A multi-manager product run by Frank Russell falling into the balanced managed sector. Designed to offer investors improved risk adjusted returns through diversification across different investment styles. This structure of product offers a more competitive charging structure relative to fund of fund alternatives.
Standard Initial Charge
5.00% 0.25%
Fund summary
| Sector |
Mixed Investment 20-60% Shares
|
| Product type |
OEIC
|
| Launched |
January, 2002
|
| Size |
£380m
|
| Yield |
0.9%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
131.30p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.25%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
2.00%
|
|
Total expense ratio
|
2.00%
|
|
Reduction in yield (10yr)
|
2.02%
|