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SCOTTISH WIDOWS MOMENTUM INCOME PORTFOLIO A - Fund overview

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Overview of SCOTTISH WIDOWS MOMENTUM INCOME PORTFOLIO A

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

Standard Initial Charge

3.50% –

Fund summary

Sector	Unclassified
Product type	OEIC
Launched	August, 2004
Size	£805m
Yield	2.5%
Charging basis	–
Dividends paid	–
Bid price(inc)	112.60p
Bid price(acc)	137.90p

Fund Charges

Standard Initial charge	3.50%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.37%
Reduction in yield (10yr)	1.37%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	15%
	High yield bonds	–
	Quality bonds	85%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

scottish widows momentum income portfolio a equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

scottish widows momentum income portfolio a equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SCOTTISH WIDOWS MOMENTUM INCOME PORTFOLIO A

Investment process

The Fund aims to provide a high level of income with some
potential for growth by mainly investing in regulated collective investment schemes managed or operated within the Lloyds TSB Group. The Fund will primarily invest in fixed interest funds, with some exposure to equity funds.
This Fund will principally invest in funds, managed or operated within the Lloyds TSB Group, which invest in UK government bonds and other sterling denominated fixed interest securities and to a lesser extent in overseas bonds and UK equities. The Fund may also invest in other investments permitted by FSA rules for this type of scheme that are consistent with the Fund’s objectives. Non-sterling
investment may be hedged back to sterling.

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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