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SCOTTISH WIDOWS MIXED LF - Fund overview

No Bestinvest rating


Overview of SCOTTISH WIDOWS MIXED LF

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

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  July, 1981
Size  £483m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 1,324.70p 27.70p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

scottish widows mixed lf asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds 15%
Property 2%
Commodities
Hedge
Fund cash 3%
scottish widows mixed lf equity geographic illustration
Allocation Proportion
UK 74%
Europe 11%
Nth America 5%
Japan 4%
Pacific 6%
Other Equity
scottish widows mixed lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

Version: unknown