SCOTTISH WIDOWS PROGRESSIVE PORTFOLIO A - Fund overview
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Overview of
SCOTTISH WIDOWS PROGRESSIVE PORTFOLIO A
A multi-manager fund run by Frank Russell, strucutured to offer investors improved risk adjusted returns through diversification across different investment styles. This product offers a more competitive charging structure relative to fund of fund alternatives. The fund's peer group is the IMA Balanced Managed Sector.
Standard Initial Charge
5.00% 0.25%
Fund summary
| Sector |
Mixed Investment 40-85% Shares
|
| Product type |
OEIC
|
| Launched |
January, 2002
|
| Size |
£217m
|
| Yield |
0.6%
|
| Charging basis |
–
|
| Dividends paid |
Acc units only.
|
| Bid price |
123.90p |
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%
|