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SCOTTISH WIDOWS BALANCED SOLUTION A - Fund overview

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Overview of SCOTTISH WIDOWS BALANCED SOLUTION A

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

Standard Initial Charge

No data available.

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  October, 2005
Size  £530m
Yield 1.8%
Charging basis  –
Dividends paid  –
Bid price 114.60p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.65%
Total expense ratio 0.31%
Reduction in yield (10yr) 0.31%

Bestinvest says


No information available.

Portfolio

scottish widows balanced solution a asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds –
Quality bonds 50%
Property –
Commodities –
Hedge –
Fund cash –
scottish widows balanced solution a equity geographic illustration
Allocation Proportion
UK –
Europe –
Nth America 100%
Japan –
Pacific –
Other Equity –
scottish widows balanced solution a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SCOTTISH WIDOWS BALANCED SOLUTION A

Investment process


No information available.

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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