fund
SCOTTISH WIDOWS PROGRESSIVE GROWTH PORTFOLIO 2 A
Internal fund of funds investing mainly in equities and with a bias to the UK.
PRICE (INC)
-
PRICE (ACC)
306.4p
INITIAL CHARGE
5%
0%
ANNUAL MANAGEMENT CHARGE
0.95%
ONGOING CHARGE
1.07%
YIELD
2.3%
1 YEAR
4.22%Prices as at 06 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The fund aims to give long-term capital growth by investing predominantly in equities. A limited proportion of the portfolio will also be invested in fixed interest securities. The portfolio will invest in both UK and overseas markets. Investments are held in funds within the Lloyds TSB Group.
Fund summary
| Sector | Unclassified |
|---|---|
| Structure | OEIC |
| Launched | October 1989 |
| Size | £156m |
| Yield | 2.3% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 5% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.95% |
| Ongoing Charges Figure | 1.07% |
Investment Process
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Past performance is not a guide to future performance. View full risk warning