Scottish Widows Balanced Growth Fund Q Acc header image

Scottish Widows Balanced Growth Fund Q Acc

Fund

ISIN GB00BD498M14 / Valor null

NAV (2026-09-18)
GBP 1.65+0.92%

Scottish Widows Balanced Growth Fund Q Acc
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Scottish Widows Balanced Growth aims to achieve capital growth by investing in a diverse mix of asset classes. The portfolio includes 30% to 65% in shares from the UK, overseas, and emerging markets, and 10% to 40% in fixed interest securities like UK government and corporate bonds, as well as international and high-yield bonds. Up to 25% is allocated to property investments both in the UK and abroad. Additionally, the fund may include investments in absolute return strategies, private equity, commodities, cash-like assets, and the use of derivatives to enhance returns or manage risks. Most of these investments are managed through funds within the Lloyds Banking Group, utilizing both active and passive management approaches.

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Tags:
capital growth multi asset ftse all-world

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OTHER SHARE CLASSES OF THIS FUND

Scottish Widows Balanced Growth Fund E Acc
Scottish Widows Balanced Growth Fund E Acc Scottish Widows Balanced Growth Fund E Acc
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Annual Return

-50%0%+50%

Risk level

110
0.88%GBP 2.52
Scottish Widows Balanced Growth Fund F Acc
Scottish Widows Balanced Growth Fund F Acc Scottish Widows Balanced Growth Fund F Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%GBP 2.62
Scottish Widows Balanced Growth Fund D Acc
Scottish Widows Balanced Growth Fund D Acc Scottish Widows Balanced Growth Fund D Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.86%GBP 2.46