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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capital growthmulti assetftse 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
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
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