Scottish Widows Balanced Income Portfolio A Inc header image

Scottish Widows Balanced Income Portfolio A Inc

Fund

ISIN GB0031964561 / Valor 1638310

NAV (2025-11-17)
GBP 1.17-0.51%

Scottish Widows Balanced Income Portfolio A Inc
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The Scottish Widows Balanced Inc Port aims to generate income and grow capital by diversifying across various asset classes. Its portfolio primarily consists of 45% to 80% in fixed interest securities, including UK government and corporate bonds, as well as international and high-yield bonds. Additionally, 10% to 40% is allocated to shares, covering UK, international, and emerging market stocks. Up to 17% is invested in property funds both in the UK and overseas. The fund may also include investments in absolute return strategies, commodities, and cash-like assets to enhance stability and growth potential.

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Tags:
fixed income multi asset

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OTHER SHARE CLASSES OF THIS FUND

Scottish Widows Balanced Income Portfolio P Acc
Scottish Widows Balanced Income Portfolio P Acc Scottish Widows Balanced Income Portfolio P Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 1.31
Scottish Widows Balanced Income Portfolio P Inc
Scottish Widows Balanced Income Portfolio P Inc Scottish Widows Balanced Income Portfolio P Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.56%GBP 1.06
Scottish Widows Balanced Income Portfolio A Acc
Scottish Widows Balanced Income Portfolio A Acc Scottish Widows Balanced Income Portfolio A Acc Valor: 1638316
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.55%GBP 2.91