Scottish Widows Balanced Income Portfolio A Inc header image

Scottish Widows Balanced Income Portfolio A Inc

Fund

ISIN GB0031964561 / Valor 1638310

NAV (2025-01-21)
GBP 1.13%

Scottish Widows Balanced Income Portfolio A Inc
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General Objective

The fund aims to provide an income and potential capital growth by investing in a range of different asset classes, including fixed interest securities, shares, property, absolute return strategies, commodities, and cash-like investments.

Fund Exposure

The fund provides exposure to fixed interest securities (45-80%), shares (10-40%), and property (up to 17%). It may also invest in absolute return strategies, commodities, and cash. The fund may be actively or passively managed and may include up to 100% investment in funds managed or advised by Scottish Widows Unit Trust Managers or an associate. Derivatives may be used for efficient portfolio management.

Risks

The fund may be exposed to risks associated with fixed interest securities, shares, property, absolute return strategies, commodities, and cash investments. Additionally, the use of derivatives for investment purposes and stock lending by the funds in which the fund invests may pose additional risks. Investors should carefully consider the risk factors before investing in the fund.

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Source

https://www.scottishwidows.co.uk/kiids/kiids-swfunds.html

Tags:
fixed income multi asset

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OTHER SHARE CLASSES OF THIS FUND

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

-50%0%+50%

Risk level

110
0.78%GBP 1.03
Scottish Widows Balanced Income Portfolio P Acc
Scottish Widows Balanced Income Portfolio P Acc Scottish Widows Balanced Income Portfolio P Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.73%GBP 1.24
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
-0.04%GBP 2.75