Scottish Widows Cautious Income Portfolio 1 A Inc header image

Scottish Widows Cautious Income Portfolio 1 A Inc

Fund

ISIN GB00B0206T88 / Valor 1945906

NAV (2025-03-13)
GBP 1.22-0.33%

Scottish Widows Cautious Income Portfolio 1 A Inc
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General Objective

The fund aims to provide an income with some potential for capital growth by investing in a range of different asset classes, with at least 55% exposure to fixed interest securities, up to 30% exposure to shares, and up to 17% exposure to property. It may also include exposure to absolute return strategies, commodities, and cash-like investments.

Fund Exposure

The fund is exposed to a variety of asset classes, including sterling denominated investment grade bonds, overseas and emerging markets corporate and government bond funds, high yield bond funds, UK, overseas, and emerging markets shares, UK and overseas property funds, 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.

Risks

The fund may use derivatives for efficient portfolio management, which can introduce additional risks. Additionally, the fund's exposure to different asset classes and regions may result in fluctuations in performance based on market conditions. Investors should be aware of the potential risks associated with fixed interest securities, shares, property, and other asset classes in which the fund is invested.

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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 Cautious Income Portfolio 1 A Acc
Scottish Widows Cautious Income Portfolio 1 A Acc Scottish Widows Cautious Income Portfolio 1 A Acc Valor: 1945912
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 1.89
Scottish Widows Cautious Income Portfolio 1 P Inc
Scottish Widows Cautious Income Portfolio 1 P Inc Scottish Widows Cautious Income Portfolio 1 P Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 0.98
Scottish Widows Cautious Income Portfolio 1 P Acc
Scottish Widows Cautious Income Portfolio 1 P Acc Scottish Widows Cautious Income Portfolio 1 P Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 1.16