Scottish Widows Progressive Growth Portfolio 2 A Acc header image

Scottish Widows Progressive Growth Portfolio 2 A Acc

Fund

ISIN GB0031903171 / Valor 1661570

NAV (2025-02-07)
GBP 3.70+0.85%

Scottish Widows Progressive Growth Portfolio 2 A Acc
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General Objective

The fund aims to provide capital growth by investing in other funds to gain exposure to a variety of asset classes, with at least 60% of the fund providing exposure to shares and a maximum of 40% to fixed interest securities. Additionally, the fund may also invest in property, absolute return strategies, commodities, and cash-like investments.

Fund Exposure

The fund is exposed to a range of asset classes including shares, fixed interest securities, property, absolute return strategies, commodities, and cash. It may invest in UK, overseas, and emerging markets shares, as well as sterling-denominated investment grade bond funds, overseas and emerging markets corporate and government bond funds, high yield bond funds, and UK and overseas property funds. 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 (SWUTM) or an associate.

Risks

Investors should aim to hold their investment in the fund for the medium to long term (at least five to ten years). The fund may use derivatives for efficient portfolio management, which could introduce additional risks. Additionally, the fund's performance assessment does not quote a benchmark or outperformance target, as the asset allocation of the fund may change over time based on risk and SWUTM's view of each asset class's prospects.

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Source

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

Tags:
capital growth multi asset

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