Scottish Widows Regular Income Fund Class A Inc

The fund aims to provide a regular quarterly income while also seeking capital growth through investments in the UK market. The Fund Manager selects investments that aim to outperform the benchmark on both income yield and capital growth over a rolling 3-year period.

At least 80% of the fund is invested in a diversified portfolio of UK shares and fixed interest securities, with the possibility of also investing in European securities. The equity portion may include high yielding equities, convertible stocks, preference shares, and warrants, while the fixed interest portion consists of investment grade bonds, government bonds, high yield bonds, supranational bonds, and asset-backed securities. Derivatives and stock lending may be used for efficient portfolio management.

The fund may be subject to risks associated with investing in UK and European markets, as well as risks related to equity and fixed income securities. Additionally, the use of derivatives and stock lending for portfolio management purposes may introduce additional risks to the fund. The fund's performance may also differ from the benchmark due to the Fund Manager's active management approach.

https://www.scottishwidows.co.uk/funds.html