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Scottish Widows Strategic Growth Portfolio B Acc (0P000014CF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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278.00+0.10 (+0.04%)
As of 09:00PM BST. Market open.

Scottish Widows Strategic Growth Portfolio B Acc

PO Box 28015

15 Dalkeith Road

Management information
Roddy MacPherson,Lead manager since 1 July 1987
MacPherson is an Investment Manager in the Global Strategy team for asset allocation and the team's currency view. He also gives currency advice on the Lloyds Managed Money Funds. MacPherson also manages a number of balanced funds and fund-of-fund portfolios. Prior to 1997, he worked for Scottish Widows group, joining in 1989 and working in actuarial and pensions areas. Previously, he joined Pilkington Optronics in 1989 where he worked on research and development of optoelectronics.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGBP Aggressive Allocation
Fund familyScottish Widows Unit Trust Managers Ltd
Net assets296.99M
YTD return8.55%
Yield1.04%
Morningstar rating★★
Inception date18 Nov 2002

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover4.21%
Average for categoryN/A

Fees and expenses

Expense0P000014CF.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load7.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A