Scottish Widows Pension Portfolio 2 S2-Pen

At A Glance

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1.53GBP

 -0.13

22 Jul 2014

YTD Return (Cumulative)
 2.74%
5 Year Return (Annualized)
 12.45%
Classification
Mixed Asset GBP Aggressive
Manager Benchmark
Index not provided by Mgt Co
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000GBP since April, 2006 »

 Scottish Widows Pension Portfolio 2 S2-Pen

The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterScottish Widows
Portfolio ManagerScottish Widows plc
Launch Date06 Feb 2006
Geographical FocusUnited Kingdom
Redemption Current--
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current0.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets5,832.55  M GBP
Total Net Assets Date30 Jun 2014
Annual Current Charge--
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The fund aims for long term growth by investing mainly in UK and overseas equities. It also has some exposure to bonds. These exposures are currently gained through the SW State Street 50:50 Global Equity Index Fund and the Scottish Widows Corporate Bond Fund. We will periodically review the asset mix of the fund, and may introduce some property investment in the future which is likely to reduce the level of equity exposure, though the fund will continue to invest mainly in equities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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