Scottish Widows Pension Portfolio 2 S2-Pen

At A Glance

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06 May 2016

YTD Return (Cumulative)
5 Year Return (Annualized)
Mixed Asset GBP Aggressive
Manager Benchmark
Index not provided by Mgt Co
Lipper Leader Profile (Overall)

Growth of 10,000GBP since May, 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 Assets8,129.68  M GBP
Total Net Assets Date29 Apr 2016
Annual Current Charge--
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The fund aims for long term growth by investing mainly in The exposures are currently gained through holdings in the following funds: SW SSgA UK Equity Index Fund, SW SSgA Europe ex UK Equity Index Fund, SW SSgA North America Equity Index Fund, SW SSgA Japan Equity Index Fund, SW SSgA Asia Pacific ex Japan Equity Index Fund, SW SSgA Emerging Markets Equity Index Fund and Scottish Widows Corporate Bond Fund. UK and overseas equities. It also has some exposure to bonds.

Overall Lipper Leaders Ratings & Fund Profile »

Total Return
Consistent Return
Capital Preservation
Low Expense

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 »


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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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