Scottish widows mixed fund factsheet
WebThe Fund performance figures are presented net of the Ongoing Charges Figure (OCF) and are compared to the IA Mixed Investment 40-85% index. This is a risk-based index measuring the performance of investment managers with similar investment characteristics to the MAB Growth fund. 17.7% WebFACTSHEET 28 February 2024 OEIC Scottish Widows Managed Growth 4 L Acc Equity 54.8% Fixed Interest 28.3% Other (absolute return) 9.4% Property 7.5% Fund Objective The Fund aims to achieve capital growth by investing in a portfolio of collective investment schemes to achieve exposure to a wide range of investments, consisting of UK and Global
Scottish widows mixed fund factsheet
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WebOur range of 8 Premier Portfolio funds builds on the foundation of our original Pension Portfolios, being designed to meet the growing need for a range that offers pension … Web5 Apr 2024 · These collective investment schemes will provide exposure to shares together with exposure to a mix of asset classes (including fixed interest securities, property and cash) and absolute return strategies. At least 60% of the Fund will provide exposure to shares. This can include funds which may consist of UK, overseas and emerging markets …
WebThere are two main types of investment fund – passive and active. Both types aim to make money from whatever assets they hold – usually shares, bonds, cash or property. … WebFactsheet as at : April 12, 2024 Scottish Widows Pension Portfolio Four Pension Fund objective The Fund aims to deliver long-term growth by investing in other funds. The Fund invests with an emphasis on fixed interest securities, with the remainder in equities including a small proportion in listed property securities, by investing predominately
WebFund Factsheets. Important note: This information is only for existing customers to use when assessing the funds in which they're invested. If you want to make changes to the … WebFactsheet as at : April 14, 2024 Scottish Widows Pension Portfolio Three Pension Fund objective The Fund aims to deliver long-term growth by investing in other funds. The Fund invests primarily in equities including a small proportion in listed property securities, with a proportion in fixed interest securities, by investing predominately in ...
WebFund related information (factsheets, prices) should be obtained from the Scottish Widows Adviser Extranet website. ... risks, charges, and expenses of a fund. This and other important information is contained in the prospectus and KIID document. The information is intended to be of general interest only and should not be considered as an offer ...
WebUse fund name, code or other filters to find the fund you need. Find the funds. Factsheets, price & performance. Secondary Navigation 'Factsheets, price & performance' links to … great clips in colorado springsWeb5 Jun 2008 · I am reviewing my pension situation and am struggling to find decent information on a SW stakeholder pension into which I was contributing until a year or two ago. It was a company pension. The fund name is: Scottish Widows Mixed Ord Ser 2 Pens. Its current value is approx. £4250. I don't think I can further contribute to the SW pension … great clips in cromwellWebThe latest fund information for Scottish Widows Mixed Pension Series 2, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager … great clips in cranberryWebScottish Widows' pensions fund range (PDF, 988KB) Retirement Account fund supermarket (PDF, 877KB) SWIS and Clerical Medical life funds (PDF, 432KB) Scottish Widows life … great clips in corpus christi txWebIf you have an existing Scottish Widows pension and are planning to take your pension or any tax-free cash in less than a year from now, call us to discuss your options. If you don’t … great clips in coralvilleWebThe latest fund information for SW Passive Multi Asset II Pn CS1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. great clips in cottonwood heightsWebScottish Widows Growth Funds have exposure to different types of investments as described in the fund aims. These investments can include bonds (also known as fixed … great clips in countryside