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Scottish Widows Balanced Income Portfolio Fund (0P0001A1LE.L)

0.9959
+0.0014
+(0.14%)
At close: May 2 at 9:00:00 PM GMT+1
Loading Chart for 0P0001A1LE.L
  • Previous Close 0.9945
  • YTD Return -0.12%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 254.01M
  • Beta (5Y Monthly) 0.82
  • Yield 3.19%
  • 5y Average Return --
  • Holdings Turnover 6.54%
  • Last Dividend 0.01
  • Inception Date Feb 20, 2017

Scottish Widows Unit Trust Managers Ltd

Fund Family

--

Fund Category

254.01M

Net Assets

2017-02-20

Inception Date

Performance Overview: 0P0001A1LE.L

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Trailing returns as of 5/2/2025.

YTD Return

0P0001A1LE.L
0.12%
Category
0.00%
 

1-Year Return

0P0001A1LE.L
4.31%
Category
0.00%
 

3-Year Return

0P0001A1LE.L
1.66%
Category
0.00%
 

5-Year Return

0P0001A1LE.L
4.60%
Category
0.00%
 

Holdings: 0P0001A1LE.L

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Sector Weightings

Sector0P0001A1LE.L
Technology   19.28%
Industrials   10.25%
Healthcare   9.84%
Real Estate   6.31%
Energy   4.46%
Utilities   3.57%

Recent News: 0P0001A1LE.L

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Research Reports: 0P0001A1LE.L

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