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LSE - Delayed Quote GBP

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

0.9982
+0.0023
+(0.23%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.07%
5y Average Return 3.76%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 10.25%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 10.25%
Worst 3Y Total Return -1.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001A1LE.L
Category
YTD
-0.12%
0.00%
1-Month
-2.14%
0.00%
3-Month
-0.12%
0.00%
1-Year
4.31%
0.00%
3-Year
1.66%
0.00%
5-Year
4.60%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001A1LE.L
Category
2025
--
--
2024
6.71%
--
2023
7.51%
--
2022
-11.17%
--
2021
5.63%
--
2020
2.40%
--
2019
10.25%
--
2018
-4.25%
--

2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.12% -- -- --
2024 2.18% 1.30% 2.57% 0.51%
2023 1.73% -0.58% 0.63% 5.64%
2022 -3.11% -5.57% -5.58% 2.83%
2021 0.26% 2.91% 0.53% 1.83%
2020 -12.07% 9.76% 0.01% 6.10%
2019 4.80% 2.47% 2.44% 0.22%
2018 -3.14% 3.35% 0.46% -4.79%
2017 0.73% 0.58% 2.58% --

Rank in Category (By Total Return)

YTD 48
1-Month 48
3-Month 48
1-Year 34
3-Year 69
5-Year 75

Load Adjusted Returns

1-Year -2.99%
3-Year -0.77%
5-Year 3.09%
10-Year --

Performance & Risk

YTD Return -0.07%
5y Average Return 3.76%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Scottish Widows Unit Trust Managers Ltd
Net Assets 254.01M
YTD Return -0.12%
Yield 3.19%
Morningstar Rating
Inception Date Feb 20, 2017

Fund Summary

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