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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.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James Investment Services Ltd
  • Transact(UK)
  • Fidelity Funds Network(UK)
  • Nucleus Financial Group PLC

Fund Summary

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

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

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