LSE - Delayed Quote GBp
Scottish Widows Progressive Growth Fund P Inc (0P0001A1MB.L)
122.60
0.00
(0.00%)
At close: July 23 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 16.91% |
| Worst 1Y Total Return | -3.95% |
| Best 3Y Total Return | 16.91% |
| Worst 3Y Total Return | 3.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001A1MB.L
Category
- YTD
- 8.59%
- 0.00%
- 1-Month
- 0.08%
- 0.00%
- 3-Month
- 2.17%
- 0.00%
- 1-Year
- 19.68%
- 0.00%
- 3-Year
- 5.77%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001A1MB.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 3.99% | 5.03% | -- | -- |
| 2020 | -20.47% | 11.54% | 0.53% | 11.01% |
| 2019 | 6.21% | 3.16% | 3.58% | 3.02% |
| 2018 | -4.00% | 5.52% | 3.32% | -8.24% |
| 2017 | 0.99% | 2.78% | 3.97% | -- |
Rank in Category (By Total Return)
| YTD | 10 |
| 1-Month | 51 |
| 3-Month | 42 |
| 1-Year | 15 |
| 3-Year | 57 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 21.88% |
| 3-Year | 6.23% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Fund Overview
| Category | GBP Allocation 60-80% Equity |
| Fund Family | Scottish Widows Unit Trust Managers Ltd |
| Net Assets | 104.24M |
| YTD Return | 8.59% |
| Yield | 1.51% |
| Morningstar Rating | |
| Inception Date | Feb 20, 2017 |
Fund Summary
To provide capital growth through investment in collective investment schemes. These collective investment schemes will provide exposure to shares, with the remainder providing exposure to a mix of asset classes (including, but not limited to, property assets and fixed interest securities) and absolute return strategies. At least 50% of the Fund will provide exposure to shares. This may include UK, overseas and emerging market shares.
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