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

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.

Scottish Widows Progressive Growth Fund P Inc

PO Box 28015
15 Dalkeith Road

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 Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001A1MB.L Category Average
Annual Report Expense Ratio (net) 0.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Not Disclosed, Lead Manager since June 25, 2010

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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