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Scottish Widows Progressive Portfolio Fund P Acc (0P0001A1ME.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1.29800.0000 (0.00%)
At close: 09:00PM BST

Scottish Widows Progressive Portfolio Fund P Acc

PO Box 28015

15 Dalkeith Road

Management information
Mark Henzell,Lead manager since 28 January 2002
UK
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGBP Allocation 60-80% Equity
Fund familyScottish Widows Unit Trust Managers Ltd
Net assets60.05M
YTD return7.45%
Yield0.40%
Morningstar rating★★★
Inception date20 Feb 2017

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover51.22%
Average for categoryN/A

Fees and expenses

Expense0P0001A1ME.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load7.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A