Scottish Widows Progressive Growth Portfolio 2 A Acc

Category GBP Allocation 80%+ Equity
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Last buy/sell price

403.10p

arrow-up1.40p (+0.35%)

Fund Code

3190317

GB0031903171

Prices updated as at 19 Dec 2025
|
Prices in GBX
Investment objective
The fund aims to provide capital growth through investment in regulated collective investment schemes. These collective investment schemes will provide exposure to shares with some exposure to a mix of asset classes (including fixed interest securities, property and cash) and absolute return strategies. At least 60% of the Fund will provide exposure to shares. This can include funds which may consist of UK, overseas and emerging markets shares.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Portfolio as of 30/11/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

33.50%

% Weight
Value
Core
Growth
Large

28

34

17

Medium

6

9

4

Small

1

1

0

  • Interest rate risk

    Bond %
    Avg credit qualityBB
    Avg wtd coupon4.83
    Modified duration6.43

  • Credit quality breakdown

    Rating% of Bond
    AAA2.03
    AA19.08
    A15.01
    BBB24.6
    BB14.14
    B9.25
    Below B2.16
    Not Rated13.72

Valuation

Scottish Widows Progressive Growth Portfolio 2 A Acc
GBP Allocation 80%+ Equity

16.09

16.09
17.47

1.84

1.84
2.00

2.52

2.52
2.69

10.24

10.24
12.07

Growth rate

Scottish Widows Progressive Growth Portfolio 2 A Acc
GBP Allocation 80%+ Equity

9.27%

9.27%
9.10%

2.47%

2.47%
2.18%

4.80%

4.80%
7.14%

Top 10 holdings

1
Scottish Widows Global Growth X
Sector
-
Country
United Kingdom
% of assets
13.97431
2
ScottishWidowsDevWldParisalgndIdxEqTrkrX
Sector
-
Country
United Kingdom
% of assets
10.61077
3
ACS Clmt Transition Scrn & Optd Eq X4
Sector
-
Country
United Kingdom
% of assets
10.03931
4
Halifax Intl Gr I
Sector
-
Country
United Kingdom
% of assets
9.95576
5
Scottish Widows Intl Eq X
Sector
-
Country
United Kingdom
% of assets
9.43571
6
Scottish Widows UK Equity Tracker X Acc
Sector
-
Country
United Kingdom
% of assets
6.42907
7
Scottish Widows Fdmtl Idx Glbl Eq X
Sector
-
Country
United Kingdom
% of assets
5.05368
8
Scottish Widows Emerg Markets X
Sector
-
Country
United Kingdom
% of assets
4.25982
9
Scottish Widows International Bd W
Sector
-
Country
United Kingdom
% of assets
3.89438
10
Schroder ISF Emerg Mkt Bd I Acc GBP H
Sector
-
Country
Luxembourg
% of assets
3.8847
Assets in top 10 holdings %

77.54%

Total no. of equity holdings

-

Total no. of bond holdings

2.00

Stock sectors

Scottish Widows Progressive Growth Portfolio 2 A Acc
GBP Allocation 80%+ Equity

35.87%

Basic materials

5.39%
-

Con cyclical

8.75%
-

Financial svs

18.62%
-

Real estate

3.11%
-

46.69%

Comm services

8.23%
-

Energy

4.05%
-

Industrials

11.61%
-

Technology

22.80%
-

17.44%

Con defensive

5.13%
-

Healthcare

8.47%
-

Utilities

3.84%
-


Important Information

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