Scottish Widows Balanced Income Portfolio A Inc

Category GBP Allocation 40-60% Equity


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Last buy/sell price

117.10p

arrow-up0.30p (+0.26%)

Fund Code

3196456

GB0031964561

Prices updated as at 12 Dec 2025
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Prices in GBX

Investment objective
To provide an income and the potential for capital growth by investing in regulated collective investment schemes. These collective investment schemes will provide exposure to fixed interest securities, together with exposure to a mix of asset classes (including shares, property and cash) and absolute return strategies. Between 45% and 80% of the Fund will provide exposure to fixed interest securities. This will include sterling denominated investment grade bond funds which may consist of corporate, government and index-linked bonds. It may also include overseas and emerging markets corporate and government bond funds, and high yield bond funds.

Company name
Scottish Widows Unit Trust Managers Ltd
Fund launch date
28 Jun 1990
Domicile
United Kingdom
UCITS
Yes
Lead manager
Mark Henzell
Lead manager start date
01 Sep 2002
Lead fund manager biography
UK
Fund manager
Matthew Davies
Manager start date
01 Jul 2013
Fund manager biography
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.
Head office
PO Box 28015
15 Dalkeith Road
Edinburgh
United Kingdom
EH16 5WL
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