Scottish Widows Balanced Income Portfolio A Inc
Category GBP Allocation 40-60% Equity
Last buy/sell price
108.40p
0.50p (+0.46%)
Fund Code
3196456
GB0031964561
Prices updated as at 23 Apr 2024
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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Matthew Davies, Mark Henzell |
| 109.4 | |
| 100.7 | |
| Fund comparative index | IA Mixed Investment 0-35% Shares |
| Unclassified Sector | |
| - | |
| 1.37 | |
| 0.21 | |
| - | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | Scottish Widows Unit Trust Managers Ltd |
| Share class launch date | 28 Jun 1990 |
| £262.38m | |
| - | |
| - | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
