Scottish Widows Regular Income Fund Class A Inc
Category GBP Allocation 60-80% Equity
Last buy/sell price
128.00p
-0.20p (-0.16%)
Fund Code
3164293
GB0031642936
Prices updated as at 03 Apr 2025
|
Prices in GBX
Investment objective
The fund seeks to provide a regular quarterly income whilst providing potential for capital growth through investment in the UK. At least 80% of the Fund will invest in a diversified portfolio of UK shares and fixed interest securities. It may also invest in shares and fixed interest securities in Europe.
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
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 7.92 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | -5.27 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 17.75 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | -1.15 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 4.41 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | -17.60 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 22.38 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | 6.86 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | -2.10 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 8.15 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | 8.57 | 3.06 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | -0.85 | 0.16 |
| 1 Month | -1.32 | -3.13 |
| 3 Months | 4.37 | -1.07 |
| 6 Months | 3.26 | -0.22 |
| 1 Year | 7.64 | 3.29 |
| 3 Years annualised | 4.71 | 2.90 |
| 5 Years annualised | 7.95 | 7.86 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
