Scottish Widows Regular Income Fund Class A Inc

Category GBP Allocation 60-80% Equity
star-filledstar-filled
Last buy/sell price

129.10p

arrow-down-0.20p (-0.15%)

Fund Code

3164293

GB0031642936

Prices updated as at 09 May 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.
Company name
Scottish Widows Unit Trust Managers Ltd
Fund launch date
04 Jan 1995
Domicile
United Kingdom
UCITS
Yes
Lead manager
Matthew Davies
Lead manager start date
01 Jan 2010
Lead 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.
Fund manager
Mark Henzell
Manager start date
01 Jan 2010
Fund manager biography
UK
Head office
PO Box 28015
15 Dalkeith Road
Edinburgh
United Kingdom
EH16 5WL
Got a question?
Get in touch
we're here to help:
+44 8458450066
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.