Scottish Widows Progressive Growth Portfolio 2 A Acc

Category GBP Allocation 80%+ Equity

Last buy/sell price

354.80p

arrow-up0.10p (+0.03%)

Fund Code

3190317

GB0031903171

Prices updated as at 02 Jan 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.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Dec 14 - 31 Dec 15	0.35	2.23
31 Dec 15 - 31 Dec 16	19.03	14.13
31 Dec 16 - 31 Dec 17	10.53	12.71
31 Dec 17 - 31 Dec 18	-7.31	-7.20
31 Dec 18 - 31 Dec 19	14.16	18.06
31 Dec 19 - 31 Dec 20	-2.64	6.91
31 Dec 20 - 31 Dec 21	14.97	13.56
31 Dec 21 - 31 Dec 22	-6.62	-9.80
31 Dec 22 - 31 Dec 23	9.90	9.43
31 Dec 23 - 31 Dec 24	11.68	10.96

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	-	-
1 Month	-0.84	-
3 Months	2.04	-
6 Months	3.56	-
1 Year	11.68	-
3 Years annualised	4.65	-
5 Years annualised	5.11	-

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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