Scottish Widows Balanced Income Portfolio A Inc
Category GBP Allocation 40-60% Equity
Last buy/sell price
109.70p
-0.30p (-0.27%)
Fund Code
3196456
GB0031964561
Prices updated as at 06 May 2025
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
Annual charges
Product charges | |
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0.96 | |
0.22 | |
No | |
- | |
- | |
- | |
Minimum investment | - |
Documents
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Please note that service charges will also apply. Read more about our fees.