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Scottish

Price: 186.2000GBX

Change: 0.38%

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Scottish Widows Managed Growth 4 L Acc

Scottish Widows Managed Growth 4 L Acc

ISIN:

GB00BJRSQ785

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Mixed Investment 20-60% Shares

Income type:

Accumulation

Price:

186.2000GBX

02 April 2026

Last change:

0.38%

1 year change:

12.44%

5 year annualised return:

5.57%

12 month yield:

2.20%

Key Investor Information Document (KIID)
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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Scottish Widows Managed Growth 4 L Acc
  • IA Mixed Investment 20-60% Shares
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25 31/03/25 to 31/03/26
Scottish Widows Managed Growth 4 L Acc 4.50% -4.51% 11.63% 5.24% 9.84%
IA Mixed Investment 20-60% Shares 2.73% -4.80% 7.71% 3.71% 8.89%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Scottish Widows Managed Growth 4 L Acc -0.05% 2.14% 12.44% 9.31% 5.57%
IA Mixed Investment 20-60% Shares 0.11% 2.26% 10.82% 7.03% 3.75%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The Fund aims to achieve capital growth by investing in other funds (known as collective investment schemes). These funds provide exposure to shares and bonds and may provide some exposure to alternative assets. Between 40% and 65% of the Fund will provide exposure to shares in the UK, overseas and emerging markets. This allocation may also include real estate investment trusts. Between 35% and 60% of the Fund will provide exposure to bonds, including UK and overseas investment grade* corporate bonds and government bonds. It may also have a small allocation to high yield** corporate bonds and emerging market bonds. Cash and cash like investments may be held (directly or indirectly) as part of this allocation. Up to 20% of the Fund may provide exposure to alternative assets such as commodities, listed infrastructure, or listed private equity. The maximum exposure to any of these sub-asset classes will be 10%. The ACD decides how much to invest in each asset class based on medium to long term outlook and may adjust these allocations over time. The Investment Adviser may make shorter term changes to the asset mix based on market conditions. The ACD selects funds to be used by the Fund which may be passively managed (tracking the performance of an index) or actively managed (where the fund manager uses their expertise to pick investments with an aim to outperform the market) and may include funds managed by the ACD and its associates. The Fund may invest in funds incorporating Environmental, Social and Governance (ESG) factors. Derivatives may be used to achieve the Fund’s investment objective (investment purposes) and to manage the Fund’s risk or cost and/or to generate extra income or growth (efficient portfolio management). This includes making short term changes to the Fund’s currency exposures. The extent of derivative use for investment purposes is dependent on market conditions and will be limited as the intention is that this should not change the risk profile of the Fund. The funds in which the Fund invests may use techniques which are not employed by the Fund itself, for example stock lending and hedging. These techniques are not intended to raise the Fund’s risk profile. * Investment grade bonds have achieved or exceeded a minimum credit rating awarded by a credit rating agency, indicating lower risk as issuers are likely to make their payments. ** High yield bonds, or non-investment grade bonds, have lower ratings and higher risk due to a greater chance of missed payments.

Manager name:

Scottish Wid UT Mgr Limited

Manager start date:

07 February 2020

Investment style:

Balanced

Region (geographical):

Global

Manager Biography:

Joined Schroders in 2003 and is based in London. Portfolio manager in the Multi-Asset team and a member of the Global Asset Allocation Committee. As Head of UK Multi-Asset, Philip is responsible for all UK clients with benchmark, SAA or peer group-based objectives. Member of the Duration risk premia team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with roles including global bonds, money markets and UK government bond portfolios. Transferred to the Multi-Asset team in 2009 and was seconded to New York 2011-2015. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.

Benchmark:

N/A

Sector:

IA Mixed Investment 20-60% Shares

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.10%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Scottish Widows The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 471,918,934.25 GBX

Chart date: April 2, 2026

Top 10 Holdings

Top 10 Holdings
Security Weight
Scottish widows unit trust managers limited international eqty x acc 20.49%
Abrdn global corporate bond screened tracker b acc 11.24%
Scottish widows developed markets tilted equity tracker x 11.20%
Scottish widows developed government bond tracker w acc 9.61%
Scottish widows unit trust managers corporate bond 1 w acc 7.73%
Scottish widows esg-tilted sterling corporate bond w 6.86%
Schroder isf emerging market bond i hedged acc gbp 5.87%
Scottish widows unit trust managers limited emerging markets cls x acc nav 5.54%
Scottish widows high income bd x acc 4.86%
Scottish widows fundamental index global equity x 4.05%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
No results
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about Scottish Widows’ approach to responsible investments.