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Scottish Widows Progressive Growth Portfolio 1 A Acc

ISIN: GB0031903288 | MEX: LBMSTA | CITI: LB28

  • Buy 313.1 GBX

  • Sell 313.1 GBX

  • Price Change 0.51360%

Accumulation

Past Performance

  • 26th Apr 2020 to 26th Apr 202125.18%
  • 26th Apr 2021 to 26th Apr 20225.05%
  • 26th Apr 2022 to 26th Apr 2023-0.11%
  • 26th Apr 2023 to 26th Apr 202411.46%
  • 26th Apr 2024 to 26th Apr 20253.16%
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Objectives and Approach

To provide capital growth through investment in regulated collective investment schemes. These collective investment schemes will provide exposure to shares together with exposure to a mix of asset classes (including fixed interest securities, property and cash) and absolute return strategies. We do not quote a benchmark or outperformance target for the Fund. This is because the asset allocation of the Fund will change over time. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers) to help investors compare funds with broadly similar characteristics. Investors may wish to consider the performance of the Fund by looking at the performance of the “Mixed Investment 40-85% Shares Sector” which as of March 2023 has a broadly similar allocation to shares, fixed interest securities and cash. The Fund may not always align with this sector and any changes will be notified via our website, accessible via the Fund Changes link. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following links:

Key Information

Inception 31st Jan 1995
Historic Yield 2.0000%
Sector IA Unclassified
Fund Size £526.856mn
Fund Type OEIC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		1.2101%
Initial Charge 0%
AMC 0.95%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		1.2101%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -4.40% -7.59% -2.55% 3.16% 14.86% 51.04%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      203,518 bytes PDF Document; last updated 28 Feb 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      103,634 bytes PDF Document; last updated 19 Feb 2025
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,184,744 bytes PDF Document; last updated 31 Aug 2023
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      Management Team

      Philip Chandler has managed this fund for 5 years and 1 month.

      Philip Chandler Managed fund since: August 2020 Phil Chandler is Multi-Asset Manager of the fund, overseeing and determining asset allocations of the underlying funds. Phil initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. He transferred to the Multi-Asset team in 2009. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Philip

      Name of Security Sole/Co Managed Since
      Schroder Bld Portfolio 7 Co Apr 2025
      Schroder Bld Portfolio 3 Co Apr 2025
      Schroder Bld Portfolio 5 Co Apr 2025
      Schroder Bld Portfolio 6 Co Apr 2025
      Schroder GblMltAstGetPrtflio Co Jan 2017
      Scot Wid Bal Inc Prtf Sole Feb 2020
      Schroder GblMltAstBalPrtflio Co Jan 2017
      Schroder Bld Portfolio 8 Co Apr 2025
      Schroder Bld Portfolio 7 Co Apr 2025
      Schroder Bld Portfolio 6 Co Apr 2025
      Schroder GblMultAstCauPrtflio Co Jan 2017
      Schroder GblMltAstAdvtPrtflio Co Jan 2017
      Scot Wid Regular Income Co Mar 2020
      Scot Wid Regular Income Co Mar 2020
      Scot Wid PrgsvGrwPftl2 Co Feb 2020
      Schroder GMAMCP Co Jan 2017
      Scot Wid Bal Inc Prtf Sole Feb 2020
      Scot Wid Bal Gth Pfl Sole Feb 2020

      Investment involves risk. You may get back less than invested.