Scottish Widows Managed Funds
GPTKB entity
Statements (72)
Predicate | Object |
---|---|
gptkbp:instance_of |
gptkb:fund
|
gptkbp:bfsLayer |
6
|
gptkbp:bfsParent |
gptkb:Scottish_Widows_Insurance
|
gptkbp:brand |
Strong brand in the UK
|
gptkbp:client |
gptkb:television_series
Retail and institutional investors Dedicated support team Streamlined process |
gptkbp:cultural_representation |
Global
|
gptkbp:customer_support |
Workshops and seminars
Available online and by phone |
gptkbp:depicted_in |
Regular disclosures
|
gptkbp:dividend_yield |
Reinvested dividends
|
gptkbp:feedback |
Positive reviews
High satisfaction ratings |
gptkbp:financial_products |
Comprehensive services offered
Promotes understanding of investments |
gptkbp:focus_area |
Global markets
|
gptkbp:future_plans |
Align with client objectives
|
gptkbp:historical_period |
Daily
5% per annum |
https://www.w3.org/2000/01/rdf-schema#label |
Scottish Widows Managed Funds
|
gptkbp:in-game_currency |
GBP
|
gptkbp:investment |
gptkb:None
Long-term capital appreciation £500 Diversified Regular newsletters Market risk Active management Experienced professionals 5 years or more In-house research team Positive long-term growth Risk-adjusted returns Active engagement with investors Capital growth Growth and value Flexible investment options Consistent returns over time Online platform available |
gptkbp:is_available_in |
UK investors
|
gptkbp:is_monitored_by |
Monthly updates
|
gptkbp:is_reviewed_by |
Annual reviews
|
gptkbp:launch_date |
gptkb:1999
|
gptkbp:managed_by |
gptkb:Scottish_Widows
|
gptkbp:market |
gptkb:High
Leading managed fund provider |
gptkbp:marketing_strategy |
Digital and traditional channels
|
gptkbp:mentor |
Available for consultation
|
gptkbp:partnerships |
Collaborations with financial institutions
|
gptkbp:performance |
gptkb:FTSE_All-Share_Index
Quarterly Sharpe ratio |
gptkbp:population_trend |
Adaptable to changing markets
|
gptkbp:production_company |
Equities, Bonds, Cash
|
gptkbp:receives_funding_from |
gptkb:Scottish_Widows_Investment_Partnership
Equities £1 billion Dynamic allocation Professional management team Open-ended fund Benchmarked against peers |
gptkbp:regulatory_body |
gptkb:Financial_Conduct_Authority
|
gptkbp:regulatory_compliance |
FCA regulations
|
gptkbp:revenue |
gptkb:None
1.5% annual management fee |
gptkbp:risk_factor |
gptkb:tank
|
gptkbp:student_enrollment |
gptkb:High
|
gptkbp:sustainability |
ESG considerations
|
gptkbp:target_market |
Long-term investors
|
gptkbp:type_of |
Capital gains tax applicable
|