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