Skip to main content

Scottish Widows Balanced Growth Portfolio Fund

The following information for the Scottish Widows Balanced Growth Portfolio Fund is as of the 31st December 2021.

If you would like up to date information you can access this on your MyPlans account >

Fund Objective

The Fund aims to provide capital growth by investing 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. Absolute return strategies aim to provide positive returns regardless of market conditions.

Asset Allocation

The range of assets which form part of your fund and what it invests in.

2021 Scottish Widows sector allocation pie chart

How has the fund been performing?

See how the unit price of this fund has performed over the past 5 years.


Growth to 31st Dec 2021

Fund name

1 Yr

3 Yrs

5 Yrs

Scottish Widows Balanced Growth Portfolio  Fund

8.5% 22.1% 22.5%


Change in price of units over one year period to 31st Dec 2021

Fund name






Scottish Widows Balanced Growth Portfolio Fund

8.5% 0.8% 11.7% -5.9% 6.6%

Scottish widows performance graph 2021

Please remember that, with a unit-linked investment, the value of your investment may go down as well as up, and that past performance should not be seen as an indication of future performance.

navy arrow icon

Manage your savings online with MyPlans

View your Plan value, fund information and make payments into the plan in a few simple clicks.

Activate your account >