Halifax - Buy Funds - Investments

At a glance performance and information

Eligibility:

Share Dealing Account

ISA

ShareBuilder

SIPP

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Fund:

Scottish Widows Progressive Growth Portfolio 2 A Acc
Sector:

IA Unclassified
Benchmark:

Index

Discrete calendar year performance

Discrete calendar year performance
Investment	30/09/20 to 30/09/21	30/09/21 to 30/09/22	30/09/22 to 30/09/23	30/09/23 to 30/09/24	30/09/24 to 30/09/25
Scottish Widows Progressive Growth Portfolio 2 A Acc	21.25%	-4.83%	7.31%	15.18%	12.32%
IA Unclassified	15.22%	-9.44%	5.22%	12.76%	9.09%
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 Progressive Growth Portfolio 2 A Acc	8.09%	22.29%	13.80%	11.57%	9.81%
IA Unclassified	5.40%	14.08%	9.92%	9.42%	6.15%
N/A	N/A%	N/A%	N/A%	N/A%	N/A%

Overview

Fund Objective: To provide capital growth through investment in regulated collective investment schemes. These collective investment schemes will provide exposure to shares with some 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 We do not quote a benchmark or outperformance target for the Fund.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:

Manager name	Scottish Wid UT Mgr Limited
Manager start date	28 February 2020
Manager Biography	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.

Investment style:	*None,Passive/Tracking,Growth
Region (geographical)	Global

Benchmark	N/A
Sector	IA Unclassified
FE fundinfo Rating	1 of 5

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.	5.00%
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.	1.02%
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:	Halifax	The cost of buying or selling some or all of your investment.	£9.50 (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
Key Investor Information Document (KIID)Open KIID document
Fees & Charges

Breakdown

Asset Allocation

Fund size: 173,786,663.64 GBX

Chart date: October 10, 2025

Top 10 Holdings

Top 10 Holdings
Security	Weight
Scottish widows unit trust managers limited global growth acc x	13.78%
Scottish widows developed world paris-aligned index equity tracker x	10.54%
Blackrock acs climate transition world equity x4 acc	9.91%
Halifax international growth i	9.88%
Scottish widows unit trust managers limited international eqty x acc	9.49%
Scottish widows uk equity tracker x acc	6.26%
Scottish widows fundamental index global equity x	4.95%
Scottish widows unit trust managers limited emerging markets cls x acc nav	4.12%
Schroder isf emerging market bond i hedged acc gbp	4.00%
Scottish widows corporate bond 1 w	3.97%

Sectors

Sectors
Sectors	Weight
Others	95.45%
Money Market	1.76%
Derivatives	1.44%
Financials	1.35%

World regions

World regions
Country	Weight
Global Exposure	72.40%
United Kingdom	17.83%
Emerging Markets	8.32%
Europe ex-UK	1.54%
Japan	-0.01%
North America	-0.08%

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 responsible investing with Halifax including ESG (Environmental, Social and Governance).

Scottish Widows Progressive Growth Portfolio 2 A Acc