Fund commentary

Market Review
European stock markets led the way lower during April amid growing concern about Spain's ability to meet debt reduction targets. Worries about the financial stability of the country's banking sector also hit sentiment. Other markets performed slightly better, helped by corporate results. Corporate bonds also retreated.

Fund Performance
The Fund underperformed the sector average in April with the main impacts coming from the holdings in UK equities, overseas equities and real estate. The key positive contribution came from overseas high yield bonds.

Fund Positioning
Within the portfolio we have maintained a pro-risk stance with a modest overweight position in equities. Meanwhile, the Fund retains a comparative lack of exposure to government bonds, which still offer very little value at current levels.


Jeff King
30 April 2012

Important Information

Important Information

For professional clients only – not to be relied upon by retail clients

The content of this website is intended for professional clients only and should not be accessed by individual retail investors.

The pages of this website are prepared and issued in the country of domicile to which you agreed on entry to it, and are intended for the information and use by residents of that country only. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
Please click on the “Accept” button to confirm that you have read and understood the information given on our Legal and Privacy page and that you will accept cookies from this site. For more information about our Cookie policy and how to disable cookies on your computer please see the Privacy section on our Legal and Privacy page.


I have read the above Important Information and confirm that I accept cookies from this website and wish to continue

I have read the above Important Information and do not wish to continue using this website

Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).