Delivering strong Multi-Asset choice

Retirement Account offers a range of multi-asset funds for varying client investment needs. Here you'll find the latest insight, case studies and expert guidance on multi-asset investing.

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10 YEAR PERFORMANCE REPORT

The Pension Portfolio Funds have proven to be among the most robust and reliable multi-asset investments in the market. We look at what’s made them so successful and our confidence in their future success.

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THE IMPACT OF ASSET ALLOCATION

Infographic showing the performance of the Pension Portfolio Funds over 10 years and the impact of changes to asset allocation throughout this timeframe.

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SCOTTISH WIDOWS FAMILY OF FUNDS

Iain McGowan, Director of Investments, takes an in-depth look at our fund range in this Q&A.

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CELEBRATING 10 YEARS OF THE PENSION PORTFOLIO FUNDS

Iain McGowan, Director of Investments,  looks at how we have enhanced our own multi-asset funds and the key drivers of success since we made them available to Retirement Account customers 10 years ago.

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THE FUTURE OF MULTI-ASSET STRATEGIES

Maria Nazarova-Doyle, Head of Pension Investments, looks at what the future might hold for multi-asset strategies, from shifting investment objectives to regulatory scrutiny and responsible investing.

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PENSION PORTFOLIO CASE STUDY

Find out how these funds may be considered suitable for clients with more straightforward retirement planning needs, who would benefit from a multi-asset fund solution that fits with their attitude to risk.

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THE RISK REBATE

One reason for diversification through investing in multi-asset funds that doesn’t always get much attention, but has always played an important role in calculating optimal asset allocations is, what we're calling, the ‘Risk Rebate’.

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ASSET CLASSES ARTICLE

Expert asset allocation is at the heart of deciding the diversification within a multi-asset portfolio to ensure that the investments remain appropriate for a client’s investment objectives.

Technical Guide

Helping you meet your clients’ needs to and through retirement, with a wide range of investment options for both retirement planning and income.

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QUARTERLY MULTI-ASSET REPORTS

Get the latest updates on fund performances and asset allocation.

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RESPONSIBLE INVESTING

Find out about our approach to Responsible Investing including how we have incorporated ESG considerations into our Pension Portfolio Funds. 

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OUR FUNDS

Click on the links below to find out more about our multi-asset funds and lifestyle approaches performance reports.

RETIREMENT ACCOUNT


 A flexible pension plan that supports your clients to and through retirement.

 

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