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.

Dynamic Volatility Management Process

Multi-asset funds can help mitigate market volatility. Watch our short film to see how our Retirement Portfolio Funds have an innovative way to manage volatility risk further. 

THE RISK REBATE

There are a number of reasons why diversification through investing in multi-asset funds is a sound and popular strategy for investors. One of these reasons doesn’t always get much attention, but has always played an important role in calculating optimal asset allocations. We’re calling it the ‘Risk Rebate’.

 ASSET CLASSES ARTICLE

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 

SCOTTISH WIDOWS FAMILY OF FUNDS

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

CUSTOMER GUIDE TO MULTI-ASSET FUNDS

Multi-asset fund guide to help with your client conversations.

MARKET VOLATILITY

Read our latest market news and how our Dynamic Volatility Management process is handling equity exposure for our Retirement Portfolio Funds.

QUARTERLY MULTI-ASSET REPORTS

Get the latest updates on fund performances and asset allocation.

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Retirement Portfolio Funds

Find out how these funds can help mitigate the different risks faced by drawdown investors and aim to deliver an opportunity for long term growth and sustainability of income withdrawals.

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PENSION PORTFOLIO FUNDS

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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PREMIER PENSION PORTFOLIO FUNDS

Our Premier Portfolios offer your clients the opportunity for potentially better ‘risk-adjusted’ returns by using a broader range of asset classes, a degree of active management and more specialised investment strategies.

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RETIREMENT ACCOUNT


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

 

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