Fund reporting hub
Scottish Widows Intermediary Platform
Managed Growth Funds
A straightforward range of five risk-profiled portfolios, globally diversified across equities, bonds and REITs and designed to help your clients achieve their retirement and investment goals.
Horizon Multi-Asset Funds
Five actively-managed multi-asset portfolios, designed to align with your client's chosen risk profile.
Horizon Multi-Asset Funds quarterly report (PDF, 440KB)
Retirement Account
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2023 Asset Allocation Review report - Pension Portfolio Funds and Retirement Portfolio Funds (PDF, 864KB)
2021 Asset Allocation Review report - Pension Portfolio Funds and Retirement Portfolio Funds (PDF, 833KB)
2021 Asset Allocation Review report - Premier Pension Portfolio funds (PDF, 2MB)
2020 Asset Allocation Review report - Pension Portfolio & Retirement Portfolio Funds (PDF, 2MB)
Workplace clients
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2023 Asset Allocation Review report - Pension Investment Approaches (PDF, 2MB)
2021 Asset Allocation Review report - Pension Investment Approaches (PDF, 1MB)
2020 Asset Allocation Review report - Pension Investment Approaches (PDF, 2MB)