Fund reporting hub
Performance reports and investment reviews
Multi-asset funds and lifestyle approaches performance reports
SAVING FOR RETIREMENT
Pension Portfolio Funds - passive, cost-effective and established
Pension Portfolio Funds quarterly report (PDF, 485KB)
Premier Pension Portfolio Funds - broad diversification, varied strategies
Premier Funds quarterly report (PDF, 428KB)
Income in retirement
Retirement Portfolio Funds - volatility management for Drawdown
Retirement Portfolio Funds quarterly report (PDF, 560KB)
Weekly Volatility: Retirement Portfolio Funds - weekly update on our Dynamic Volatility Management (DVM) process
Dynamic Volatility Management status (PDF, 225KB)
Lifestyle strategies
Pension Investment Approaches - lifestyling for Workplace pension schemes
Pension Investment Approaches quarterly report (PDF, 741KB)
Passive Lifestyle Strategy - passively managed solutions for workplace pension schemes
Passive Lifestyle Strategy quarterly report (PDF, 500KB)
Dynamic Lifestyle Strategy - actively managed solutions for workplace pension schemes
Dynamic Lifestyle Strategy quarterly report (PDF, 490KB)
Governed Investment Strategies - lifestyling for Retirement Account
Governed Investment Strategies quarterly report (PDF, 642KB)
Latest Strategic Asset Allocation Reviews
2021 Asset Allocation Review report - Pension Investment Approaches (PDF, 1MB)
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)
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Three year anniversary performance review - Retirement Portfolio Funds (PDF, 770KB)
PIA glidepath review (PDF, 2MB) -
2020 Asset Allocation Review report - Pension Investment Approaches (PDF, 2MB)
2020 Asset Allocation Review report - Pension Portfolio & Retirement Portfolio Funds (PDF, 2MB)
Latest updates on Scottish Widows investments
FUND NEWS
Latest changes and news affecting Scottish Widows investment options