Fund reporting hub

Performance reports and investment reviews

Multi-asset funds and lifestyle approaches performance reports

Piggy bank


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)

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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)

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Lifestyle strategies

Passive Lifestyle Strategy - passively managed solutions

Passive Lifestyle Strategy quarterly report (PDF 500KB)


Dynamic Lifestyle Strategy - actively managed solutions

Dynamic Lifestyle Strategy quarterly report (PDF 490KB)


Pension Investment Approaches - lifestyling for Workplace pension schemes

Pension Investment Approaches quarterly report (PDF 741KB)


Governed Investment Strategies - lifestyling for Retirement Account

Governed Investment Strategies quarterly report (PDF 642KB)

Broader fund range performance and information

Latest updates on Scottish Widows investments

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Latest changes and news affecting Scottish Widows investment options

See fund changes