Fund reporting hub
Key multi-asset fund reports, market insight and investment governance.
Multi-asset portfolio funds quarterly reports
Updates on fund performance, asset allocation and market commentary.
Pension Portfolio Funds - passive, cost-effective and established
Pension Portfolio Funds quarterly report (PDF)
Premier Pension Portfolio Funds - broad diversification, varied strategies
Premier Funds quarterly report (PDF)
Retirement Portfolio Funds - volatility management for Drawdown
Retirement Portfolio Funds quarterly performance update (PDF)
Pension Investment Approaches - lifestyling for Workplace pension schemes
Pension Investment Approaches: Quarterly factsheet (PDF)
Governed Investment Strategies - lifestyling for Retirement Account
Other key reports and updates
A range of items keeping you up to date with our investments and the markets.
Strategic Asset Allocation Reviews
2020 Pension Portfolio Funds and Retirement Portfolio Funds Review (PDF)
Weekly Volatility: Retirement Portfolio Funds - weekly update on our Dynamic Volatility Management (DVM) process
Dynamic Volatility Management status (PDF)
Monthly market update - sharing our insight on the wider markets
Market Update: Latest summary of Market Conditions (PDF)
Fundstalk - topical news and insight from our investment experts
Latest investment bulletins - catching up on Scottish Widows investment updates
Market Outlook 2020
Investment Governance
The work we do to help keep our investment options on track and suitable for your clients.
Governance summary - a quick overview of our governance approach
The Reassurance of Robust Governance (PDF)
Latest governance reporting - all the latest governance news and reporting
Governance updates and approach
Key investment governance teams - how two key teams keep on top of crucial investment elements