Fund reporting hub
Performance reports and investment reviews
Flagship multi-asset funds and lifestyle strategy performance reports
PENSION PORTFOLIO AND RETIREMENT PORTFOLIO FUNDS
Our passive, cost-effective and established Pension Portfolio Funds and Retirement Portfolio Funds which are volatility-managed for drawdown.
Pension Portfolio and Retirement Portfolio Funds quarterly report (PDF, 437KB)
PREMIER PENSION PORTFOLIO FUNDS
Offering broad diversification and varied investment strategies.
Premier Funds quarterly report (PDF, 644KB)
PENSION INVESTMENT APPROACHES
Lifestyling for workplace pension schemes.
Pension Investment Approaches quarterly report (PDF, 741KB)
WEEKLY DYNAMIC VOLATILITY STATUS
Weekly update on the Dynamic Volatility Management (DVM) used in our Retirement Portfolio Funds to de-risk equities when volatility exceeds a threshold.
Dynamic Volatility Management status (PDF, 225KB)
Latest Strategic Asset Allocation Reviews
2023 Asset Allocation Review report - Pension Investment Approaches (PDF, 2MB)
2023 Asset Allocation Review report - Pension Portfolio Funds and Retirement Portfolio Funds (PDF, 864KB)
Our asset allocation approach is guided by our set of investment beliefs (PDF, 700KB).
Watch our film to find out how our investment beliefs have been applied in our latest review.
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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)
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