Fund reporting hub

Performance reports and investment reviews

Multi-asset funds and lifestyle approaches performance reports

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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)

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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

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)

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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 reportPremier Pension Portfolio funds (PDF, 2MB)

Latest updates on Scottish Widows investments

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FUND NEWS

Latest changes and news affecting Scottish Widows investment options

See fund changes