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 Landscape: Not too hot, not too cold: Are Markets living in a Goldilocks scenario?
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