Fund reporting hub

Performance reports and investment reviews

Flagship multi-asset funds and lifestyle strategy performance reports

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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)

Scottish Widows Platform Funds

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PREMIER PENSION PORTFOLIO FUNDS

Offering broad diversification and varied investment strategies.

Premier Funds quarterly report (PDF, 644KB)

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PENSION INVESTMENT APPROACHES

Lifestyling for workplace pension schemes.

Pension Investment Approaches quarterly report (PDF, 741KB)

 

Horizon Multi-Asset Funds

Horizon Multi-Asset Funds

Five actively-managed multi-asset portfolios, designed to align with your client's chosen risk profile. Available through our Scottish Widows Platform. 

Horizon Multi-Asset Funds
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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)

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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.

 

Latest updates on Scottish Widows investments

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FUND NEWS

Latest changes and news affecting Scottish Widows investment options

See fund changes