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 reportĀ Ā (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 reportĀ (PDF, 741KB)

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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.Ā 

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).

 

Latest updates on Scottish Widows investments

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Fund news

Latest changes and news affecting Scottish Widows investment options

See fund changes