Fund reporting hub

Performance reports and investment reviews

Multi-asset funds and lifestyle approaches performance reports

SAVING FOR RETIREMENT

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)

Income in retirement

Retirement Portfolio Funds - volatility management for Drawdown

Retirement Portfolio Funds quarterly performance update (PDF)

 

Weekly Volatility: Retirement Portfolio Funds - weekly update on our Dynamic Volatility Management (DVM) process

Dynamic Volatility Management status (PDF)

Lifestyle strategies

Pension Investment Approaches - lifestyling for Workplace pension schemes

Pension Investment Approaches: Quarterly factsheet (PDF)

 

Governed Investment Strategies - lifestyling for Retirement Account

GIS Performance factsheet (PDF)

Broader fund range performance and information

Latest updates on Scottish Widows investments

FUND NEWS

Latest changes and news affecting Scottish Widows investment options

See fund changes