About our funds

Find out about your clients’ existing funds and other available choices

FUND RANGES, CHARGES AND DISTRIBUTIONS

OUR FUND CHARGES

OUR FUND CHARGES

Details of the charges for Scottish Widows, Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds.

Check fund charges

HOW WE MANAGE FUND DISTRIBUTIONS

HOW WE MANAGE FUND DISTRIBUTIONS

See how some of our Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds distribute income.

Check fund distribution Click to check fund distribution

You can access the latest European MiFID template (EMT) for our Scottish Widows and Halifax OEIC Funds (Excel, 286KB)

Helping you understand our funds

SEARCH FOR FUNDS

SEARCH FOR FUNDS

Find the right funds for your clients.

Fund search Takes you to our funds search tool.

RETIREMENT ACCOUNT INVESTMENT OPTIONS

RETIREMENT ACCOUNT INVESTMENT OPTIONS

Look at investment options with Retirement Account.

Retirement Account funds information

WORKPLACE INVESTMENT PROPOSITION

WORKPLACE INVESTMENT PROPOSITION

Look at investment options for workplace savings.

Workplace funds Click for workplace funds

SCOTTISH WIDOWS PLATFORM​ INVESTMENTS

SCOTTISH WIDOWS PLATFORM​ INVESTMENTS

Look at investment options for our Platform.​

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