July 2007 review - investment approach changes

OEIC funds

Old investment approach

 

New investment approach

Scottish Widows Euroland

Specialist

Adventurous

Scottish Widows European Growth

Specialist

Adventurous

Scottish Widows European Select Growth

Specialist

Adventurous

Scottish Widows Strategic Income

Balanced

Cautious

Scottish Widows UK Index Linked Tracker

Progressive

Balanced

Life and pension funds

Old investment approach

 

New investment approach

Scottish Widows European

Specialist

Adventurous

Scottish Widows European Real Estate

Specialist

Adventurous

Scottish Widows Indexed Stock

Progressive

Balanced

Scottish Widows International

Progressive

Adventurous

Scottish Widows Property

Progressive

Balanced

Scottish Widows Strategic Income Bond

Balanced

Cautious

SW Fidelity European

Specialist

Adventurous

SW Newton Continental Europe

Specialist

Adventurous

SW Threadneedle European Select

Specialist

Adventurous

The funds below previously had no risk rating, and have now been allocated an investment approach category:

Life and pension funds

 

New investment approach

SW Fidelity Global Special Situations

Adventurous

SW Fidelity Special Situations (2006)

Adventurous

SW Fidelity 50:50 Special Situations

Adventurous

SW SSgA International Equity Index (pension)

Adventurous

SW SSgA UK Equity Index (pension)

Adventurous