December 2014 review - investment approach changes

OEIC funds

Old investment approach

 

New investment approach

Scottish Widows High Income Bond Fund

Balanced

Progressive

Scottish Widows UK Index-Linked Tracker Fund

Balanced

Progressive

Life and pension funds

Old investment approach

 

New investment approach

Scottish Widows High Income Bond Fund

Balanced

Progressive

Scottish Widows Indexed Stock Fund

Balanced

Progressive

SW SSgA Index Linked Gilts All Stocks Index Fund

Balanced

Progressive

SW SSgA Index Linked Gilts Over 5 Years Index Fund

Balanced Progressive