Scottish Widows Income and Growth Portfolio OEIC and ISA Funds

Key Investor Information Documents (KIIDs)

Fund NameKIID*Share ClassISIN Number
Scottish Widows Managed Income Portfolio Scottish Widows Managed Income Portfolio A Acc GB00B01ZDB55
Scottish Widows Managed Income Portfolio Scottish Widows Managed Income Portfolio A Inc GB00B0206T88
Scottish Widows Momentum Income Portfolio Scottish Widows Momentum Income Portfolio A Acc GB00B01ZDS23
Scottish Widows Momentum Income Portfolio Scottish Widows Momentum Income Portfolio A Inc GB00B0206Z49
Scottish Widows Balanced Growth Portfolio Scottish Widows Balanced Growth Portfolio A Acc GB00B01ZDW68
Scottish Widows Dynamic Income Portfolio Scottish Widows Dynamic Income Portfolio A Acc GB0031958845
Scottish Widows Dynamic Income Portfolio Scottish Widows Dynamic Income Portfolio A Inc GB0031964561
Scottish Widows Stockmarket Growth Portfolio fund Scottish Widows Stockmarket Growth Portfolio fund A Acc GB0031903171
Scottish Widows Strategic Growth Portfolio fund Scottish Widows Strategic Growth Portfolio fund A Acc GB0031903288

*Key Investor Information Document

 

Supplementary Investor Information Document

This Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant Key Investor Information Document (KIID). Together, they summarise important information about the Scottish Widows Income and Growth Portfolio OEIC and ISA funds that are currently available for your clients to invest in, and provide answers to some important questions.

The Authorised Corporate Director for this fund range is Scottish Widows Unit Trust Managers Limited.

 

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Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 191517.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0845 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

Clerical Medical Investment Group Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

CMI Insurance Company Limited. Scottish Widows is a trading name of CMI Insurance Company Limited. CMI Insurance Company Limited, registered in Isle of Man number 33520. Registered office in the Isle of Man at Clerical Medical House, Victoria Road, Douglas, Isle of Man, IM99 1LT.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

St Andrews Life Assurance plc, registered in England and Wales number 3104670. Registered office in the United Kingdom at 33 Old Broad Street, London, EC2N 1HZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 189101.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601. The main business of Scottish Widows Bank is arranging, entering into and administering mortgages and accepting deposits.

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