Key Information Documents (KIDs) for Investment Bond

- for use from 1st January 2018

Fund NameKID
SWIS Absolute Return Fund Scottish Widows Cautious Portfolio Fund
SWIS Adventurous Fund Scottish Widows Cautious Portfolio Fund
SWIS Balanced Fund Scottish Widows Cautious Portfolio Fund
SWIS Balanced Fund of Funds Scottish Widows Cautious Portfolio Fund
SWIS Cash Fund Scottish Widows Cautious Portfolio Fund
SWIS Cautious Fund Scottish Widows Cautious Portfolio Fund
SWIS Corporate Bond Fund Scottish Widows Cautious Portfolio Fund
SWIS Distribution Series 2 (Acc) Fund Scottish Widows Cautious Portfolio Fund
SWIS Distribution Series 2 (Inc) Fund Scottish Widows Cautious Portfolio Fund
SWIS Dynamic Return Fund Scottish Widows Cautious Portfolio Fund
SWIS Ethical Fund Scottish Widows Cautious Portfolio Fund
SWIS European Fund Scottish Widows Cautious Portfolio Fund
SWIS Far Eastern Fund Scottish Widows Cautious Portfolio Fund
SWIS Gilt & Fixed Interest Fund Scottish Widows Cautious Portfolio Fund
SWIS International Fixed Income Fund Scottish Widows Cautious Portfolio Fund
SWIS International Growth Fund Scottish Widows Cautious Portfolio Fund
SWIS Japanese Fund Scottish Widows Cautious Portfolio Fund
SWIS Managed Income (Acc) Fund Scottish Widows Cautious Portfolio Fund
SWIS Managed Income (Inc) Fund Scottish Widows Cautious Portfolio Fund
SWIS Non Equity Fund Scottish Widows Cautious Portfolio Fund
SWIS North American Fund Scottish Widows Cautious Portfolio Fund
SWIS Smaller Companies Fund Scottish Widows Cautious Portfolio Fund
SWIS Special Situations Fund Scottish Widows Cautious Portfolio Fund
SWIS Target Return Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Equity Fund of Funds Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Equity Income (Acc) Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Equity Income (Inc) Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Gilt Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Growth Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Index Linked Gilt Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Property Fund Scottish Widows Cautious Portfolio Fund
SWIS UK Smaller Companies Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity American Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Defensive Managed Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity European Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Extra Income Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Moneybuilder Growth Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Moneybuilder Income Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity South East Asia Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Wealthbuilder Fund Scottish Widows Cautious Portfolio Fund
CM Fidelity Worldwide Special Situations Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Corporate Bond Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Distribution Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Global Emerging Markets Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Global Bond Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Global Smaller Companies Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual High Income Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Hong Kong & China Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual Monthly Income Plus Fund Scottish Widows Cautious Portfolio Fund
CM Invesco Perpetual UK Focus Fund Scottish Widows Cautious Portfolio Fund
CM Boston Company US Opportunities Fund Scottish Widows Cautious Portfolio Fund
CM Newton Continental European Fund Scottish Widows Cautious Portfolio Fund
CM Newton Global Equity Fund Scottish Widows Cautious Portfolio Fund
CM Newton Global Income Fund Scottish Widows Cautious Portfolio Fund
CM Newton International Bond Fund Scottish Widows Cautious Portfolio Fund
CM Newton Multi-Asset Balanced Fund Scottish Widows Cautious Portfolio Fund
CM Newton Multi-Asset Diversified Return Fund Scottish Widows Cautious Portfolio Fund
CM Newton Multi-Asset Growth Fund Scottish Widows Cautious Portfolio Fund
CM Newton UK Equity Fund Scottish Widows Cautious Portfolio Fund
CM Newton UK Income Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Corporate Bond Fund Scottish Widows Cautious Portfolio Fund
CM Schroder European Alpha Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Gilt & Fixed Interest Fund Scottish Widows Cautious Portfolio Fund
CM Schroder QEP Global Core Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Global Equity Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Global Cities Real Estate Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Income Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Managed Balanced Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Monthly High Income Fund Scottish Widows Cautious Portfolio Fund
CM Schroder Tokyo Fund Scottish Widows Cautious Portfolio Fund
CM Schroder UK Mid 250 Fund Scottish Widows Cautious Portfolio Fund
CM Schroder UK Smaller Companies Fund Scottish Widows Cautious Portfolio Fund
CM Schroder US Small & Mid Cap Fund Scottish Widows Cautious Portfolio Fund
CM UBS Global Allocation Fund Scottish Widows Cautious Portfolio Fund
CM UBS Global Growth Fund Scottish Widows Cautious Portfolio Fund
CM UBS UK Opportunities Fund Scottish Widows Cautious Portfolio Fund
CM UBS US Equity Fund Scottish Widows Cautious Portfolio Fund
CM UK Smaller Companies Fund Scottish Widows Cautious Portfolio Fund
CM Veritas Asian Fund Scottish Widows Cautious Portfolio Fund

 

Additional Information Document

 AID
Additional Information Document Scottish Widows Cautious Portfolio Fund

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

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: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

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.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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