Voting results

Proposal to merge seven solution funds into the Investment Portfolio ICVC and change of management

The results of the Extraordinary General Meetings which took place on 29th August 2019, between 10:45am and 12.15pm, at Scottish Widows, Port Hamilton, 69 Morrison Street, Edinburgh, EH3 8YF.

The proposals were to merge the existing seven Solution funds in the Scottish Widows Investment Solutions Funds Investment Company with Variable Capital (ICVC) into new corresponding Solution funds within the Investment Portfolio ICVC.

The results were as follows:

Fund name For Against Proposal Carried?

Adventurous solution

99.56% 0.44% Yes

Balanced solution

96.40% 3.60% Yes

Cautious solution

95.56% 4.44% Yes

Defensive solution

95.81% 4.19% Yes

Discovery solution

97.11% 2.89% Yes

Dynamic solution

98.75% 1.25% Yes

Strategic solution

96.68% 3.32% Yes

Further information

Independent advice

If you’re unsure about how any of these changes may affect your investments, we recommend that you speak to an independent adviser. If you don’t have an adviser you can find one at unbiased. Remember a financial adviser may charge for any advice they give.

You can find free and impartial money guidance from the government at www.moneyadviceservice.org.uk or by calling free:

0800 138 7777

Monday to Friday from 8am to 8pm, and Saturday from 9am to 1pm.

Glossary

It’s difficult to avoid jargon in financial services, so you may have come across some unfamiliar expressions. We’ve explained them here.

See glossary

Document library

View all documents relating to the fund changes.

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