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SCOTTISH WIDOWS FUNDS – INVESTMENT DOCUMENTATION

These are the funds and share classes available to new and existing Scottish Widows OEIC and ISA customers. If you’re an existing customer, please check your annual statement for the funds and share classes you’re invested in.

The investment funds on this page are categorised by type under the four headings described below.

Each of our investment funds carry a risk of loss to capital value but have the potential for capital growth and/or income over the medium to long-term. They don't have any guarantees and will fluctuate in capital value. The risks and growth potential are relatively lower for some funds, and relatively higher for other funds. It's important to understand the specific risks associated with a fund, in order to determine whether it's appropriate for your needs and circumstances. Details are provided in the literature below.

Each fund has a Synthetic Risk and Reward Indicator (SRRI) which is shown in the KIID. The calculation of the SRRI is based on how the share price has moved over the previous five years – known as the volatility of the share price.

We categorise investment periods as follows: Short-term: Up to 5 years, Medium-term: Between 5 and 10 years, Long-term: Over 10 years.

Transaction costs are incurred by our funds when the fund managers buy and sell investments. Please refer to this document for the transaction costs for your fund(s).

Scottish Widows OEIC and ISA funds

Multi-Asset

These funds give you exposure to multiple asset classes (e.g. equities, fixed interest, property etc). The amount invested in each asset class varies across each fund to give different levels of diversification.

Fund Name KIIDs - Initial/existing share class(es) KIIDs - New investment share class(es) SIID Prospectus
Adventurous Solution Fund
Balanced Growth Portfolio Fund
Balanced Portfolio Fund
Balanced Solution Fund
Cautious Portfolio Fund
Cautious Solution Fund
Defensive Solution Fund
Discovery Solution Fund
Diversified Portfolio Fund
Dynamic Income Portfolio Fund
Dynamic Solution Fund
Managed Income Portfolio Fund
Momentum Income Portfolio Fund
Opportunities Portfolio Fund
Progressive Portfolio Fund
Stockmarket Growth Portfolio Fund
Strategic Growth Portfolio Fund
Strategic Solution Fund

Single Asset – Equities

These funds invest primarily in stocks/shares of companies and can differ by geographic focus and/or strategy.

Fund Name KIIDs - Initial/existing share class(es) KIIDs - New investment share class(es) SIID Prospectus
American Growth Fund
Emerging Markets Fund
Environmental Investor Fund
Ethical Fund
European Growth Fund
European Select Growth Fund
Global Growth Fund
Global Select Growth Fund
Japan Growth Fund
Latin American Fund
Pacific Growth Fund
UK Equity Income Fund
UK Growth Fund
UK Select Growth Fund
UK Smaller Companies Fund

Single Asset – UK Equity Tracker

This fund invests in stocks/shares of companies in line with the market index they are aiming to track (e.g. the FTSE All Share Index).

Fund Name KIIDs - Initial/existing share class(es) KIIDs - New investment share class(es) SIID Prospectus
UK Tracker Fund

Single Asset – Fixed Interest

These funds invest in fixed interest securities such as government bonds (known as gilts) and corporate bonds. The underlying investments can differ across each fund.

Fund Name KIIDs - Initial/existing share class(es)Adventurous KIIDs - New investment share class(es) SIID Prospectus
Corporate Bond Fund
Gilt Fund
High Income Bond Fund
High Reserve Fund
International Bond Fund
Strategic Income Fund

Scottish Widows income and growth OEIC & ISA funds

Multi-Asset

These funds give you exposure to multiple asset classes (e.g. equities, fixed interest, property etc). The amount invested in each asset class varies across each fund to give different levels of diversification.

Fund Name KIIDs - Initial/existing share class(es) KIIDs - New investment share class(es) SIID Prospectus
Adventurous Growth
Balanced Growth
Cautious Growth
Progressive Growth

FORMS FOR SCOTTISH WIDOWS UNIT TRUST MANAGERS (SWUTM)

Please use the forms below to make a new application or to switch funds or top-up your current investment.

Application forms

Switch forms

Top-up forms

Declaration form

Fund reports

You can view or download PDFs of the most recent reports and accounts for each of the funds.