Expertly managed multi-asset funds

Expertly managed
multi-asset funds

We’ve been providing our customers with multi-asset solutions for over 30 yeas and today, our investment experts mange over £113 billion invested in multi-asset funds. Multi-asset funds aim to balance the risk of loss and maximise returns by spreading investments across a range of different assets, such as equities and bonds. By ‘not putting all your eggs in one basket’, multi-asset funds aim to protect your money and grow your savings.

Providing multi-asset solutions
for over 30 years.

>£113bn invested in
multi-asset strategies.

We look after 6 million customers’ investments and retirement savings.

Introducing our Managed Growth Funds

The Managed Growth Funds have been carefully designed to deliver growth by investing in a mix of assets to help you achieve your retirement and investment goals. There are five funds offering different levels of risk and potential reward so you can choose the right option to suit your needs. Our experts manage the funds with the aim to achieve the maximum returns and keep within the level of risk you’ve chosen.

We know it’s important to provide value for money so we aim to keep costs low so you have more in your fund with the potential to grow.

Five risk-profiled funds

A choice of risk levels so you can choose the right balance of risk and reward for you.

Globally diversified

A mix of assets helps diversify your portfolio to suit different market conditions, aiming to maximise returns.

Value for money

Using passively-managed sub funds and leveraging our size and scale helps us keep costs low.

Managed by investment experts

We monitor and adjust the asset mix to target the best possible return while keeping within your chosen risk level.

Five risk profiled funds

A choice of risk levels so you can choose the right balance of risk and reward for you.

Globally diversified

A mix of assets helps diversify your portfolio to suit different market conditions, aiming to maximise returns.

Value for money

Using passively-managed sub funds and leveraging our size and scale helps us keep costs low.

Managed by investment experts

We monitor and adjust the asset mix to target the best possible return while keeping within your chosen risk level.

Managed for Growth

Our investment experts will carefully research and select the right mix of assets for each fund, regularly check they remains in line within risk level and nanage them to help deliver the best possible returns.

Risk profiled to suit a variety of needs

Everyone has a different risk tolerance when it comes to investing. That’s why our five Managed Growth Funds are each designed to suit a different level of risk, from lower to higher, so you can choose the one that best matches your needs.

To give you extra peace of mind, our funds have been independently risk-profiled by trusted experts in the market.

Understanding risk

To help you understand investment risks of investing in funds, we recommend you always take financial advice. Your financial adviser will discuss with you your personal circumstances, considering your financial goals and how best to achieve them. By assessing your situation, they will be able to advise you on which funds could be suitable for you. You will likely be charged for this service. If you do not have a financial adviser, you can search for one on the website www.unbiased.co.uk.

Your Financial Adviser can help assess your risk profile and guide you to the most appropriate Managed Growth Fund, should you wish to invest.

Income from investments in the Fund will be added to the value of your shares.

Our key terms investment glossary is available to describe any technical investment definitions that you may need help with.

View Glossary

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Explore additional resources

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Factsheets

Read the latest Managed Growth Fund factsheets to view fund objectives, performance and asset allocation.

View factsheets

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Client Guide

An introduction to the Managed Growth Funds, key features and investment process.

View guide

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Literature library

The home for Managed Growth Fund range guides, key investor information documents and more.

View literature library

Horizon funds

Find out more about our volatility managed range of Scottish Widows Horizon Multi-Asset Funds.

View Horizon funds

Scottish Widows products

If you need to get in touch about any other Scottish Widows products speak to your financial adviser or visit the dedicated contact page.

Contact Scottish Widows