Expertly managed multi-asset funds

Expertly managed
multi-asset funds

We’ve been providing multi-asset solutions for customers for over 30 years and today manage over £113 billion invested in multi-asset funds. At a time of increased regulation and rising costs, multi-asset funds continue to be a valued option for advisers looking to diversify risk, streamline administration and simplify investment decision making.

Providing multi-asset solutions
for over 30 years.

>£113bn AUM invested in
multi-asset strategies.

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

Introducing our Managed Growth Funds

Scottish Widows Managed Growth Funds are designed to deliver capital growth by investing in a wide range of assets, helping your clients achieve their retirement and investment goals. The funds are managed by the same experienced team behind one of the largest, longest running multi-asset solutions in the market, are subject to an established governance framework and offer a proven track record in asset allocation.

The funds represent a straightforward range of five risk-profiled portfolios, globally diversified across equities, bonds and REITs. The funds benefit from dynamic asset allocation while using predominantly passively managed sub-funds to keep costs low. Scottish Widows’ size and scale means we can leverage our economies of scale, allowing us to pass on the benefit to your clients – leaving more money in their funds with the potential to grow.

Scottish Widows Managed Growth Funds are easy to explain to clients, offering solutions to match their risk appetite and from a well-known brand they can trust.

Independently
risk-profiled

Independently risk-profiled

Independently risk-profiled

By leading risk providers to make it easy to match to client needs, fitting a CIP.

Globally
diversified

Globally diversified

Globally diversified

Diversified across Global Equities, Bonds & REITs via underlying sub-funds.

Expert asset
allocation

Expert asset allocation

Expert asset allocation

Dynamic asset allocation provided by our investment experts.

Robust
governance

Robust governance

Robust governance

Regular reviews of asset allocation and portfolio composition to optimise returns.

Responsibly
invested

Responsibly invested

Responsibly invested

Managing ESG risk and unlocking opportunities.

Delivering
value

Delivering value

Delivering value

0.1% OCF leveraging the scale of Scottish Widows.

Independently risk-profiled

By leading risk providers to make it easy to match to client needs, fitting a CIP.

Globally diversified

Diversified across Global Equities, Bonds & REITs via underlying sub-funds.

Expert asset allocation

Dynamic asset allocation provided by our investment experts.

Robust governance

Regular reviews of asset allocation and portfolio composition to optimise returns.

Responsibly invested

Managing ESG risk and unlocking opportunities.

Delivering value

0.1% OCF leveraging the scale of Scottish Widows.

Managed for Growth

Our strategy centres on an asset allocation approach that is optimised to maximise returns within the requirements of each risk profile. The four stages of our asset allocation process are shown below.

Our strategy centres on an asset allocation approach that is optimised to maximise returns within the requirements of each risk profile. The four stages of our asset allocation process are shown below.

Managed for growth diagram mobile version

Risk profiled to suit a variety
of client needs

Research shows the most important asset allocation decision is market exposure, so we focus on ensuring this aligns with that of key risk profilers. The Managed Growth Funds have been independently risk profiled by leading risk providers, offering a broad spread across risk profiles to let you choose the right option for your clients.

What do the Managed Growth
Funds invest in?

Our dynamic asset allocation approach focuses on the long term and is reviewed periodically. We retain the flexibility to review and adjust the asset mix following large market moves and stress events to ensure the funds are positioned to deliver good customer outcomes over the medium to longer term. We carefully select managers and funds that will help optimise customer returns.

An award-winning platform
designed for advisers

An award-winning platform designed for advisers

With us, you are in control of your clients’ investments. Our technology offers:

A seamless experience, ensuring ease of use and efficiency in managing your investments and reporting.
Our secure, powerful platform connects smoothly into your existing back-office systems.
We’re fully digital and offer over 50 straight through processes to drive maximum efficiency.
We offer tools from EVPro and FE FundCentre, alongside our integrated Capital Gains Tool, to help you scenario plan and access comprehensive insights effortlessly.
Create compelling, customised and branded client reports, at account or product level, that are easy to understand. The report includes summaries of product holdings and activity, transactions and performance.

Explore additional resources

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Expert insights

Enjoy the latest market updates and economic views from industry experts to help you stay informed of what’s topical in the market.

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Managed Growth Fund guide

Read more about the funds and how our asset allocation approach aims to optimise returns for the chosen risk profile.

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Literature library

Useful documents including factsheets, KIIDs, guides and collateral to share with your clients.

Visit literature library

Multi-asset solutions

Find out more about our diverse range of multi-asset solutions available on the Scottish Widows Platform that provide flexibility to meet a variety of clients’ investment objectives.

Find out more about our diverse range of multi-asset solutions available on the Scottish Widows Platform that provide flexibility to meet a variety of clients’ investment objectives.

Explore multi-asset solutions

Partner with us

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.