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Investment documentation

Existing customers

If you’re an existing customer, this information will enable you to review the funds in which you have invested.

The Key Investor Information Documents are designed to give you information on each fund in our range, including fund objectives, risk and reward profile, charges and fund performance. They can be saved or printed for your records. Simply choose the relevant fund from the list below. Each Supplementary Investor Information Document is designed to be read alongside the relevant Key Investor Information Document. Together they summarise important information about our funds. It is important that you continue to review the risk level of your funds so that you remain comfortable with the level of risk you are taking.

Investor Information Documents - funds purchased after 28th June 2010

Key Investor Information Documents

Scottish Widows Adventurous GrowthOpens in a new browser window

Scottish Widows Balanced GrowthOpens in a new browser window

Scottish Widows Cautious GrowthOpens in a new browser window

Scottish Widows Progressive GrowthOpens in a new browser window

Supplementary Investor Information Document

Supplementary Investor Information DocumentOpens in a new browser window

Investor Information Documents - funds purchased before 28th June 2010

Key Investor Information Documents (KIIDs)

Your share class can be found on your annual statement and the contract note you received after investing.

Fund name Share Class A Accumulation Share Class A Income Share Class B Accumulation Share Class B Income Share Class C Income
Scottish Widows American Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows Balanced Growth Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Balanced Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Cautious Portfolio Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows Corporate Bond Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window Share Class B Acc.Opens in a new browser window Share Class B IncomeOpens in a new browser window  
Scottish Widows Dynamic Income Portfolio Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows Emerging Markets Share Class A Acc.Opens in a new browser window        
Scottish Widows Environmental Investor Share Class A Acc.Opens in a new browser window        
Scottish Widows Ethical Share Class A Acc.Opens in a new browser window   Share Class B Acc.Opens in a new browser window    
Scottish Widows European Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows European Select Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows Gilt Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window   Share Class B IncomeOpens in a new browser window  
Scottish Widows Global Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows Global Select Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows High Income Bond Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows High Reserve Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows International Bond Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows Japan Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows Latin American Share Class A Acc.Opens in a new browser window        
Scottish Widows Managed Income Portfolio Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows Momentum Income Portfolio Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows Opportunities Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Pacific Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows Progressive Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Safety Plus Share Class A Acc.Opens in a new browser window        
Scottish Widows Stockmarket Growth Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Strategic Growth Portfolio Share Class A Acc.Opens in a new browser window        
Scottish Widows Strategic Income Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window      
Scottish Widows UK Equity Income Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window     Share Class C IncomeOpens in a new browser window
Scottish Widows UK Growth Share Class A Acc.Opens in a new browser window   Share Class B Acc.Opens in a new browser window   Share Class C IncomeOpens in a new browser window
Scottish Widows UK Select Growth Share Class A Acc.Opens in a new browser window        
Scottish Widows UK Smaller Companies Share Class A Acc.Opens in a new browser window        
Scottish Widows UK Tracker Share Class A Acc.Opens in a new browser window Share Class A IncomeOpens in a new browser window Share Class B Acc.Opens in a new browser window Share Class B IncomeOpens in a new browser window  
Supplementary Investor Information Document

Supplementary Investor Information DocumentOpens in a new browser window

UK Tracker Fund ISA