Features and Articles



This page details articles and features that will help promote both Scottish Widow's and SWIP's Multi-Manager capabilities to your clients.

Jan 2007 - 2006 in Review: All Manager Changes

2006 in Review: All Manager Changes

The Scottish Widows Multi Manager Portfolio funds were created in 2002 as risk profiled funds of Russell’s Multi Manager Funds to meet the core long term investment needs of UK clients. Russell Investments continually monitors the managers employed within these funds and this document outlines the activity over the past year.


June 2006 - How to Behave During Periods of Market Volatility

How to Behave During Periods of Market Volatility

Over the three years to the end of April 2006 the UK equity market has returned nearly 80%. More recently equity markets have entered a period of uncertainty. For example, the FTSE All-Share declined by almost 8% over the month between 10th May and 12th June. These types of market movements, though uncomfortable, are a normal part of equity market behaviour. Equities provide higher returns over the long-term because of this short term uncertainty and investors need to resist the natural urge to sell and need to remain invested if they want to capture these higher long-term returns that equities offer.

May 2006 - Rebalancing: The Benefits of a Consistent Approach


Rebalancing: The Benefits of a Consistent Approach

For many of Russell's multi-manager fund clients, Russell’s rebalancing team brings their funds back to their chosen mix – a process known as rebalancing. This Take Note describes Russell’s chosen rebalancing method and explains the benefits of sticking to Russell’s standard methodology.


February 2006 - Letter from Russell's Chief Investment Officer

Letter from Russell
Letter from RussellLetter from Russell's Chief Investment Officer

This memo from Steve Wiltshire, Russell's Chief Investment Officer, covers a brief market overview, performance of Russell's multi-manager fund range and some changes that have taken place in the investment management and research team.




November 2005 - Russell named Multi-Manager of the Year

Multi-Manager of the year 2005


October 2005 - Literature Pack for Financial Advisers
These four documents are printable and can help provide financial advisers with further information on the Scottish Widows Russell Multi-Manager solutions.

Literature Pack for Financial Advisers Literature Pack for Financial Advisers


June 2005 - Succeeding as an investor
This article explains simply why investors often earn returns far lower than the returns of the funds in which they invest due to poor timing of their investments. Numerous studies, including those by Russell and a US consultant, Dalbar, have shown startling results; over long periods investors' bad timing decisions can reduce their returns by as much as two-thirds.

Succeeding as an investor - why they need usSucceeding as an investor - why they need us


April 2005 - Meet a Manager
Carl Stick of Rathbones manages 20% of the SWIP UK Equity Income Fund, he explains the thought process behind his investment strategy and discusses how this has influenced his mandate's recent positions, using the construction sector as an example.

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Note: This presentation requires you to have PC hardware required to play sound (soundcard & speakers or headphones). If you are unable to view this presentation from the above link, click here to view the limited functionality flash version.


April 2005 - Russell Awards
Global Leaders in Multi-manager Investing, has been justified yet again by the awards Russell's funds have collected from across Europe. Some of the recent ones which make reference to UK investment products are shown here.

/SW/articles/awards.pdfView the awards as a PDF document


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