Scottish Widows Multi-Manager Equity Funds




In October 2004 Scottish Widows Investment Partnership launched four additional multi manager funds. These funds are available for Financial Advisers through Scottish Widows Life and Pension products, and were developed as a natural extension of Scottish Widows existing multi manager offering and relationship with Russell Investments. They will be managed by Scottish Widows Investment Partnership who in-turn have outsourced the manager selection and monitoring to Russell.

This level of Multi-Manager flexibility is not widely available elsewhere. It is now possible, using the Scottish Widows Multi-Manager Equity Funds to offer clients a Multi-Manager approach to either UK or International equity investment, thereby creating bespoke asset allocations.

Advisers are also able to use a Multi-Manager Portfolio Fund as the basis for a client’s portfolio and then combine with Multi-Manager Equity funds, focusing on a specific asset class to tilt the portfolio. For example:
 
  • Increase the UK equity content by adding one of three Multi-Manager UK Equity Funds
  • Increase the International equity content by combining with the Multi-Manager International Equity fund.


Materials & Fact Sheets
A range of materials have been developed by Scottish Widows with the support of Russell Investments to support these four innovative funds. Current versions of these documents are available from your Scottish Widows Sales Consultant or from the Scottish Widows Financial Advisors Extranet.







This material is for use by UK independent financial advisers only. It is not intended for onward transmission to private customers and should not be relied upon by any other person.


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