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Scottish Widows Pension Funds

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I was looking to change how my future SW pension contributions are invested. On the screen there is a drop-down list of nearly 200 funds, some of these are known (e.g. some Jupiter and Fidelity funds) but others just say e.g. "Equity", "Mixed", "Environmental" etc. I can't find any further information about these, there is a link to "fund information" but this just takes me here which is a dead link.

Can anyone help me find more details of these funds (I have contract SW but they seem slow responding)?

Comments

  • Linton
    Linton Posts: 18,154 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    The best source for details on how funds are invested  is morningstar.  Just google "<full fund name>  morningstar" and that should lead you to equity/bond %s, which countries and sectors the equity is invested in and much else beside.

    trustnet has similar facilities but has much less data  and that which it has is not in a standardised form.  Also morningstar is comprehensive   whereas trustnet only includes detailed data on funds which have paid to be included.
  • If you know which category/series of funds you are able to pick from, you can get all the individual fund details here:

    https://digital.feprecisionplus.com/ScottishWidows/en-gb/scottish_widows?Category=MAIN&amp;BespokeColumn1=Pension Funds

    Select a brand and category > select a fund > see the pdf factsheet 
  • dunstonh
    dunstonh Posts: 119,645 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    I was looking to change how my future SW pension contributions are invested. On the screen there is a drop-down list of nearly 200 funds, some of these are known (e.g. some Jupiter and Fidelity funds) but others just say e.g. "Equity", "Mixed", "Environmental" etc. I can't find any further information about these, there is a link to "fund information" but this just takes me here which is a dead link.
    Where there is no fund house name, the fund will be an SW own brand fund.  e.g. SW Mixed



    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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