Investment Objective: Scottish Widows Pension Portfolio Four Series 2 Pension Fund |
"The Fund aims to deliver long-term growth by investing in other funds.
The Fund invests with an emphasis on fixed interest securities, with the remainder in equities, by investing in passive* index tracking funds.
The fixed interest securities can be in sterling or other currencies and may be issued by governments or companies.
The equity investments cover a mix of geographic regions and can include the UK, other developed markets and emerging markets.
This Fund will be reviewed periodically by Scottish Widows. In future the Fund could be invested in different funds and additional asset types, though the Fund will continue to invest with
an emphasis on fixed interest securities.
*Passive management is where the fund manager aims to match a benchmark index and will buy, sell or hold investments depending on the components of that index.
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