FUND INFORMATION AND CHARTING
Shortlist funds, compare results and create charts
- SUMMARY
- DETAIL
- CUMULATIVE PERFORMANCE (%)
- DISCRETE PERFORMANCE (%)
- CALENDAR PERFORMANCE (%)
- METRICS
- Documents
SCOTTISH WIDOWS PENSION FUND SERIES 1 & 2 POLICY TYPES
Original Series, sometimes called Series 1
- Contracted In Money Purchase commencing on or before 31/07/2000
- Executive Personal Pension
- Free Standing AVC commencing on or before 31/07/2000
- Group AVC commencing on or before 31/07/20000
- Group Personal Pension commencing on or before 31/07/2000
- Income Drawdown
- Individual Personal Pension commencing on or before 31/10/2000
- Phased Retirement
- Section 32 commencing on or before 31/12/1998
- Trustee Investment Bond
- Unitised Annuity commencing on or before 09/05/2000
Pension Funds – Series 2
- Contracted In Money Purchase commencing after 31/07/2000
- Executive Personal Pension (Simplified Charge) commencing after 05/02/2003
- Group AVC commencing after 31/07/2000
- Group Personal Pension commencing after 31/07/2000
- Individual Personal Pension commencing after 31/10/2000
- Section 32 commencing after 12/12/2002
- Section 32A commencing after 12/12/2002
- Unitised Annuity commencing after 09/05/2000
IMPORTANT INFORMATION ABOUT FUNDS
For Fund Supermarket funds (RA only), a Platform Charge is deducted separately. Please see the View complete Fund Supermarket List & Charges Guide (PDF 285kb) for details.
Fund price information
Source: FE fundinfo. The figures do not include any initial charge or other product charge(s) that may be applicable. Past performance is not a reliable indicator of future results. The value of an investment is not guaranteed and can go up and down depending on investment performance (and currency exchange rates where a fund invests overseas). The value of an investment could fall below the amount(s) paid in.
Funds legal information
New customers should contact their adviser or Scottish Widows for information on fund availability
OEICS
Performance is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Life funds
Performance figures is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges..
Pension funds
Performance figures are on a bid to bid basis, with income (where applicable) reinvested gross of UK tax and net of total annual fund charges. Offshore funds Performance figures are on a bid to bid basis, in the currency of the funds, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Please note
Not all of the funds listed are available for every Product. For information on which funds are available, please refer to the relevant Product brochure. Our product literature gives details about specific Scottish Widows and Clerical Medical funds and their availability to particular products. Full details of the terms and conditions are available on request from Scottish Widows.
JP Morgan GBP Index
Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The Index is used with permission. The Index may not be copied, used, or distributed without J.P. Morgan's prior written approval. Copyright 2016, J.P. Morgan Chase & Co. All rights reserved.
Closed funds are available to existing customers who already hold units/shares in the fund. New customers should contact their adviser, Scottish Widows or Clerical Medical for information on fund availability.
FUND INFORMATION AND CHARTING
Compare shortlisted funds or create and download charts
- SUMMARY
- DETAIL
- Cumulative Performance (%)
- DISCRETE PERFORMANCE (%)
- CALENDAR PERFORMANCE (%)
- METRICS
- Documents
SCOTTISH WIDOWS PENSION FUND SERIES 1 & 2 POLICY TYPES
Original Series, sometimes called Series 1
- Contracted In Money Purchase commencing on or before 31/07/2000
- Executive Personal Pension
- Free Standing AVC commencing on or before 31/07/2000
- Group AVC commencing on or before 31/07/20000
- Group Personal Pension commencing on or before 31/07/2000
- Income Drawdown
- Individual Personal Pension commencing on or before 31/10/2000
- Phased Retirement
- Section 32 commencing on or before 31/12/1998
- Trustee Investment Bond
- Unitised Annuity commencing on or before 09/05/2000
Pension Funds – Series 2
- Contracted In Money Purchase commencing after 31/07/2000
- Executive Personal Pension (Simplified Charge) commencing after 05/02/2003
- Group AVC commencing after 31/07/2000
- Group Personal Pension commencing after 31/07/2000
- Individual Personal Pension commencing after 31/10/2000
- Section 32 commencing after 12/12/2002
- Section 32A commencing after 12/12/2002
- Unitised Annuity commencing after 09/05/2000
IMPORTANT INFORMATION ABOUT FUNDS
For Fund Supermarket funds (RA only), a Platform Charge is deducted separately. Please see the View complete Fund Supermarket List & Charges Guide (PDF 285kb) for details.
Fund price information
Source: FE fundinfo. The figures do not include any initial charge or other product charge(s) that may be applicable. Past performance is not a reliable indicator of future results. The value of an investment is not guaranteed and can go up and down depending on investment performance (and currency exchange rates where a fund invests overseas). The value of an investment could fall below the amount(s) paid in.
Funds legal information
New customers should contact their adviser or Scottish Widows for information on fund availability
OEICS
Performance is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Life funds
Performance figures is on a single pricing basis, with income (where applicable) reinvested net of UK tax and net of total annual fund charges..
Pension funds
Performance figures are on a bid to bid basis, with income (where applicable) reinvested gross of UK tax and net of total annual fund charges. Offshore funds Performance figures are on a bid to bid basis, in the currency of the funds, with income (where applicable) reinvested net of UK tax and net of total annual fund charges.
Please note
Not all of the funds listed are available for every Product. For information on which funds are available, please refer to the relevant Product brochure. Our product literature gives details about specific Scottish Widows and Clerical Medical funds and their availability to particular products. Full details of the terms and conditions are available on request from Scottish Widows.
JP Morgan GBP Index
Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The Index is used with permission. The Index may not be copied, used, or distributed without J.P. Morgan's prior written approval. Copyright 2016, J.P. Morgan Chase & Co. All rights reserved.
Closed funds are available to existing customers who already hold units/shares in the fund. New customers should contact their adviser, Scottish Widows or Clerical Medical for information on fund availability.