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SWIP Multi-Manager Funds 

SWIP Multi-Manager Funds

The SWIP Multi-Manager Funds offer a number of benefits for both advisers and their clients;

  • A choice of two fund of funds, offering diversification across markets, geographic regions and investment managers
  • A focus on delivering 'real' returns for investors through diversified, risk-efficient portfolios
  • A dedicated team of investment experts with extensive experience in asset allocation, fund manager selection, portfolio construction and risk management
  • The highly-regarded SWIP Multi-Manager team with a proven track record for delivering absolute returns with a focus on minimising volatility
  • A rigorous robust investment process backed by disciplined risk controls
  • Access to a wider range of asset classes and investment management houses than typically available to the individual investor
  • Simplified administration and tax-efficiencies associated with fund of funds investing.

Tax rates and reliefs may change at any time.

Fund tools

 

Compliance

This section of the site is for professional use only and must not be accessed by retail investors.


Important Compliance Information for Professional Advisers.
For professional use only - not to be relied upon by retail clients

Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus or other applicable terms and conditions).

As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other constitutional document.

If you are unsure about the meaning of any information provided please consult your financial or other professional adviser.

The information contained on this site is subject to copyright with all rights reserved. It must not be reproduced, copied or redistributed in whole or in part.

You may leave the Scottish Widows Investment Partnership Limited (SWIP) website when you access certain links on this website. In so doing, you may be proceeding to the site of an organisation that is not regulated under the UK Financial Services and Markets Act 2000. SWIP has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

SWIP shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

On accessing the SWIP website, you are aware of the following investment risks applicable to all SWIP funds:

  • Past performance is no guarantee of future performance.
  • The value of investments and the income from them may go down as well as up and are not guaranteed.
  • Your client may not get back the amount they invested.
  • Taxation rules and legislation may change without notice.
  • Rates of exchange may cause the value of investments to go up or down.
  • Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.
  • For your protection, telephone calls are usually recorded.

This site is operated and issued by Scottish Widows Investment Partnership Limited, Company No. 794936. Registered Office in the United Kingdom at 10 Fleet Place, London, EC4M 7RH. Tel: 0131 655 8500. Scottish Widows Investment Partnership Limited is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).

Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 10 Fleet Place, London EC4M 7RH. Tel: 0131 655 8500.
SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).