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OEICs

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OEICs in detail

Features

  • Invest a single payment or monthly payments
    • Invest in most of our OEIC funds with a single payment of £1,000 or more. Please be aware that the minimum amount depends on the fund(s) being invested into.
    • Or make monthly payments, starting from £50 a month
  • If you want to help protect your investment from tax, you can also choose to invest in most of our OEIC funds through an ISA
  • Receive regular statements and have the ability to monitor performance online or by telephone
  • Option to invest on behalf of your children. When the child reaches the age of 18 the child can then hold the investment in their own right.

Investment options

Single or monthly payments?

When you invest in a Scottish Widows OEIC fund, you will be allocated a number of shares. You choose either to make a single payment or monthly payments.

If you invest by single payment, you can choose either Income shares (which could provide you with a regular pay-out of income), or Accumulation shares (any income earned by the shares is kept in the fund to accumulate. The fund price then reflects the fact that this income is automatically reinvested. If you’re investing for income, you should consider funds offering ‘income shares’ instead).

If you decide to invest monthly, only Accumulation shares are available.

Funds available

We offer a variety of OEIC funds, including UK and overseas funds, multi-manager and specialist funds. Our range of funds include exposure to different asset classes such as Cash, Bonds, Property and Equities.

Below is a list of the OEIC funds currently offered by Scottish Widows.

Please note: We may change the selection of funds we make available. OEICs are also known as Investment Companies with Variable Capital (ICVCs)

Managed Investment Funds ICVC

  • Balanced Growth Portfolio
  • Balanced Portfolio
  • Cautious Portfolio
  • Dynamic Income Portfolio
  • Managed Income Portfolio
  • Momentum Income Portfolio
  • Opportunities Portfolio
  • Progressive Portfolio
  • Stockmarket Growth Portfolio
  • Strategic Growth Portfolio

Overseas Growth Investment Funds ICVC

  • American Growth
  • European Growth
  • European Select Growth
  • Global Growth
  • Global Select Growth
  • Japan Growth
  • Pacific Growth

Tracker and Specialist Investment Funds ICVC

  • UK Tracker
  • Emerging Markets
  • International Bond
  • Latin American
  • UK Smaller Companies

UK and Income Investment Funds ICVC

  • Corporate Bond
  • Environmental Investor
  • Ethical
  • Gilt
  • High Income Bond
  • High Reserve
  • SafetyPlus®
  • Strategic Income
  • UK Equity Income
  • UK Growth
  • UK Select Growth

Investment Solutions Funds ICVC

  • Adventurous Solution
  • Balanced Solution
  • Cautious Solution
  • Defensive Solution
  • Discovery Solution
  • Dynamic Solution
  • Strategic Solution
  • Diversified Portfolio Fund

Income and Growth Funds ICVC

  • Cautious Growth Fund
  • Balanced Growth Fund
  • Progressive Growth Fund
  • Adventurous Growth Fund

Multi-Manager ICVC

  • MM Global Real Estate
  • MM International Equity
  • MM UK Equity Focus
  • MM UK Equity Income
  • MM UK Equity Growth

Investment Portfolio ICVC

  • Asset Allocator
  • IPS Growth Portfolio
  • IPS Income Portfolio
  • IPS Higher Income Portfolio
  • Managed Growth 2
  • Managed Growth 4
  • Managed Growth 6

Key reading

Risks

  • The value of your OEIC, and any income from it, is not guaranteed and can go up and down depending on investment performance (and currency exchange rate changes where a fund invests overseas). You may get back less than the original amount you invested
  • Each fund has its own risks. Please see the relevant Key and Supplementary Investor Information documents for further information. Links to these documents can be found above
  • The benefits of the tax advantages depend on your personal circumstances
  • Tax rules can change

Need further information?

View our FAQs or contact us.

Not for you?

See our other investment products.

Frequently asked questions for OEICs