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Literature

Investment Management Agreement and Terms and Conditions
Investment Management Agreement pdf, 330KB
Terms and Conditions for Individual Savings Account (ISA) pdf, 408KB
Literature
Capital Requirements Directive - Pillar 3 Disclosure* pdf, 191KB
Conflicts of Interest Policy pdf, 225KB
Investment Management Agreement pdf, 330KB
Investment Management Agreement pdf, 389KB
MPS Target Market Criteria pdf, 33KB
Our Service Offering pdf, 103kB
Offshore Strategy Fund Limited - Retail Application Form pdf, 157KB
Offshore Strategy Fund Limited - Corporate Application Form pdf, 513KB
Offshore Strategy Fund Limited - Retail Individuals Application Form pdf, 327KB
SLW Order Execution Policy pdf, 79KB
Terms and Conditions for Individual Savings Account (ISA) pdf, 408KB
Wealth Management Guide for Financial Advisers pdf, 835KB
Wealth Management - An Introduction to Standard Life Wealth pdf, 450kB
Wealth Management Guide pdf, 985KB
What to do if you have a complaint pdf, 58KB
What to do if you have a complaint pdf, 57KB
Data Privacy Policy pdf, 76KB
Brochures and Flyers
Making Payments to Standard Life Wealth pdf, 226KB
Wealth Management - An Introduction to Standard Life Wealth pdf, 450KB
Managed Portfolio Service, Brochures and Flyers
Conventional Managed Portfolio Service - Reasons Why pdf, 67KB
Target Return Managed Portfolio Service - Reasons Why pdf, 68KB
Managed Portfolio Service Guide pdf, 781kB
Managed Portfolio Service, Conventional Quarterly Reports
Quarterly Commentary MPS Conventional Portfolio 1 pdf, 170KB
Quarterly Commentary MPS Conventional Portfolio 2 pdf, 171KB
Quarterly Commentary MPS Conventional Portfolio 3 pdf, 171KB
Quarterly Commentary MPS Conventional Portfolio 4 pdf, 172KB
Quarterly Commentary MPS Conventional Portfolio 5 pdf, 172KB
Managed Portfolio Service, Investment Strategy Reports
Conventional MPS - Portfolio 1 pdf, 105KB
Conventional MPS - Portfolio 2 pdf, 104KB
Conventional MPS - Portfolio 3 pdf, 105KB
Conventional MPS - Portfolio 4 pdf, 105KB
Conventional MPS - Portfolio 5 pdf, 104KB
Managed Portfolio Service, Investment Strategy Reports
Target Return MPS - Portfolio 1 pdf, 109KB
Target Return MPS - Portfolio 2 pdf, 111KB
Target Return MPS - Portfolio 3 pdf, 108KB
Target Return MPS - Portfolio 4 pdf, 108KB
Target Return MPS - Portfolio 5 pdf, 108KB
Managed Portfolio Service, Investment Strategy Reports
Enhanced Diversification MPS - Portfolio 1 pdf, 153KB
Enhanced Diversification MPS - Portfolio 2 pdf, 154KB
Enhanced Diversification MPS - Portfolio 3 pdf, 153KB
Enhanced Diversification MPS - Portfolio 4 pdf, 153KB
Enhanced Diversification MPS - Portfolio 5 pdf, 150KB
Managed Portfolio Service, Target Return Quarterly Reports
Quarterly Commentary MPS Target Return Portfolio 1 pdf, 275KB
Quarterly Commentary MPS Target Return Portfolio 2 pdf, 273KB
Quarterly Commentary MPS Target Return Portfolio 3 pdf, 276KB
Quarterly Commentary MPS Target Return Portfolio 4 pdf, 274KB
Quarterly Commentary MPS Target Return Portfolio 5 pdf, 274KB
Managed Portfolio Service, Monthly Factsheets
Performance Update - Target Return pdf, 886KB
Performance Update - Conventional pdf, 938KB
Costs and Charges – Conventional Return
Conventional Investment Strategy 1 pdf, 74KB
Conventional Investment Strategy 2 pdf, 74KB
Conventional Investment Strategy 3 pdf, 74KB
Conventional Investment Strategy 4 pdf, 74KB
Conventional Investment Strategy 5 pdf, 74KB
Costs and Charges – Target Return
Target Return Investment Strategy 1 pdf, 72KB
Target Return Investment Strategy 2 pdf, 72KB
Target Return Investment Strategy 3 pdf, 72KB
Target Return Investment Strategy 4 pdf, 72KB
Target Return Investment Strategy 5 pdf, 72KB
Costs and Charges – Enhanced Diversification
Enhanced Diversification Investment Strategy 1 pdf, 72KB
Enhanced Diversification Investment Strategy 2 pdf, 72KB
Enhanced Diversification Investment Strategy 3 pdf, 73KB
Enhanced Diversification Investment Strategy 4 pdf, 73KB
Enhanced Diversification Investment Strategy 5 pdf, 72KB

* Standard Life Wealth is part of the Standard Life Investments group of companies. The group is consolidated under Standard Life Investments (Holdings) Limited, a wholly owned subsidiary of Standard Life plc

Fund information

Fund literature

The funds in the table below are managed with a conventional investment approach.

Fund updates:

Read more about changes recently announced to the SLW funds here [PDF]. The changes are effective on 10 December 2018.

Fund Quarterly factsheet Quarterly fund report Fund prospectus Long Reports
Standard Life Wealth Bridge Fund pdf, 72KB pdf, 481KB pdf, 444KB Interim Annual
Standard Life Wealth Balanced Bridge Fund pdf, 72KB pdf, 848KB pdf, 448KB Interim Annual
Standard Life Wealth Falcon Fund pdf, 73KB pdf, 843KB pdf, 445KB Interim Annual
Standard Life Wealth Phoenix Fund pdf, 72KB pdf, 849KB pdf, 542KB Interim Annual

KIIDs

The Key Investor Information Documents (KIID) provides you with key information about a fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in a fund. You are advised to read it so you can make an informed decision about whether to invest.

Fund KIID
Standard Life Wealth Bridge Fund Income Units [pdf, 88KB]
Standard Life Wealth Balanced Bridge Fund Income Units [pdf, 88KB]

EMT and EPT Information

EMT

The European Fund and Asset Management Association (EFAMA) has published the European MiFID Template (EMT), a MiFID information exchange template jointly designed by product manufacturers, such as asset managers, and distributors. The template provides a functional description of the minimum set of data defining a product’s target market, distribution strategy and disclosing its costs and charge from product manufacturers to distributors to help them fulfil the new MiFID II regulatory requirements. These new requirements come into effect when financial products are distributed after 3rd January 2018.

EPT

EFAMA have also endorsed the use of the European PRIIPS (Packaged Retail and Insurance-based Investment Products) Template (EPT) as a standardised methodology for distributing PRIIPS information between investment firms and insurance entities. The template provides a functional description of the minimum set of data, including risk and performance calculations and cost and charges information.

The Standard Life Wealth Fund EMT and EPT templates are available on the Aberdeen Standard Investments' website.

The funds in the table below are managed with a conventional investment approach. Additionally we have a full range of UK domiciled funds across a wide range of strategies. For further information please contact a member of our team.

Fund Prospectus Annual Report and Audited Financial Statements Interim Report
SLW Offshore Strategy Fund pdf, 356KB pdf, 1.4MB pdf, 859KB
UK Reporting Status 2017 pdf, 860KB
Fund Quarterly factsheet Quarterly report
SLW (Offshore) Sterling Fixed Interest Fund pdf, 76KB
SLW (Offshore) Global Equity Fund pdf, 72KB
SLW (Offshore) Bridge Fund pdf, 72KB
SLW (Offshore) UK Equity Fund pdf, 72KB
SLW (Offshore) Global Fixed Interest Fund pdf, 73KB
SLW (Offshore) Income Fund pdf, 68KB pdf, 463KB
Fund Inst. Income KID Retail Income KID
SLW (Offshore) Sterling Fixed Interest Fund pdf, 61KB pdf, 61KB
SLW (Offshore) Global Equity Fund pdf, 61KB pdf, 61KB
SLW (Offshore) Bridge Fund pdf, 61KB pdf, 61KB
SLW (Offshore) UK Equity Fund pdf, 61KB pdf, 61KB
SLW (Offshore) Global Fixed Interest Fund pdf, 61KB pdf, 61KB
SLW (Offshore) Income Fund pdf, 61KB pdf, 61KB

Application forms are available on request. Please call us on 01534 709130, and we will be happy to help.

The cost, performance and risk calculations included in the Key Information Document ("KID") follow the methodology prescribed by EU rules.

Investors should be aware that the PRIIPs Regulation requires the AIFM, as PRIIP manufacturer, to prepare and publish a KID in respect of the Class Funds. This KID must be provided to retail investors by the person advising or selling the Class Fund(s) prior to them making any investment decision or being bound by any contract or offer relating to the Class Fund(s). Investors should note that the procedures for calculating the risks, costs and potential returns are prescribed by EU rules. The figures in the KID may not reflect the expected returns for the Class Fund. Anticipated performance returns cannot be guaranteed.

An investment in one of the Class Funds may go down as well as up and past performance is not an indicator of future performance.

MiFID II 2017 Top 5 Reports

Annual publication on specific 'quantitative and qualitative' information related to the Top 5 Brokers (or venues) through which client orders were executed, on a per asset class and per client type basis, is required. Standard Life Wealth has made this annual report available from 30th April 2018.

MiFID II 2017 Top 5 Reports
SLW Professional MiFID II 2017 Top 5 Report pdf, 50KB
SLW Retail MiFID II 2017 Top 5 Report pdf, 46KB