Scottish Widows Sterling ESG Tilted Corporate Bond Pn CS7/CS8/CS9

SRI Style:

Sustainability Tilt

SDR Labelling:

-

Product:

Pension

Fund Region:

Global

Fund Asset Type:

Fixed Interest

Launch Date:

26/01/2026

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£m

ISIN:

GB00BVQ74K97, GB00BVQ74L05, GB00BVQ74M12

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund Objective

The Fund aims to generate capital growth by investing in corporate bond strategies that focus on Sterling investment grade corporate bonds
(also known as fixed interest securities) from bond issuers in UK and overseas markets.

The Fund will seek strategies that aim for improvements in environmental metrics, such as the reduction of carbon intensity compared to broad sterling bond market indices (for example the iBoxx Sterling Non-Gilts Index) and may include bonds from companies that are leaders in environmental, society or governance practises. The strategies selected may use tilting and negative screening techniques. Tilting techniques involve gaining more, or less, in specific companies. Negative screening involves the exclusion of companies involved in a range of economically undesirable activities.

The Fund will invest in one or more underlying funds which may be actively or passively managed. Scottish Widows will review the marketplace of corporate bond funds, considering each fund’s performance, risk objectives, ESG objectives, to select what we believe is an appropriate strategy for the Fund.

The Fund currently invests in the Scottish Widows Sterling ESG-Tilted Corporate Bond Fund. Please note we may change this approach and use a different manager or fund in the future.

(Source: Factsheet, as at March 2026)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Scottish Widows Sterling ESG Tilted Corporate Bond Pn CS7/CS8/CS9

Sustainability Tilt - Pension Global Fixed Interest 26/01/2026

ISIN: GB00BVQ74K97, GB00BVQ74L05, GB00BVQ74M12

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Fund Objective

The Fund aims to generate capital growth by investing in corporate bond strategies that focus on Sterling investment grade corporate bonds
(also known as fixed interest securities) from bond issuers in UK and overseas markets.

The Fund will seek strategies that aim for improvements in environmental metrics, such as the reduction of carbon intensity compared to broad sterling bond market indices (for example the iBoxx Sterling Non-Gilts Index) and may include bonds from companies that are leaders in environmental, society or governance practises. The strategies selected may use tilting and negative screening techniques. Tilting techniques involve gaining more, or less, in specific companies. Negative screening involves the exclusion of companies involved in a range of economically undesirable activities.

The Fund will invest in one or more underlying funds which may be actively or passively managed. Scottish Widows will review the marketplace of corporate bond funds, considering each fund’s performance, risk objectives, ESG objectives, to select what we believe is an appropriate strategy for the Fund.

The Fund currently invests in the Scottish Widows Sterling ESG-Tilted Corporate Bond Fund. Please note we may change this approach and use a different manager or fund in the future.

(Source: Factsheet, as at March 2026)