Managed Growth 6 PDF Factsheet - FE fundinfo

1 FACTSHEET31 May 2022 OEICS cottish Widows Managed Growth 6 L (absolute return) Objective The fund aims to achieve capital Growth by investing in a portfolio of collective investment schemes to achieve exposure to a wide range of investments, consisting of UK and Global shares, plus fixed interest securities and property assets with some exposure to absolute return strategies. We do not quote a benchmark or outperformance target for the fund . This is because the asset allocation of the fund will change over time. Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers) to help investors compare funds with broadly similar characteristics. Investors may wish to consider the performance of the fund by looking at the performance of the Mixed Investment 40-85% Shares Sector which as of February 2020 has a broadly similar allocation to shares, fixed interest securities and cash.

2 The fund may not always align with this sector and any changes will be notified via our website, accessible via the fund Changes link below. For further information on this fund 's policy and objectives, please refer to the Prospectus. This document can be accessed via the following link: Prospectus fund Changes Asset Allocation (as at 31/03/2022)The composition of asset mix and asset allocation may change at any time and exclude cash unless otherwise statedFund Launch Date16/09/2019 fund Size UnclassifiedISINGB00 BJRSQC32 MEX IDTSYOYISEDOLBJRSQC3 Manager NamePhilip ChandlerManager Since07/02 document is provided for the purpose of information only. This Factsheet is intended for individuals who are familiar with investment terminology. This material should not be relied upon as sufficient information to support an investment decision. The portfolio data on this Factsheet is updated on a quarterly StatementInvestors can view their current holdings by logging in to the internet banking account through which this fund was fund InformationTop Ten Holdings (as at 31/03/2022)SCOTTISH WIDOWS UK ALL SHARE TRACKER fund X WIDOWS INTERNATIONAL EQUITY TRACKER X WIDOWS EMERGING MARKETS fund X ACS CLIMATE TRANSITION WORLD EQUITY fund CLASS WIDOWS HIGH INCOME BOND X STERLING LIQUIDITY fund X LIFE INVESTMENTS UK REAL ESTATE feeder fund WIDOWS FUNDAMENTAL INDEX GLOBAL EQUITY fund X ISF EMERGING MARKET BOND WIDOWS JAPAN Growth X 1 Scottish Widows Managed Growth 6 L AccPast PerformancePast performance is not a guide to future performance.

3 Investment value and income from it may fall as well as rise, as a result of market and currency movements. You may not get back the amount originally Performance31/03/2021 - 31/03/202231/03/2020 - 31/03/202131/03/2019 - 31/03/202031/03/2018 - 31/03/201931/03/2017 - 31/03/2018 Scottish Widows Managed Growth 6 L is shown as unavailable if prior to the launch of Performance30/04/2022 - 31/05/202228/02/2022 - 31/05/202231/05/2021 - 31/05/202231/05/2019 - 31/05/202231/05/2017 - 31/05/2022 Scottish Widows Managed Growth 6 L : FE fundinfo as at 31/05/2022 Performance figures are in Sterling on a single pricing basis, with income (where applicable) reinvested gross of UK tax and net of total annual fund charges. These figures do not include any initial charge or other product charge(s) that may be Morningstar Rating-Morningstar Analyst Rating-FE fundinfo Crown Rating- fund Rating Information The FE fundinfo Crown Rating relates to this fund .

4 However, the Morningstar ratings are based on the underlying fund . These are supplied by the respective independent ratings agencies and are the latest available at the time this Factsheet was issued. Past performance is not a reliable indicator of future InformationThe views, opinions and forecasts expressed in this document are those of the fund manager. Investment markets and conditions can change rapidly and as such the views expressed should not be taken as statement of fact, nor should reliance be placed on these views when making investment decisions. Scottish Widows Unit Trust Managers Ltd PO Box 24177 Edinburgh EH3 1HT OEIC & ISA Enquiries: 0345 300 2244 General Enquiries: 0131 655 6000 Not all products have access to this fund , please refer to the relevant product literature. Full terms and conditions are available on request from us using the contact details provided. Charges, terms and the selection of funds we make available may change.

5 Information on the general and specific risks associated with investing in this fund is available in the relevant fund guide, or KIID where applicable. We may change the investment approach rating for the fund . All information is sourced from Scottish Widows or the relevant fund management group unless otherwise fund Manager ReviewRussia s invasion of Ukraine in late February caused a global shock. The grave human implications fed through into markets, with equities declining and bond yields rising (meaning prices fell). Commodity prices soared given Russia is a key producer of several important commodities including oil, gas, and wheat. This contributed to a further surge in inflation as well as supply chain disruption. Elsewhere, Chinese equities were negatively affected by renewed Covid-19 outbreaks, leading to new lockdowns in some major cities. US stocks declined in Q1. Russia s invasion of Ukraine drew widespread condemnation and elicited a range of strict sanctions from the US and its allies.

6 President Biden targeted what he termed "the main artery of Russia's economy" by banning Russian oil imports. Assets of the Russian central bank were frozen, while coordinated steps were taken with numerous allies to deny Russia access to the global financial system. Eurozone shares fell sharply in the quarter. The invasion led to a spike in energy prices and caused some fears about security of supply. UK equities were resilient as investors began to price in the additional inflationary shock of Russia s invasion of Ukraine. After weakness in January and February, the Japanese stock market rose in March to end the first quarter just slightly below its end 2021 level. Government bond yields rose sharply (bond prices and yields move in opposite directions). Central banks were surprisingly hawkish, and markets priced in a faster pace of monetary normalisation. The extent of yield moves differed across markets.

7 The US Treasury market is in the midst of one of its worst selloffs on record but moves were less pronounced in core Europe and the UK. Corporate bonds saw significantly negative returns and wider spreads, underperforming government bonds. High yield spreads widened more than investment grade, although they saw less negative total returns due to income. The UK property market is starting to gradually recover from the Covid-19 pandemic. However, within the office market, demand is increasingly focused on high quality space, reflecting the importance occupiers now attach to attracting staff back into the office and to achieving environmental Chandler 31/03/2022 The views, opinions and forecasts expressed in this document are those of the fund management house. Investment markets and conditions can change rapidly and as such the views expressed should not be taken as statements of fact, nor should reliance be placed on these views when making investment 19 Jun 20 Feb 21 Oct 21 Jun 22-20%0%20%16/09/2019 - 31/05/2022 Powered by data from FE fundinfoScottish Widows Unit Trust Managers Limited.

8 Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at 25 Gresham Street, London, EC2V 7HN. Tel: 0345 3002244. Scottish Widows Unit Trust Managers Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 2