for financial advisers only


Looking for a Key Investor Information Document (KIID)?

View the KIIDs


Our sentiment indicator provides you with a 12-month outlook from a selection of fund managers available through Skandia. We provide the fund managers with an index as a benchmark for each sector and each month ask them how they think the index will perform over the following 12 months.

View the sentiment indicator

Investment and funds

To give you the greatest flexibility, we offer a wide and diverse choice of investment fund options – and an investment process that helps you build the most suitable portfolio for your clients to achieve their goals.

The Skandia Investment Solutions platform provides access to over 1,100 investment funds from more than 90 different fund management houses, including:

 

Fund news and information

View up-to-date information on fund prices, performance, factsheets and KIIDs* of funds available through Skandia.

View the most recent fund additions and amendments and keep up-to-date with changes to our extensive fund ranges.

*From 1 July 2012 fund groups are required to provide a Key Investor Information Document (KIID) for all UCITS funds. Advisers, with the help of providers, are required by this legislation to provide a KIID to their client for each investment into a new fund. Further guidance on the UCITS IV European Directive and the implementation of KIIDs, and when they need to be used can be found here.

Portfolio building

Our fund ranges give you a comprehensive choice of individual funds across asset types and geographic sectors, alongside ‘packaged’ portfolio solutions. This enables you to build a portfolio for each of your clients that match their attitude to risk in the following ways:

 

Self Select Funds   Pre-defined portfolios (PDPs)
Our Self Select range offers a choice of over 1,100 funds and portfolio planning tools to make building bespoke portfolios a straightforward process.   You can build PDPs using the Self Select range. Our bulk switching facility makes this process much easier to manage for financial advisers with the authority to manage investments.
Old Mutual Spectrum Funds   Skandia Shield Fund
In recent years, the use of risk-targeted funds has become increasingly popular. Our risk-targeted fund range, Spectrum, offers a range of six multi-manager funds, incorporating both risk-matched asset allocation and fund selection.   Our Skandia Shield fund is an innovative fund that has its growth derived from a portfolio of international assets with a volatility target of 8% and protection of 80% of the fund’s highest ever price.
Skandia Investment Group  
Old Mutual Global Investors is our investment management organisation, with specialist expertise in both multi-asset, multi-manager solutions and directly invested alpha-generating funds.    
A member of the Old Mutual Group

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