Scottish Widows Investment Partnership Ltd

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Assets, Funds, Holdings

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Scottish Widows Investment Partnership Ltd
CRD #111259
SEC #801-46564
CIK #
AUM
Employees
Fees
Minimum
Phone001441316553889
Address69 Morrison Street
Edinburgh, UK
Source [IAPD] [Website]
Total AUM ($B)
2502001501005002001200920172025
Type Form D Funds Date Sold AUM
Other SWIP Property Trust 2013-03-28 3,681.3 M
Other SWIP Sterling Credit Advantage Fund 2013-03-28 1,754.5 M
Other Lloydstrust GILT Fund Limited 2012-03-30 250.0 M
Other Lloyds TSB Offshore Fund Managers - UK Fund 2012-03-30 50.0 M
Other Lloyds TSB Offshore Funds Limited - Capital Growth Fund 2012-03-30 20.0 M
Other Lloyds TSB Offshore Funds Limited - Euro High Income Fund 2012-03-30 20.0 M
Other Lloyds TSB Offshore Funds Limited - European Fund 2012-03-30 24.0 M
Other Lloyds TSB Offshore Funds Limited - High Income Fund 2012-03-30 480.0 M
Other Lloyds TSB Offshore Funds Limited - International Fund 2012-03-30 35.0 M
Other Lloyds TSB Offshore Funds Limited - North American Fund 2012-03-30 18.0 M
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 100 123.2
By Discretionary
Discretionary 85 109.2
Non-Discretionary 15 14.0
Total 100 123.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 123.2
Total 100 123.2
Firm Profile (Form ADV)
Discretionary AUM$211.5B
Clients1,000
ServesInstitutional, Retail
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