Pension fund evidence report · the register
Scottish Widows Growth Fund — by block
Level 1, the scheme: Seen 87.32% · adverse 41.59% · excluded 14.24% of the extracted equity lines. These are the register’s figures, unchanged; the blocks below add up to them.
LEVEL 2 · THE BLOCKS
Two blocks, each with its own rule beside its result
Seen, adverse and excluded are our standard, the same on every block: the share of the block’s own lines, and beneath it the block’s contribution to the scheme figure. The rule column is the block’s own, with its threshold as written. A rule shown faded does not reach that block, and nothing in the block is tested against it.
BlockWeightHoldings EvidenceSeenAdverse ExcludedIts own rule · result Whose doing
Scottish Widows Developed Markets Tilted Equity Tracker Fund (Investment Solutions Funds ICVC)
holdings as at 2025-05-31
89.00%
the Growth Fund
673
556 companies
Index proxy92.4%
88.99% of the lines
46.7%
41.58 pp of the scheme
16.0%
14.24 pp of the scheme
≥5%Thermal coal extraction — 1 not disclosed
≥5%Tar sands extraction — none over
>10%Tobacco (value chain) — 16 not disclosed
any involvementControversial weapons — none over
violator statusUN Global Compact — 152 with a final determination we map to it
Index with a rules-based tilt
a holding here is the index’s composition reweighted by a stated tilt, so the question is the choice of index and tilt; the fund’s name says so (“Scottish Widows Developed Markets Tilted Equity Tracker Fund (Investment Solutions Funds ICVC)”)
State Street AUT Emerging Market Tilted Index Equity Fund
holdings as at 2025-06-30
11.00%
the Growth Fund
824
115 companies
Reported holdings46.6%
11.01% of the lines
0.1%
0.01 pp of the scheme
0.0%
0.00 pp of the scheme
≥5%Thermal coal extraction — 1 measured, boundary under review · 3 not disclosed
≥5%Tar sands extraction — none over
>10%Tobacco (value chain) — 12 not disclosed
any involvementControversial weapons — 1 held for a decision
violator statusUN Global Compact — 1 with a final determination we map to it
Index with a rules-based tilt
a holding here is the index’s composition reweighted by a stated tilt, so the question is the choice of index and tilt; the fund’s name says so (“State Street AUT Emerging Market Tilted Index Equity Fund”)
LEVEL 3 · INSIDE EACH BLOCK
Grouped by block. A holding in more than one block appears under each.

Scottish Widows Developed Markets Tilted Equity Tracker Fund (Investment Solutions Funds ICVC)

The named holdings that trip this block’s tests, with their evidence. Weight is the holding’s weight inside this block, as a share of the extracted lines.
HoldingWeight hereWhat it trips · evidence
APPLE INC4.096%
UN Global Compact: a final determination engages it
EPA 2026-01-28
on our exclusion bar (conduct)
DGCOMP litigated determination, 2024-03-04
ALPHABET INC1.926%
UN Global Compact: a final determination engages it
SEC 2024-09-25
on our exclusion bar (conduct)
DGCOMP litigated determination, 2025-09-05
JPMORGAN CHASE & CO0.918%
UN Global Compact: a final determination engages it
SEC 2021-12-17
on our exclusion bar (conduct)
SEC determination, 2021-12-17
PROCTER & GAMBLE CO0.626%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
BANK OF AMERICA CORP0.485%
UN Global Compact: a final determination engages it
SEC 2022-09-27
on our exclusion bar (conduct)
SEC determination, 2022-09-27
WELLS FARGO & CO0.412%
UN Global Compact: a final determination engages it
SEC 2024-12-20
on our exclusion bar (conduct)
SEC determination, 2024-12-20
LINDE PLC0.378%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
HSBC HLDGS PLC0.368%
UN Global Compact: a final determination engages it
FCA 2021-12-17
on our exclusion bar (conduct)
DGCOMP litigated determination, 2021-12-02
DEERE & CO0.252%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
EATON CORP PLC0.242%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
COMCAST CORP0.237%
UN Global Compact: a final determination engages it
EPA 2023-10-03
on our exclusion bar (conduct)
AGCM litigated determination, 2023-06-28
MEDTRONIC PLC0.202%
UN Global Compact: a final determination engages it
SEC 2023-11-30
on our exclusion bar (conduct)
SEC litigated determination, 2023-11-30
TRANE TECHNOLOGIES PLC0.198%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
CHEVRON CORP0.194%
UN Global Compact: a final determination engages it
EPA 2023-09-19
on our exclusion bar (conduct)
EPA litigated determination, 2023-09-19
INTESA SANPAOLO SPA0.193%
UN Global Compact: a final determination engages it
SEC 2024-09-24
on our exclusion bar (conduct)
SEC determination, 2024-09-24
BNP PARIBAS0.187%
UN Global Compact: a final determination engages it
SEC 2023-08-08
on our exclusion bar (conduct)
SEC determination, 2023-08-08
ABB LTD0.182%
UN Global Compact: a final determination engages it
DOJ 2022-06-30
on our exclusion bar (conduct)
DOJ determination, 2022-06-30
INTEL CORP0.168%
UN Global Compact: a final determination engages it
EPA 2026-02-24
on our exclusion bar (conduct)
DGCOMP litigated determination, 2023-09-22
3M CO0.165%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
MOODY'S CORP0.163%
UN Global Compact: a final determination engages it
SEC 2024-09-03
on our exclusion bar (conduct)
SEC determination, 2024-09-03
SHELL PLC0.162%
UN Global Compact: a final determination engages it
EPA 2023-11-09
on our exclusion bar (conduct)
EPA litigated determination, 2023-11-09
COLGATE-PALMOLIVE CO0.158%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
GOLDMAN SACHS GROUP INC0.151%
UN Global Compact: a final determination engages it
SEC 2023-09-22
on our exclusion bar (conduct)
SEC determination, 2023-09-22
MOTOROLA SOLUTIONS INC0.145%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
ILLINOIS TOOL WORKS0.141%
UN Global Compact: a final determination engages it
EPA 2022-09-29
on our exclusion bar (conduct)
EPA litigated determination, 2022-09-29
130 more not shown; the scheme’s holdings page lists every one.

State Street AUT Emerging Market Tilted Index Equity Fund

The named holdings that trip this block’s tests, with their evidence. Weight is the holding’s weight inside this block, as a share of the extracted lines.
HoldingWeight hereWhat it trips · evidence
TAL EDUCATION GROUP0.013%
UN Global Compact: a final determination engages it
SEC 2023-09-28
Tata Power—
Thermal coal extraction ≥5%: measured, boundary under review
18.9% of revenue · The Tata Power Company Limited Integrated Annual Report 2024-25, printed p.248 (MD&A, Coal and Related Infrastructure Companies); printed pp.517-520 (note 8a, summarised JV financials); printed p.190 (revenue from operations Rs 64,502 crore); printed p.545 (Arutmin sale) · source
Solar Industries India—
Controversial weapons any involvement: held for a decision
Solar Industries India Limited Annual Report 2024-25 ("Power to Propel the Future"), printed pp.10-11 (PDF p.7, Chairman's message); printed pp.14-15 (PDF p.9); printed pp.34-35 (PDF p.19, product portfolio) · source
RECONCILIATION
The blocks against the register, computed on every build and refused if they disagree — a gap would mean a holding dropped or counted twice.
FigureRegister Sum of blocksDifference
seen87.32%87.32%+0.0035
adverse41.59%41.59%-0.0015
excluded14.24%14.24%-0.0035
in_file100.00%100.00%+0.0000
Evidence snapshot C:\ESGTools\scoring-v2\snapshots\2026-10-12T1501-nightly · identity resolution 2026-09-30-sl-adopt · built by fund_view/block_view.py from files already on disk; nothing is re-extracted or re-resolved.