Funds

Aims to produce growth over the medium to long-term (5 to 10 years or more) while smoothing some of the ups and downs of short-term investment performance.

• Aims to maximise growth
• Medium to long term investing
• Smoothing process

Aims to produce growth over the medium to long-term (5 to 10 years or more) using a cautious approach to investing while smoothing some of the ups and downs of short-term investment performance.

• Cautious approach to investing
• Guarantee options (at an additional charge)
• Smoothing process

Aims to produce growth over the medium to long-term (5 to 10 years or more) while smoothing some of the ups and downs of short-term investment performance. These funds are managed to limit fluctuations (volatility).

• 5 levels of risk and potential return
• Multi-Asset funds
• Smoothing process

Globally diversified, multi-asset funds that aim to meet a range of investment objectives.

• 5 levels of risk and potential return
• Multi Asset Funds
• Passively Managed

A range of portfolios to help target different levels of risk and potential return.

• 5 levels of risk and potential return
• Multi Asset Funds
• Actively managed

Funds which aim to generate a positive social or environmental impact, as well as a financial return.

• ResponsAbility investing
• Sustainable investing
• Impact investing

Aims to produce growth over the medium to long-term (5 to 10 years or more) while smoothing some of the ups and downs of short-term investment performance. These funds are managed to limit fluctuations (volatility) and are applying ESG investment approaches.

• Aiming for positive environmental and societal outcomes
• Five levels of risk and potential returns
• Smoothing process

Our With-Profits Fund offered is designed to spread investment risk by investing in a range of different assets.

• Smoothing
• Guarantees included
• Financial strength