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Fund Fact Sheets
Use this page to download the most up to date factsheets for our funds. They will open up in a new browser window, and to read them you will need the latest version of Adobe Acrobat reader
- OEIC funds
OEIC stands for Open-Ended Investment Company and is a type of collective investment, similar to a unit trust. Please see the glossary for a fuller definition. These funds are available through the ISA Investor and Collective Investment Plan - Pension funds
Available through the Stakeholder Pension Plan. - Life funds
Available through the Personal Investment Plan and Guaranteed Investment Plan. - Closed funds
These funds are no longer available to new customers.
OEIC funds - ISA Investor and Collective Investment Plan (CIP) |
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| Cautious Managed [PDF] |
| ISA and CIP Portfolios |
Portfolio 2 - Cautious Medium (For ISAs and CIPs opened before 6/4/05) [PDF] |
Portfolio 2 - Cautious Medium (For ISAs and CIPs opened after 6/4/05) [PDF] |
| Portfolio 3 - Medium (Post 30/07/07) [PDF} |
| Portfolio 4 - Medium Adventurous (Post 30/07/07) [PDF] |
| Portfolio 5 - Adventurous (Post 30/07/07) [PDF] |
| Stakeholder Pension Portfolios |
| Portfolio 2 - Lifestyle Option (Post 30/07/07) [PDF] |
| Portfolio 3 - Medium (Post 30/07/07) [PDF] |
| Portfolio 5 - Adventurous (Post 30/07/07) [PDF] |
Life funds continued - Guaranteed Investment Plan (GIP) |
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Closed Funds |
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