If you select the Lifestyle investment option your contributions will be invested in the Managed Fund if you are more than five years from your selected retirement date (SRD). From five years before your SRD your existing savings and new contributions will be automatically switched in defined portions into the Pre-Retirement Fund on a month by month basis so that by the time you reach your SRD all of your savings will be invested in the Pre-Retirement Fund.
Please note: Updated Fund Facts Sheets for 31 March 2012 will be available in June 2012 once The Pensions Trust’s Custodian, Northern Trust, has approved the portfolio accounts.
Investment overview
Bond Fund Option
Cash Fund Option
Diversified Ethical Fund Option
Global Equity Fund Option
Index-Linked Gilts Fund Option
Managed Fund Option
Pre-Retirement Fund Option
Socially Responsible Investment Fund Option
UK Property Fund Option
Unit Prices