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Risk graded funds

We offer a range of funds so you can choose the ones that suit your needs best.

Further information on what our Higher, Medium and Lower funds invest in can be found below.

Remember though no matter which fund or funds you select, the value of your investments can go down as well as up and your original investment is not guaranteed.

What does the Higher fund invest in?

The Higher fund may invest in UK and global stock markets, cash and government and company bonds. The funds current mix as at 31/12/2020 is:

US equities

62.3%

UK equities

31.0%

European equities

0.0%

Government bonds

0.8%

Cash

0.0%

Company bonds

0.0%

Japan equities

0.0%

Pacific equities

5.9%

What does the Medium fund invest in?

The Medium fund may invest in UK and global stock markets, cash and government and company bonds. The funds current mix as at 31/12/2020 is:

US equities

42.9%

UK equities

26.9%

Government bonds

26.1%

European equities

0.0%

Pacific equities

4.1%

Cash

0.0%

Company bonds

0.0%

Japan equities

0.0%

What does the Lower fund invest in?

The Lower fund may invest in UK and global stock markets, cash and government and company bonds. The funds current mix as at 31/12/2020 is:

Government bonds

47.3%

US equities

22.3%

Company bonds

15.0%

Pacific equities

2.1%

European equities

0.0%

UK equities

13.3%

Cash

0.0%

Japan equities

0.0%

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