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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 25/08/2021 is:

US equities

63.6%

UK equities

29.9%

European equities

0.0%

Government bonds

0.9%

Cash

0.0%

Company bonds

0.0%

Japan equities

0.0%

Pacific equities

5.6%

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 25/08/2021 is:

US equities

43.9%

UK equities

25.7%

Government bonds

26.5%

European equities

0.0%

Pacific equities

3.9%

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 25/08/2021 is:

Government bonds

34.5%

US equities

23.4%

Company bonds

27.3%

Pacific equities

2.1%

European equities

0.0%

UK equities

12.7%

Cash

0.0%

Japan equities

0.0%

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