In the table below you'll find a comprehensive overview of our range of life/personal investment funds. In addition, the following documents are available for you to download and print in PDF format:
- Fund profiles containing detailed information about our most popular funds, including investment strategy, comparative performance and market commentary.
- Fund factsheets - simple, one-page investment factsheets.
Please read the important notes at the foot of the table.
Click headings to view tables
Standard life/personal investment funds
Standard externally managed life/personal investment funds
Important notes
- Please note: an investment's past performance is no guide to its future performance. We don't guarantee these returns and please remember that the value of any investments may go down as well as up.
- Profiles and factsheets showing less than 12 months' performance are for financial adviser use only.
- We don't guarantee the amount you'll get back in the future from what you've invested in the with-profits funds. This is because it depends on the performance of the underlying investments and any smoothing increases or reductions we apply. Smoothing won't be able to counteract the impact of a sustained decline in investment returns.
- For some funds there may be additional charges or additional fund expenses. Fund expenses are the costs associated with the administration and management of the underlying assets of the funds. Please refer to the key features documents and personal illustration for details of costs associated with the administration and management of the underlying assets of the fund(s).
- *The risk rating for each of our funds is based on its risk relative to other funds in our full fund range. It's not its risk compared against industry benchmarks.
- **All property funds invest in property and land. This can be difficult to sell - so you may not be able to sell/cash in your investment when you want to. We may have to delay acting on your instructions to sell your investment. The properties are valued by an independent valuer appointed by a fund manager. The value is generally a matter of the valuer's opinion rather than fact.
- ***The Protected Growth Fund is currently available only where the total yearly charge is 1.5%.
- ****These funds were formerly known as SE INVESCO Balanced Managed and Stockmarket Managed respectively until 31 October 2006.
- You can find more information on this in our Life fund selection brochure, which you can get from us.