Pension funds

With-profits

With-Profits funds

Please select one of the links below to access factsheets for our standard funds. These one page documents provide an overview of the funds, any additional charge/expenses, assets and holdings information and performance data.

Standard funds have a basic annual management charge of 1% and may have additional charges/expenses over and above this level. These are shown where applicable on the factsheets.

Single charge funds were launched from December 2000 and mirror bid-to-bid performance of our standard funds. The funds available to Stakeholder are listed on our Stakeholder performance sheet or prices page.

If the fund you are looking for is not listed, please call our helpdesk on 0845 61 000 10.

With-Profits Factsheets

Fund name
With-Profits Cautious
With-Profits Growth

 

Please note: All documents are in PDF format and require Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you can download it here.