Personal investment

Cautious managed

Cautious Managed 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.

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

Cautious Managed Fund Factsheets
Fund name
50/50 Cautious Managed Collection
60/40 Cautious Managed Collection
Distribution
SE Gartmore Cautious Managed
SE Insight Investment Diversified Target Return
SE Investec Cautious Managed
Select Distribution
SE UBS Targeted Return

 

Click the image to download a copy of Adobe Acobat

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.

Bonus declaration

2007 Bonus declaration

Investment Managers

We're working closely with some of the most respected in the UK, including AEGON Asset Management.