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INVESTMENT OPTIONS

MONEY PURCHASE SECTION

You have a number of choices where you can invest your Retirement Account. You can either invest in:

A. Lifestyle Options or

B. In a mix of funds that you choose yourself.

Want more information?

  • Read the investment section of the Member Guide for an overview of your choices.

  • Review the Fund Charges Fact Sheet for information about the fees and charges for each fund.

  • Review the Fund Fact Sheets to see the latest performance information for each fund.

  • View daily fund prices and weekly fund performance for your funds on the fund prices web page

Want to take action?

Fund Fact Sheets

Fund fact sheets are updated quarterly and show the latest fund performance information, the fund breakdown and a commentary from the fund manager.

Fund Fact Sheets:

Passive Global Equity (inc. UK) Fund

Active Global Equity (inc. UK) Fund

Diversified Return Fund

Pre-Retirement Fund

Pre-Retirement Inflation Linked Fund

Money Market Fund

Ethical Fund

Shariah Fund