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Fund factsheets
These fund factsheets are only for existing customers to use when assessing the funds in which they are invested. They refer only to investments started before the 24th June, 2010.
If you want to make changes to the amount you have invested in a fund, move into a different fund, or start a new investment, you should book an appointment with a financial adviser.
Gilt and Fixed Interests (Life)
Gilt and Fixed Interest (Pension)
ISA/CIP Portfolio 2 (Pre 06/04/05)
ISA/CIP Portfolio 2 (Post 06/04/05)
ISA/CIP Portfolio 3 (Post 30/07/07)
ISA/CIP Portfolio 4 (Post 30/07/07)
ISA/CIP Portfolio 5 (Post 30/07/07)
PIP Portfolio 2 (Pre 06/04/05)
PIP Portfolio 2 (Post 06/04/05)
PIP Portfolio 3 (Post 30/07/07)
PIP Portfolio 4 (Post 30/07/07)
PIP Portfolio 5 (Post 30/07/07)
SHP Portfolio 2 (Post 30/07/07)
SHP Portfolio 3 (Post 30/07/07)
SHP Portfolio 4 (Post 30/07/07)
SHP Portfolio 5 (Post 30/07/07)
