Here's where you can find out more about our extended fund range. You have three choices of investment strategy for pensions and two for life, which you can use individually or combine.
We are delighted to introduce our new investment partner, J.P. Morgan Asset Management, an investment manager with a 150-year history and the scale and expertise that we believe would be necessary to help your money grow over time. Some of the investment funds we offer may also hold investments managed by Aberdeen Standard Investments.
To view a fund factsheet, click on the fund name below. For funds transferred from Equitable Life, the old name is shown in brackets.
The value of investments and the income from them can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of what might happen in the future. It is important that you regularly review your unit-linked investments to make sure that they fit your needs and that you are comfortable with the level of risk.
Please note that it is not possible to pay in additional contributions, or switch your savings into the Secure Cash Fund. This is a temporary fund, set up to give former Equitable Life policyholders time to make their fund choices following the transfer to Utmost Life and Pensions. The Secure Cash Fund will be closed at the end of the year.
|Self-select equity funds (Pensions)||Self-select equity funds (Life)|
|UK FTSE All-Share (All-Share Tracker)||UK FTSE All-Share (All-Share Tracker)|
|UK Equity (Pelican)||UK Equity (Pelican)|
|Asia Pacific Equity (Far Eastern)||Asia Pacific Equity (Far Eastern)|
|European Equity (European)||European Equity (European)|
|Global Equity (International)||Global Equity (International)|
|US Equity (North American)||US Equity (North American)|
|Other funds (Pensions)||Other funds (Life)|
|Fund of Investment Trusts (closed to new investment)||Fund of Investment Trusts (closed to new investment)|
|Property (closed to new investment)||Property (closed to new investment)|
You will find details of individual fund charges including transaction costs here.
You will find details of our fund and markets update bulletin here.
The key to successful investing isn’t trying to predict the future, but learning from the past and understanding the present. Staying focused and not being swayed by the market’s daily ups and downs is key.