Life policy investment fund information

For Heritage Equitable Life customers

These are the Utmost investments funds currently available to you for your life policy. In brackets is the old Equitable fund name.

Multi-Asset funds

Multi-Asset Cautious

Multi-Asset Moderate

Multi-Asset Growth

Self-select funds

UK FTSE All Share Tracker (All-Share Tracker)

UK Equity (Pelican)

Asia Pacific Equity (Far Eastern)

European Equity (European)

Global Equity (International)

US Equity (North American)

Managed (Managed)

Bond funds

Sterling Corporate Bond

UK Government Bond (Gilt and Fixed Interest)

Money Market funds

Money Market (Money Fund)

International policyholders

For our International policyholders there are currently two funds available.

US Dollar Global Equity (Global Equity)

US Dollar Global Bond (Global Bond)

Additional information can be found by clicking the link below:

Investment Funds

Customers already with Utmost before January 2020

here are currently six Utmost investments funds available to you for your life policy.

These are:

Utmost Pension Managed Fund

Utmost Pension Equity Fund

Utmost Life Property Fund

Utmost Life Fixed Interest Fund

Utmost Life Tax Exempt Deposit Fund

Utmost Pension Deposit Fund

How to find out more

Additional information can be found by clicking the link below:

Investment Funds

You’ll need to review your investment fund choice regularly to make sure that it meets your risk rating – which may change as you get older.

Please have a look at our Investment Funds hub to find out about Utmost risk ratings and what they mean to you.