Group Pensions
Important note:- This information is only for existing customers to use when assessing the funds in which they're invested. If you want to make changes to the amount you invest in a fund, move into a different fund or start a new investment, you should speak to a financial adviser. This material should not be relied upon as sufficient information to support an investment decision.
Group pensions (excluding Clerical Medical Managed Funds Limited and Pension Fund Management)
Clerical Medical UK plans can be invested in a range of funds. The fund factsheets summarise key information about these funds. Click on a section below and then select the fact sheet you want.
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Adventurous (PDF, 30KB)
Balanced (PDF, 31KB)
Balanced Fund of Funds (PDF, 154KB)
Blackrock Over 5 Year Index-Linked Gilt ‐ Group Pensions Only (PDF, 154KB)
Blackrock Over 15 Year Gilt Index ‐ Group Pensions Only (PDF, 153KB)
Blackrock UK Equity Index ‐ Group Pensions Only (PDF, 214KB)
Blackrock World (Ex UK) Equity Index ‐ Group Pensions Only (PDF, 216KB)
Cash Fund (PDF, 31KB)
Cautious (PDF, 30KB)
Clerical Medical International Growth 6 CM1 (PDF, 29KB)
Clerical Medical International Growth 7 CM1 (PDF, 31KB)
Clerical Medical International Growth 8 CM1 (PDF, 32KB)
Clerical Medical International Growth 9 CM1 (PDF, 30KB)
Clerical Medical UK Equity Tracker 2 CM1 (PDF, 30KB)
Clerical Medical UK Equity Tracker 4 CM1 (PDF, 175KB)
Clerical Medical UK Equity Tracker 6 CM1 (PDF, 152KB)
Clerical Medical UK Equity Tracker 7 CM1 (PDF, 31KB)
CM Blackrock Corporate Bond All Stock (PDF, 154KB)
CM BNY Mellon US Equity Income Fund Pension (PDF, 143KB)
CM Newton Multi-Asset Diversified Return Pension (PDF, 142KB)
CM Vanguard ESG Developed World All Cap Equity Index CM1 (PDF, 31KB)
CM Vanguard ESG Developed World All Cap Equity Index 2 CM1 (PDF, 33KB)
Dynamic Return (PDF, 156KB)
Fidelity Defensive (PDF, 142KB)
Fidelity Moneybuilder Corporate Bond Pension (PDF, 191KB)
Fidelity Moneybuilder Growth (PDF, 77KB)
Fidelity Worldwide Special Situations (PDF, 140KB)
Gilt & Fixed Interest Fund (PDF, 31KB)
Global Equity Tracker Fund (PDF, 138KB)
International Growth (PDF, 31KB)
Invesco Perpetual Distribution (PDF, 143KB)
Invesco Perpetual Global Bond (PDF, 140KB)
* Income distributing funds are not available as a fund option on With-Profits Bonds. The With-Profits Bond is no longer available to new investors.
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Liquidity (PDF, 30KB)
Newton Continental European Fund (PDF, 142KB)
Newton Global Equity Fund (PDF, 144KB)
Newton Global Income Pension (PDF, 487KB)
Newton UK Income Pension (PDF, 188KB)
Newton International Bond (PDF, 141KB)
Newton Multi-Asset Balanced Fund (PDF, 146KB)
Newton Multi-Asset Growth Pension (PDF, 148KB)
Newton UK Equity Fund (PDF, 145KB)
Non-Equity Managed (PDF, 30KB)
Retirement Protection Fund (PDF, 30KB)
Schroder Corporate Bond Fund (PDF, 177KB)
Schroder Gilt & Fixed Interest (PDF, 140KB)
Global Equity Fund (PDF, 145KB)
Schroder Managed Balanced Fund (PDF, 184KB)
Schroder Monthly High Income Fund (PDF, 117KB)
Target Return (PDF, 153KB)
* Income distributing funds are not available as a fund option on With-Profits Bonds. The With-Profits Bond is no longer available to new investors.
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UK Equity Tracker Fund (PDF, 33KB)
UK Index-Linked Gilt (PDF, 175KB)
UK Property (PDF, 311KB)
Veritas Asian (PDF, 189KB)