Individual 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.
Individual 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.
-
Absolute Return (PDF, 30KB)
Adventurous (PDF 30KB) (PDF, 30KB)
Balanced (PDF 31KB) (PDF, 31KB)
Balanced Fund of Funds (PDF, 154KB)
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, 31KB)
Clerical Medical UK Equity Tracker 2 CM1 (PDF, 183KB)
Clerical Medical UK Equity Tracker 3 CM1 (PDF, 31KB)
Clerical Medical UK Equity Tracker 4 CM1 (PDF, 175KB)
Clerical Medical UK Equity Tracker 6 CM1 (PDF, 32KB)
Clerical Medical UK Equity Tracker 7 CM1 (PDF, 32KB)
CM BNY Mellon US Equity Income Fund Pension (PDF, 143KB)
CM Invesco Perpetual Global Emerging Markets (PDF, 193KB)
CM Newton Multi-Asset Balanced (PDF, 146KB)
CM Newton Multi-Asset Diversified Return Pension (PDF, 142KB)
CM Schroder Global Cities Real Estate (PDF, 161KB)
CM Schroder QEP Global Core (PDF, 162KB)
CM Vanguard ESG Developed World All Cap Equity Index 2 CM1 (PDF, 33KB)
CM Veritas Asian Pension (PDF, 189KB)
Corporate Bond (PDF, 30KB)
Defensive Managed (PDF, 30KB)
Dynamic Return (PDF, 156KB)
Dynamic Return G (PDF, 154KB)
Fidelity American (PDF, 141KB)
Fidelity Asia (PDF, 201KB)
Fidelity Defensive (PDF, 142KB)
Fidelity European (PDF, 141KB)
Fidelity Extra Income (PDF, 192KB))
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 Fixed Income (PDF, 31KB)
International Growth (PDF, 31KB)
Invesco Perpetual Corporate Bond (PDF, 141KB)
Invesco Perpetual Distribution (PDF, 143KB)
Invesco Perpetual Global Bond (PDF, 140KB)
Invesco Perpetual Global Smaller Companies (PDF, 302KB)
Invesco Perpetual Hong Kong & China (PDF, 190KB)
Invesco Perpetual Monthly Income Plus (PDF, 144KB)
Invesco Perpetual UK Focus (PDF, 184KB)
* 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.
-
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 Growth Pension (PDF, 148KB)
Newton UK Equity Fund (PDF, 145KB)
Non-Equity (PDF, 31KB)
Retirement Protection Fund (PDF, 30KB)
Schroder Corporate Bond Fund (PDF, 177KB)
Schroder Gilt & Fixed Interest (PDF, 140KB)
Schroder Global Equity Fund (PDF, 145KB)
Schroder Income (PDF, 144KB)
Schroder Managed Balanced Fund (PDF, 184KB)
Schroder Monthly High Income Fund (PDF, 117KB)
Schroder Tokyo (PDF, 139KB)
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.
-
UK Equity Tracker Fund (PDF, 33KB)
UK Gilt (PDF, 32KB)
UK Index-Linked Gilt (PDF, 32KB)
UK Property (PDF, 311KB)