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.
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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)
CM Boston Co US Opportunities Pension (PDF, 143KB)
CM Newton Multi-Asset Diversified Return Pension (PDF, 142KB)
CM UK Smaller Companies (PDF, 175KB)
Corporate Bond (PDF, 30KB)
Defensive Managed (PDF, 30KB)
Dynamic Return (PDF, 156KB)
Dynamic Return G (PDF, 154KB)
Ethical Fund (PDF, 33KB)
European (PDF, 31KB)
Far Eastern (PDF, 31KB)
Fidelity American (PDF, 141KB)
Fidelity Asia (PDF, 201KB)
Fidelity Defensive (PDF, 142KB)
Fidelity European (PDF, 141KB)
Fidelity Extra Income (PDF, 192KB))
Fidelity Moneybuilder Growth (PDF, 77KB)
Fidelity Moneybuilder Income (PDF, 191KB)
Fidelity Worldwide Special Situations (PDF, 140KB)
Gilt & Fixed Interest Fund (PDF, 31KB)
Global Equity Tracker Fund (PDF, 138KB)
Halifax Fund (PDF, 30KB)
International Fixed Income (PDF, 31KB)
International Growth (PDF, 31KB)
Invesco Perpetual Corporate Bond (PDF, 141KB)
Invesco Perpetual Distribution (PDF, 143KB)
Invesco Perpetual Emerging Countries (PDF, 193KB)
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)
Japanese (PDF, 32KB)
* 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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Newton Balanced Fund (PDF, 146KB)
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 Oriental (PDF, 189KB)
Newton UK Equity Fund (PDF, 145KB)
Non-Equity (PDF, 31KB)
North American (PDF, 29KB)
Retirement Protection Fund (PDF, 30KB)
Schroder Corporate Bond Fund (PDF, 177KB)
Schroder European Alpha (PDF, 141KB)
Schroder Gilt & Fixed Interest (PDF, 140KB)
Schroder Global Climate Change (PDF, 162KB)
Schroder Global Equity Fund (PDF, 145KB)
Schroder Global Real Estate Securities (PDF, 161KB)
Schroder Income (PDF, 144KB)
Schroder Managed Balanced Fund (PDF, 184KB)
Schroder Monthly High Income Fund (PDF, 117KB)
Schroder Tokyo (PDF, 139KB)
Schroder UK Smaller Companies (PDF, 145KB)
Schroder US Small & Mid Cap (PDF, 161KB)
Smaller Companies (PDF, 31KB)
Special Situations (PDF, 31KB)
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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UBS Global Allocation (PDF, 189KB)
UBS Global Growth Fund (PDF, 143KB)
UBS US Equity Fund (PDF, 143KB)
UK Alpha Fund of Funds (PDF, 153KB)
UK Equity Income (PDF, 32KB)
UK Equity Tracker Fund (PDF, 33KB)
UK Gilt (PDF, 32KB)
UK Growth (PDF, 32KB)
UK Index-Linked Gilt (PDF, 32KB)
UK Property (PDF, 311KB)