Unit Linked
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.
Unit-Linked Life
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, 31KB)
Adventurous (PDF, 31KB)
Balanced PDF, 32KB)
Balanced Fund of Funds (PDF, 154KB)
Cash Fund (PDF, 31KB)
Cautious (PDF, 29KB)
CM Boston Co US Opportunities Life (PDF, 143KB)
CM Newton Multi-Asset Diversified Return Life (PDF, 142KB)
CM UK Smaller Companies (PDF, 175KB)
Corporate Bond (PDF, 29KB)
Distribution S2 Inc/Acc (PDF, 30KB)
Distribution (Series 1 Accumulation) (PDF, 30KB)
Distribution Fund (Series 1 Income) (PDF, 135KB)
Dynamic Return (PDF, 156KB)
Dynamic Return G (PDF, 154KB)
Ethical Fund (PDF, 33KB)
European (PDF, 31KB)
Evergreen Fund (PDF, 32KB)
Far Eastern (PDF, 31KB)
Fidelity American (PDF, 141KB)
Fidelity Asia (PDF, 206KB)
Fidelity Defensive (PDF, 142KB)
Fidelity European (PDF, 141KB)
Fidelity Extra Income (PDF, 192KB)
Fidelity Moneybuilder Income (PDF, 191KB)
Fidelity Moneybuilder Growth (PDF, 191KB)
Fidelity Worldwide Special Situations (PDF, 140KB)
Gilt & Fixed Interest Fund (PDF, 32KB)
International Fixed Income (PDF, 31KB)
International Growth (PDF, 32KB)
Invesco Perpetual Corporate Bond (PDF, 143KB)
Invesco Perpetual Distribution (PDF, 143KB)
Invesco Perpetual Emerging Countries (PDF, 193KB)
Invesco Perpetual Global Bond (PDF, 140KB)
Invesco Perpetual Global Smaller Companies (PDF, 334KB)
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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Managed Income Acc (PDF, 142KB)
Managed Income Inc (PDF, 84KB)
Newton Balanced Fund (PDF, 146KB)
Newton Continental European Fund (PDF, 143KB)
Newton Global Equity Fund (PDF, 143KB)
Newton Global Income Life (PDF, 188KB)
Newton UK Income Life (PDF, 188KB)
Newton International Bond (PDF, 141KB)
Newton Multi-Asset Growth Life (PDF, 148KB)
Newton Oriental (PDF, 189KB)
Newton UK Equity Fund (PDF, 145KB)
Non-Equity (PDF, 31KB)
North American (PDF, 32KB)
Schroder Corporate Bond Fund (PDF, 177KB)
Schroder European Alpha (PDF (PDF, 141KB)
Schroder Gilt & Fixed Interest (PDF, 140KB)
Schroder Global Climate Change (PDF, 382KB)
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, 154KB)
Special Situations (PDF, 154KB)
Target Return (PDF, 150KB)
* 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, 177KB)
UBS US Equity Fund (PDF, 143KB)
UK Equity Income Acc (PDF, 152KB)
UK Equity Income Inc (PDF, 89KB)
UK Gilt (PDF, 152KB)
UK Growth (PDF, 152KB)
UK Index-Linked Gilt (PDF, 152KB)
UK Property (PDF, 31KB)