Your attitude towards risk may be
High
If you are comfortable with a limited investment strategy and uncomfortable managing your own investments while you’re a member of the Trust, the Life Stage strategy might suit you.
Alternatively, if you would prefer to make your own investment decisions and accept it is your responsibility to continue to monitor your investments, as your personal circumstances change, you may consider the Self Select investment options, with a focus on funds in the high risk category.
Your attitude towards risk may be
Moderate
If you are comfortable with a limited investment strategy and uncomfortable managing your own investments while you’re a member of the Trust, the Life Stage strategy might suit you.
Alternatively, if you would prefer to make your own investment decisions and accept it is your responsibility to continue to monitor your investments, as your personal circumstances change, you may consider the Self Select investment options, with a focus on funds in the moderate risk category.
Your attitude towards risk may be
Cautious
If you are comfortable with a limited investment strategy and uncomfortable managing your own investments while you’re a member of the Trust, the Life Stage strategy might suit you.
Alternatively, if you would prefer to make your own investment decisions and accept it is your responsibility to continue to monitor your investments, as your personal circumstances change, you may consider the Self Select investment options, with a focus on funds in the cautious risk category.
Cautious
- Annuity Preparation
- Cash
- Cautious Growth
- Corporate Bond
- Fixed Interest Gilt
- Indexed Linked Gilt
Moderate
- Balanced Growth
- Multi-Asset
High Risk
- Adventurous Growth
- Emerging Markets
- Ethical
- Global Equity
- Overseas Equity
- Private Markets
- Property
- Shariah
- UK Equity
- UK Equity High Alpha
- Unconstrained Global Equity
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