About our funds

Our funds invest in a range of underlying funds provided by other respected UK fund managers. We work with these professional fund managers to provide a wide choice of funds suitable for pension investment.

We use external fund managers for their expertise and because it creates efficiencies that we can pass on as overall cost savings to you. If you invested separately into each of the underlying funds it could be more expensive.

Select your product below to view your relevant fund information.

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Funds and their performance

Prices quoted as at 19/10/2018

Fund name Category Sell Buy Change Key documents
LF Global Equity Index PPF Equity Funds 108.01 108.01 -0.08 Underlying Fund Factsheet
LF UK Gilt PPF Gilt Funds 279.98 279.98 +0.25 Underlying Fund Factsheet
LF Cautious Mgd PPF Mixed Asset Funds 313.79 313.79 -0.21 Underlying Fund Factsheet
LF Multi-Asset PPF Mixed Asset Funds 376.18 376.18 +0.68 Underlying Fund Factsheet
LF Cash PPF Money Market Funds 150.07 150.07 -0.01 Underlying Fund Factsheet

How we manage the funds

We select and review this range of funds in conjunction with our investment advisers. All the funds we invest in are subject to extensive due diligence assessments both before and after investment. Our Investment Oversight Committee regularly monitors and reviews the performance of our full fund range, to ensure each fund is meeting its investment objective.

Who are the underlying fund managers?

We invest in funds run by UK fund managers including Henderson Global Investors, Aberdeen Asset Management and Legal & General Investment Management.

Key fund documents

When you take a look at the fund factsheet for your fund, you’ll notice that we give you the underlying manager’s fund factsheet. All the information on the sheet is correct, but the annual management charge and minimum investments vary according to your plan. Please refer to your product guide for details.

More information:

Annual Long Form Report and Accounts
Interim Long Form Report and Accounts
Prospectus

How we manage the funds

We select and review this range of funds in conjunction with our investment advisers. All the funds we invest in are subject to extensive due diligence assessments both before and after investment. Our Investment Oversight Committee regularly monitors and reviews the performance of our full fund range, to ensure each fund is meeting its investment objective.

Who are the underlying fund managers?

We invest in funds run by UK fund managers including Henderson Global Investors and Legal & General Investment Management.

Key fund documents

When you take a look at the fund factsheet for your fund, you’ll notice that we give you the underlying manager’s fund factsheet. All the information on the sheet is correct, but the annual management charge and minimum investments vary according to your plan. Please refer to your product guide for details.

More information:

Annual Long Form Report and Accounts
Interim Long Form Report and Accounts
Prospectus

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