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Fund options

We're sure we've got a fund option that's just right for you

fund options

Your Flexible Guarantee Bond Series 3 options explained

In three manageable chunks

Balanced Series 2

  • This fund option is designed to provide long term moderate growth together with a low to medium level of investment risk.
  • The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments.
  • The fund aims to avoid sharp rises and falls by averaging the investment return over a rolling 26 week period.
 

Cautious Series 2

  • This fund option is designed to provide long term steady growth together with a low level of investment risk.
  • The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments.
  • The fund aims to avoid sharp rises and falls by averaging the investment return over a rolling 26 week period.
 

Managed Growth

  • This fund option is designed to provide the long term growth together with a medium level of investment risk.
  • The Fund invests, either directly or indirectly, in a diversified portfolio of fixed interest securities, equities, property, cash and other related instruments.
  • The fund aims to avoid sharp rises and falls by averaging the investment return over a rolling 26 week period.
 

Add a financial safety net to your investments with an optional guarantee

We know it's vital to feel comfortable and reassured with your investment choice. That's why we offer the option of buying an investment guarantee.

  • When you buy a guarantee, we promise that at the end of the guarantee term, your bond will be worth at least the amount of the investment at the time you bought the guarantee, less any withdrawals including any on-going and ad-hoc adviser charges, paid out. Naturally, if your bond is worth more than the guaranteed amount you'll get the extra as well.
  • You can buy a guarantee when you start your bond or at any time afterwards.
  • You can also replace an existing guarantee at any time. This means you can lock in any gains your investment has made if you're worried about market downturn.