Investment factsheets
Annual fund charges
A summary of the annual fund charges for each of the investment funds available.
| Investment factsheets |
|---|
| Individual factsheets giving information about each investment fund for the 3 months from 1st October to 31st December 2024. |
| Annuity target** |
| Diversified investments* |
| Global company bonds (index tracker) |
| Global shares (index tracker)* |
| Global shares (responsible investment) (index tracker) |
| Money markets* |
| Shariah law (index tracker) |
| UK government bonds (index tracker) |
| UK shares (index tracker) |
*These funds are used for the Guided options.
** This fund is also used for the Guided option and is not available to members investing their savings through Customised.