The Retirement Account

A unique drawdown solution

Performance information including fund fact sheets

Fund facts sheets 

To view fund fact sheets please select the type of fund from the tabs below.

Actively managed

Cautious 

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Canlife TRA Portfolio 3 

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Portfolio III) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund


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Canlife TRA Portfolio 4

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Portfolio IV) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund

Balanced

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Canlife TRA Portfolio 5

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Portfolio V) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund

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Canlife TRA Portfolio 6

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Portfolio VI) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund


Adventurous 

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Canlife TRA Portfolio 7

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Portfolio VII) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund

Cautious 

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Canlife TRA Managed (0%-35% shares)

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Managed 0%-35%) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund

DT Ratings-3

Balanced 

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Canlife TRA Managed (40%-85% Shares)

This fund was launched 14/05/2018 so minimal past performance information is available. To ensure you have an understanding of how the fund has performed in the past we have linked to the underlying OEIC (LF Canlife Balanced) for reference below. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Find out more about the underlying fund

Cautious

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Retirement Advantage TRA Invesco Perpetual Distribution  

DT rating 5

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Retirement Advantage TRA Janus Henderson Cautious Managed

DT rating 4

Retirement Advantage TRA Threadneedle Dynamic Real Return

This fund was launched on the 14/08/2017 so there is minimal past performance information available. To ensure you have a fuller understanding of how the underlying funds has performed in the past we have linked to the Columbia Threadneedle factsheet.

Please note that this fact sheet is for reference only and the asset allocation, charges and performance of the Retirement Account fund may differ.

Find out more about the underlying fund

Balanced 

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Retirement Advantage TRA AXA Distribution

 

 

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Retirement Advantage TRA AXA Framlington Managed Balanced

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Retirement Advantage TRA Jupiter Merlin Balanced Portfolio DT rating 6

Adventurous 

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Retirement Advantage TRA Janus Henderson Global Equity Income fund fact sheet 

 

 

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Retirement Advantage TRA Jupiter Merlin Growth Portfolio

DT rating 7

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Retirement Advantage TRA Threadneedle Managed Equity fund fact sheet

 DT rating 7

Monthly performance summary

 A summary of how each of the funds is performing can be seen here.

Retirement Account monthly fund performance summary 

Contact your local Business Development Manager 

Want to find out more about The Retirement Account funds? Speak to your local Business Development Manager or call us on 0800 912 9945. 

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