Retirement Account funds

Our fund range has been designed to cater for the needs of different investors with different attitudes to risk. All the funds have a strong track record of performance in their sectors, with the potential for successful growth in the future. However, the value of investments can go down as well as up. 

They are well-known funds, widely respected by investment experts, and have clearly defined objectives that make them appropriate for a retirement income product.

Retirement Advantage 80% Protected Index Portfolio (Morgan Stanley)

Exclusive to The Retirement Account - This fund offers your clients the opportunity for investment growth whilst providing a degree of protection on their money. Our dedicated Protected Index Portfolio page provides all the information your require for you and your client and includes:

The Protected Index Portfolio fund

We also provide a daily Protected Index Portfolio fund report

Protected Index Portfolio daily fund report

ProtectedCautiousBalancedAdventurous
Passive

Protected Index Portfolio

Cautious Index (Vanguard)Balanced Index (Vanguard)Adventurous Index (Vanguard)
ActiveInvestec Multi-Asset ProtectorHenderson Cautious ManagedAXA Framlington Managed BalancedThreadneedle Managed Equity
Threadneedle Dynamic Real ReturnJupiter Merlin Balanced PortolioJupiter Merlin Growth Portolio
Invesco Perpetual DistributionAXA DistributionHenderson Global Equity Income
CashInsight Liquidity

*Standard Life Investments - GARS  / Protected Index Portfolio - These funds makes extensive use of derivatives. These are more complex investments, and it is important that investors understand that they carry additional risks in adverse market conditions.



For further information regarding The Retirement Account funds please select from the list below

Fund fact sheets and their performance                  

Further information about the performance of The Retirement Account funds provided by Morningstar

Daily unit prices

The Retirement Account fund unit prices

Fund types and their managers 

The Retirement Account fund types and information about their managers

Retirement Advantage (RA) Oversight Committee & Quarterly report

Edited version of the minutes of the most recent meeting of the Retirement Advantage (RA) Oversight Committee, held between RA and Square Mile. Discussed was the performance and management of the funds which are available for investment for RA’s Retirement Account.

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Fund range and investment proposition
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Further information regarding our fund range including how we worked in conjunction with Square Mile to select the fund range.
Investment fund summary
Further information about The Retirement Account funds, including how the funds were chosen, risk levels and fund objectives. 

We have selected the range of funds for The Retirement Account in consultation with Square Mile, a respected independent investment consulting and research organisation based in the City of London

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Square Mile’s team of investment analysts is one of the strongest and most respected in the UK. Their focus is investment research, meeting fund managers to understand how those managers work, how they think and how they react to markets. 

Each of our funds has been selected by Square Mile for its ability to meet agreed investment objectives, its value for money and its investment performance. Funds are constantly monitored to ensure that they continue to provide investors with the best opportunity to meet their long term objectives, with changes made if necessary.

Over 1500 companies and businesses make use of Square Mile’s research, including financial advisers, life assurance companies and investment fund platforms. Source: Square Mile Investment Consulting & Research