The Retirement Account

Certainty, flexibility and simplicity for life

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. 

Funds are selected for their ability to meet agreed investment objectives, value for money, investment performance and to help protect you from the risks associated with investing while drawing an income in retirement. A strict governance process exists which means you can be confident in the quality and ongoing management of the funds you invest in.

ProtectedCautiousBalancedAdventurous
Passive

Protected Index Portfolio*

Cautious Index (Vanguard)Balanced Index (Vanguard)Adventurous Index (Vanguard)
ActiveInvestec Multi-Asset ProtectorCanlife TRA Managed (0%-35% Shares)**AXA DistributionCanlife TRA Portfolio 7**
Canlife TRA Portfolio 3**AXA Framlington Managed BalancedJanus Henderson Global Equity Income
Canlife TRA Portfolio 4**Canlife TRA Managed (40%-85% Shares)**Jupiter Merlin Growth Portfolio
Invesco Perpetual DistributionCanlife TRA Portfolio 5**Threadneedle Managed Equity
Janus Henderson Cautious ManagedCanlife TRA Portfolio 6**
Threadneedle Dynamic Real ReturnJupiter Merlin Balanced
CashInsight Liquidity

*Protected Index Portfolio – This fund makes use of a derivative which is a more complex investment. It is important that investors understand the additional risk in adverse market conditions.

**The Canlife TRA Portfolios and TRA Managed funds invest into Canada Life Investments’ OEICS named LF Canlife Portfolio III, IV, V, VI, VII, LF; Canlife Managed 0-35% and LF Canife Balanced. The TRA versions of these funds were only launched in May 2018 so have minimal past performance information. We have provided links to the underlying OEICS in the performance page for reference. Please note that these fund fact sheets are for reference only and the asset allocation, charges and performance of the TRA fund may differ.

Retirement Advantage 80% Protected Index Portfolio (Morgan Stanley)

Exclusive to The Retirement Account - The Protected Index Portfolio invests in assets that have the potential to grow your pension over the long term. It also comes with another valuable feature. The fund protects your money so that it can never fall below 80% of the highest value* it has achieved. 

Find out more about the Protected Index Portfolio by downloading the customer brochure - 

Download the Protected Index Portfolio customer brochure

Performance information including fund fact sheets

Performance information including fund fact sheets

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