Managed Fund

Investment Objective
This fund aims to maximise the overall return from investments covering UK and overseas equities, gilts and fixed-interest stock and property.

Investment Policy
UK and overseas equities, gilts and fixed-interest stock and property are acquired through investment in our other funds and/or by direct investment.

Risk/Return Relationship
The Managed Fund is a medium risk fund. It has considerable diversification and includes a proportion of international assets which are subject to the additional risk associated with overseas investments. This is offset, to some degree, by investment in fixed-interest securities.

Further Information

Managed - Life Fund factsheet (PDF new window)

Managed - Pension Fund factsheet (PDF new window)

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