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Group Stakeholder Pension
Mastertrust sole governance fund range
Portfolio Plus Trustee Investment Plan
Trustee Buy Out Plan
WorkSave Buy Out Plan
WorkSave Pension Plan (generation 3)
WorkSave Pension Plan (non-generation 3)
WorkSave Pension Trust

Important Information

The fund performance provided is: 

  • after all fund charges have been taken, but doesn't include any other product charges. Please see your product literature for more information on charges.
  • assuming all income generated by the investments remains within the fund

Please bear in mind that past performance is not a guide to future returns. The value of an investment and any income taken from it is not guaranteed and may go down as well as up. You could get back less than you invest.

Performance data source: Lipper. 

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