Diversified growth

Overview

Equity

Bonds / cash

Alternatives

ESG

You can find a full list of the available diversified growth funds below, along with the charges and links to the fund factsheets. Factsheets are updated quarterly, within six weeks of each quarter end.

Fund name	AMC (%)	TER (%)	ISIN
AB Dynamic Diversified Beta The Dynamic Diversified Beta Portfolio is designed for pension schemes looking for a lower-cost core growth Fund which provides less volatile returns than a typical passive global developed equities Fund.	0.1900	less than 0.2500	XOVY (Citi code)	Factsheet
Insight Broad Opportunities The Fund aims to deliver attractive positive long-term returns.	0.5400	0.7200	IE00B4ZSNV82	Factsheet
Nordea Diversified Return The fund aims to preserve shareholders' capital (over a three year investment horizon) and provide a stable, positive rate of return on investment. Investments are made globally in equities, bonds (including bonds convertible in equity shares) and money market instruments denominated in various currencies. This sub-fund may also invest in financial derivative instruments - like equity and fixed income futures - to adjust the portfolio's beta and duration. Actively managed without reference or constraints relative to its benchmark.	0.5000	0.6900	LU1224691151	Factsheet
Schroder Life Intermediated Diversified Growth The Fund aims to invest in a broad range of asset classes to generate a return of UK inflation (as measured by the UK Consumer Price Index) +5% per annum over an economic cycle, typically 5 years, with volatility less than two thirds of global equities.	0.5900	0.6400	GB00B1XH5C18	Factsheet

Charges are shown as at 31 March 2025.

For some funds you may notice a difference in the fund charges displayed here compared to those on the factsheets. This is due to the factsheets being produced at a different point in time to the table above. The factsheets include the date at which all information and charges are effective from.

Where possible, ABF funds use the same comparator as the underlying fund. In some cases, where ABF are not licensed to access a particular index to use as a comparator, the Trustees have taken advice from their investment consultants Mercer and selected an appropriate alternative comparator.

Diversified growth

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