This Tier is for members who know a bit more about investing or have specific funds that they want their contributions to be invested in. Funds in this Tier could be useful in expanding your investment portfolio.
You can find a full list of the available Tier 4 funds below, along with the charges and links to the fund factsheets. Factsheets are updated quarterly, within six weeks of each quarter end.
Once you have found the fund(s) that you want, please complete an Investment Instruction Form available here and return it to Group Pensions.
Open funds
|
Fund name |
AMC (%) |
TER (%) |
ISIN |
|
|---|---|---|---|---|
|
Aquila Life World Equity Index |
0.0900 |
0.0990 |
GB00B4X12W39 |
|
|
AXA Framlington American Growth |
0.6500 |
0.7100 |
GB00B5LXGG05 |
|
|
AXA Framlington UK Select Opportunities |
0.6500 |
0.7100 |
GB00B7FD4C20 |
|
| BlackRock Aquila Connect Corporate Bond All Stocks NEW* | 0.0400 | 0.0800 |
GB00B00C3733 |
|
|
BlackRock Gold & General |
0.7500 |
0.9100 |
GB0005852396 |
|
|
HSBC Islamic Global Equity Index Fund |
0.3100 |
0.3100 |
LU1092475968 |
|
|
Insight Broad Opportunities NEW* |
0.5000 | 0.7200 |
IE00B4ZSNV82 |
|
|
iShares Emerging Markets Index |
0.1000 |
0.1800 |
IE00B3D07H30 |
|
|
JPM Natural Resources |
0.7250 |
0.8050 |
GB00B88MP089 |
|
|
LGIM All Stocks Gilt Index |
0.0780 |
0.0780 |
GB00B6V5QM98 |
|
|
LGIM All Stocks Index Linked Gilt |
0.0780 |
0.0780 |
GB00B6V5QJ69 |
|
|
L&G FTSE4Good Developed Equity Index |
0.3400 |
0.3400 |
GB00B6V5VQ89 |
|
|
L&G FTSE4Good UK Equity Index |
0.2400 |
0.2400 |
GB00B6V5VF74 |
|
|
LGIM Future World Global Equity Index NEW* |
0.0950 |
0.1350 |
GB00BHFH0Y89 |
|
|
LGIM Property Fund |
0.6400 |
0.6740 |
GB00B6V5QQ37 |
|
|
LGIM World ex UK Equity Index |
0.1150 |
0.1150 |
GB00B6V5QW96 |
|
|
Nordea 1 GBP Diversified Return NEW* |
0.4700 |
0.6900 |
LU1224691151 | |
|
Schroder Institutional UK Smaller Companies |
0.5400 |
0.5500 |
GB0007893984 |
|
|
Stewart Investors Asia Pacific Leaders |
0.8000 |
0.8400 |
GB0033874768 |
|
|
Vanguard FTSE Developed World ex UK |
0.1200 |
0.1200 |
GB00B59G4Q73 |
*This a new fund. The factsheet currently displayed is the fund manager's own. A scheme-specific factsheet will be available from Q3 2024.
Closed funds
Please note: the funds below are now closed to new investors
|
Fund name |
AMC (%) |
TER (%) |
ISIN |
|
|---|---|---|---|---|
|
abrdn Emerging Markets Equity (CTNB) |
0.9250 |
1.0450 |
GB0033228197 |
|
|
Aegon Investment Grade Bond |
0.6500 |
0.6900 |
GB00B141C763 |
|
|
Aegon UK Corporate Bond |
0.2500 |
0.2544 |
GB0009210609 |
|
|
Aquila Connect Pacific RIM Equity Index |
0.0900 |
0.1045 |
GB00B00C3T58 |
|
|
Aquila Connect US Equity |
0.0900 |
0.0900 |
GB00B00C3X94 |
|
|
Aquila Life Up to 5 Yrs Gilt |
0.0900 |
0.0936 |
GB00B00C2321 |
|
|
AXA Framlington Health |
0.6500 |
0.7100 |
GB00B6WZJX05 |
|
|
AXA IM Global High Income (closed to new investments in March 2023) |
0.5000 |
0.5300 |
GB00B29NGF01 |
|
|
Baillie Gifford UKB Global Alpha Growth Fund |
0.4900 |
0.5100 |
GB00B3PL7966 |
|
|
Baillie Gifford IF Long Term Global Growth Investment Fund |
0.5500 |
0.5700 |
GB00BD5Z1187 |
|
|
Baillie Gifford OGF Emerging Markets Leading Companies Fund |
0.6400 |
0.7000 |
GB00B06HZQ59 | |
|
Baillie Gifford UKB Managed |
0.3400 |
0.3600 |
GB0006010614 | |
|
Baillie Gifford Diversified Growth |
0.4600 |
0.6100 |
GB00B5YBTT55 | |
|
Baillie Gifford OGF European |
0.5900 |
0.6200 |
GB0006058928 | |
|
BlackRock Life Balanced Growth |
0.4900 |
0.4900 |
GB00BF9PL185 |
|
|
BlackRock UK Smaller Companies |
0.6500 |
0.8100 |
GB0005811418 |
|
|
BlackRock UK Special Situations |
0.6500 |
0.8100 |
GB0005805022 |
|
|
BNY Global Equity |
0.3500 |
0.4200 |
GB00B8376K50 |
|
|
BNY Real Return |
0.6900 |
0.7400 |
GB00B01XJC27 |
|
|
CT Global Select |
0.4600 |
0.4900 |
GB00BD1FB566 |
|
| CT UK PAIF Property Fund |
0.7000 |
0.7600 |
GB00BQ1YHS94 |
|
|
EF Tellsons Endeavour Fund |
0.4400 |
0.6800 |
GB00BYWWR883 |
|
|
Invesco High Income |
0.8000 |
0.8000 |
GB00B8N46L71 |
|
|
Invesco Income |
0.8000 |
0.8000 |
GB00B8N46V79 |
|
|
iShares 100 UK Equity Index |
0.1000 |
0.1100 |
GB00B71CXN75 |
Factsheet |
|
Janus Henderson Global Select |
0.7500 |
0.9800 |
GB0007018194 |
|
|
Jupiter China |
0.7900 |
0.7900 |
GB00B3ZPHC12 |
|
|
Jupiter Global Convertibles |
0.8000 |
1.0000 |
LU0522256048 |
|
|
Jupiter India Fund |
0.7900 |
0.7900 |
GB00B4TZHH95 |
|
|
LGIM Cash |
0.0900 |
0.0900 |
GB00B6V5RH11 |
|
|
LGIM Diversified Fund |
0.3400 |
0.3600 |
GB00B6V6GS85 |
|
|
LGIM Global Equity Fixed Weights 60/40 Index |
0.1180 |
0.1180 |
GB00B6V5SX44 |
|
|
LGIM Over 5 Year Index Linked Gilt |
0.0780 |
0.0780 |
GB00B6V5RL56 |
|
|
LGIM World Emerging Market Equity Index |
0.3400 |
0.3400 |
GB00B6V5ZW20 |
|
|
M&G Corporate Bond |
0.3900 |
0.4300 |
GB00BG086Z28 |
|
|
SL abrdn Diversified Growth and Income Pension Fund (Standard Life Inv GARS merged into this fund in December 2023). |
0.5400 |
0.5400 |
GB00B28S0218 |
|
|
Stewart Investors Global Emerging Markets Leaders |
0.6900 |
0.7600 |
GB0033874545 |
|
|
Vanguard US Equity Index CCF |
0.1200 |
0.1200 |
IE00B4NDXJ38 |
Charges are shown as at 30 June 2024.
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.