Tier 4: Funds 'on request'

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.

 Fund name

AMC

TER

ISIN number

 

 Aberdeen Emerging Markets Equity

0.9250

1.1350 

GB0033228197

Factsheet

 Aegon Investment Grade Bond
(previously Kames Investment Grade Bond)

0.6500 

0.6700 

GB00B141C763

Factsheet

 Aegon UK Corporate Bond

0.2500

0.2585

GB0009210609

Factsheet

 Aquila Connect Pacific RIM Equity Index

0.0900 

0.1045 

GB00B00C3T58

Factsheet

 Aquila Connect US Equity

0.0900 

0.0973

GB00B00C3X94

Factsheet

 Aquila Life Up to 5 Yrs Gilt

0.0900 

0.0900 

GB00B00C2321

Factsheet

 Aquila Life World Equity Index

0.0900 

0.0992 

GB00B4X12W39

Factsheet

 AXA Framlington American Growth

0.6500 

0.7200 

GB00B5LXGG05

Factsheet 

 AXA Framlington Health

0.6500 

0.7200 

GB00B6WZJX05

Factsheet

 AXA Framlington UK Select Opportunities

0.6500 

0.7300 

GB00B7FD4C20

Factsheet

 AXA IM Global High Income

0.5000 

0.5700 

GB00B29NGF01

Factsheet 

 Baillie Gifford Diversified Growth

0.5900 

0.7600 

GB00B5YBTT55

Factsheet

 Baillie Gifford European

0.5900 

0.6300 

GB0006058928

Factsheet

 Baillie Gifford Managed

0.3400 

0.3800 

GB0006010614

Factsheet

 BlackRock Gold & General

0.7500 

0.9300 

GB0005852396

Factsheet

 BlackRock Life Balanced Growth

0.4900 

0.4939 

GB00BF9PL185

Factsheet

 BlackRock UK Smaller Companies

0.6500 

0.8200

GB0005811418

Factsheet

 BlackRock UK Special Situations

0.6500 

0.8200 

GB0005805022

Factsheet

 BNYM Global Equity

0.3500

0.4000

GB00B8376K50

Factsheet

 BNYM Real Return

0.6900

0.7400

GB00B01XJC27

Factsheet

 EF Tellsons Endeavour Fund

0.4400 

0.7800 

GB00BYWWR883

Factsheet

 HSBC Islamic Global Equity Index

0.3400 

0.3400 

LU1092475968

Factsheet

 Invesco High Income

0.9700 

0.9700 

GB00B8N46L71

Factsheet 

 Invesco Income

0.9600 

0.9600 

GB00B8N46V79

Factsheet

 Investec Cautious Managed

0.6500 

0.7700 

GB00B2Q1J816

Factsheet

 iShares Emerging Markets Index

0.1000 

0.1600 

IE00B3D07H30

Factsheet

 Janus Henderson Global Equity

0.7500 

1.3400 

GB0007018194

Factsheet

 JPM Natural Resources

0.7250 

0.7950 

GB00B88MP089

Factsheet 

 Jupiter China

0.7900

1.0700

GB00B3ZPHC12

Factsheet

 Jupiter Global Convertibles

0.8000 

1.0200 

LU0522256048

Factsheet

 Jupiter India Fund

0.7900 

1.1100 

GB00B4TZHH95

Factsheet

 LGIM All Stocks Gilt Index

0.0780 

0.0780 

GB00B6V5QM98

Factsheet

 LGIM All Stocks Index Linked Gilt

0.0780 

0.0780 

GB00B6V5QJ69

Factsheet

 LGIM Cash

0.0900 

0.0900 

GB00B6V5RH11

Factsheet

 LGIM Diversified Fund

0.3400

0.3500 

GB00B6V6GS85

Factsheet

 LGIM Ethical Global Equity Index

0.3400 

0.3400 

GB00B6V5VQ89

Factsheet

 LGIM Ethical UK Equity Index

0.2400 

0.2400 

GB00B6V5VF74

Factsheet

 LGIM Global Equity Fixed Weights 60/40 Index

0.1180 

0.1180 

GB00B6V5SX44

Factsheet

 LGIM North American Equity Index 0.1200 0.1200 GB00B6V5Q308 Factsheet

 LGIM Over 5 Year Index Linked Gilt

0.0780 

0.0780 

GB00B6V5RL56

Factsheet

 LGIM Pre‐Retirement Inflation Linked

0.1000 

0.1000 

GB00B6V5X395

Factsheet

 LGIM Property Fund

0.6400 

0.6600 

GB00B6V5QQ37

Factsheet

 LGIM World Emerging Market Equity Index

0.3400

0.3400 

GB00B6V5ZW20

Factsheet

 LGIM World ex UK Equity Index

0.1150 

0.1150 

GB00B6V5QW96

Factsheet

Ninety One Global Income Opportunities
(previously Ninety One Cautious Managed)

0.6500

0.8200

GB00B2Q1J816

Factsheet

 M&G Corporate Bond

0.5400 

0.6300 

GB00B1YBRL59

Factsheet

 Schroder Institutional UK Smaller Companies

0.5400 

0.5500 

GB0007893984

Factsheet

 Schroder Tokyo

0.6500 

0.8100 

GB0007650640

Factsheet

 Standard Life Inv GARS

0.7400 

0.7460 

GB00B28S0218

Factsheet

 Standard Life Inv Short Duration Credit

0.5400 

0.6500 

GB0032785031

Factsheet

 Stewart Investors Asia Pacific Leaders

0.8000 

0.8300 

GB0033874768

Factsheet

 Stewart Investors Global Emerging Markets

0.8000 

0.8400 

GB0033874545

Factsheet

 Threadneedle Global Select

0.4600 

0.4900 

GB00BD1FB566

Factsheet

 Threadneedle UK PAIF

0.7000 

0.7500 

GB00BQ1YHS94

Factsheet

 Vanguard FTSE Developed World ex UK

0.1200 

0.1200 

GB00B59G4Q73

Factsheet

 Vanguard US Equity Index CCF

0.1200 

0.1200 

 IE00B4NDXJ38

Factsheet

Charges are shown as at 11/11/2020. 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.