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 |
|
|
Aegon Investment Grade Bond |
0.6500 |
0.6700 |
GB00B141C763 |
|
|
Aegon UK Corporate Bond |
0.2500 |
0.2585 |
GB0009210609 |
|
|
Aquila Connect Pacific RIM Equity Index |
0.0900 |
0.1045 |
GB00B00C3T58 |
|
|
Aquila Connect US Equity |
0.0900 |
0.0973 |
GB00B00C3X94 |
|
|
Aquila Life Up to 5 Yrs Gilt |
0.0900 |
0.0900 |
GB00B00C2321 |
|
|
Aquila Life World Equity Index |
0.0900 |
0.0992 |
GB00B4X12W39 |
|
|
AXA Framlington American Growth |
0.6500 |
0.7200 |
GB00B5LXGG05 |
|
|
AXA Framlington Health |
0.6500 |
0.7200 |
GB00B6WZJX05 |
|
|
AXA Framlington UK Select Opportunities |
0.6500 |
0.7300 |
GB00B7FD4C20 |
|
|
AXA IM Global High Income |
0.5000 |
0.5700 |
GB00B29NGF01 |
|
|
Baillie Gifford Diversified Growth |
0.5900 |
0.7600 |
GB00B5YBTT55 |
|
|
Baillie Gifford European |
0.5900 |
0.6300 |
GB0006058928 |
|
|
Baillie Gifford Managed |
0.3400 |
0.3800 |
GB0006010614 |
|
|
BlackRock Gold & General |
0.7500 |
0.9300 |
GB0005852396 |
|
|
BlackRock Life Balanced Growth |
0.4900 |
0.4939 |
GB00BF9PL185 |
|
|
BlackRock UK Smaller Companies |
0.6500 |
0.8200 |
GB0005811418 |
|
|
BlackRock UK Special Situations |
0.6500 |
0.8200 |
GB0005805022 |
|
|
BNYM Global Equity |
0.3500 |
0.4000 |
GB00B8376K50 |
|
|
BNYM Real Return |
0.6900 |
0.7400 |
GB00B01XJC27 |
|
|
EF Tellsons Endeavour Fund |
0.4400 |
0.7800 |
GB00BYWWR883 |
|
|
HSBC Islamic Global Equity Index |
0.3400 |
0.3400 |
LU1092475968 |
|
|
Invesco High Income |
0.9700 |
0.9700 |
GB00B8N46L71 |
|
|
Invesco Income |
0.9600 |
0.9600 |
GB00B8N46V79 |
|
|
Investec Cautious Managed |
0.6500 |
0.7700 |
GB00B2Q1J816 |
|
|
iShares Emerging Markets Index |
0.1000 |
0.1600 |
IE00B3D07H30 |
|
|
Janus Henderson Global Equity |
0.7500 |
1.3400 |
GB0007018194 |
|
|
JPM Natural Resources |
0.7250 |
0.7950 |
GB00B88MP089 |
|
|
Jupiter China |
0.7900 |
1.0700 |
GB00B3ZPHC12 |
|
|
Jupiter Global Convertibles |
0.8000 |
1.0200 |
LU0522256048 |
|
|
Jupiter India Fund |
0.7900 |
1.1100 |
GB00B4TZHH95 |
|
|
LGIM All Stocks Gilt Index |
0.0780 |
0.0780 |
GB00B6V5QM98 |
|
|
LGIM All Stocks Index Linked Gilt |
0.0780 |
0.0780 |
GB00B6V5QJ69 |
|
|
LGIM Cash |
0.0900 |
0.0900 |
GB00B6V5RH11 |
|
|
LGIM Diversified Fund |
0.3400 |
0.3500 |
GB00B6V6GS85 |
|
|
LGIM Ethical Global Equity Index |
0.3400 |
0.3400 |
GB00B6V5VQ89 |
|
|
LGIM Ethical UK Equity Index |
0.2400 |
0.2400 |
GB00B6V5VF74 |
|
|
LGIM Global Equity Fixed Weights 60/40 Index |
0.1180 |
0.1180 |
GB00B6V5SX44 |
|
| LGIM North American Equity Index | 0.1200 | 0.1200 | GB00B6V5Q308 | Factsheet |
|
LGIM Over 5 Year Index Linked Gilt |
0.0780 |
0.0780 |
GB00B6V5RL56 |
|
|
LGIM Pre‐Retirement Inflation Linked |
0.1000 |
0.1000 |
GB00B6V5X395 |
|
|
LGIM Property Fund |
0.6400 |
0.6600 |
GB00B6V5QQ37 |
|
|
LGIM World Emerging Market Equity Index |
0.3400 |
0.3400 |
GB00B6V5ZW20 |
|
|
LGIM World ex UK Equity Index |
0.1150 |
0.1150 |
GB00B6V5QW96 |
|
|
M&G Corporate Bond |
0.5400 |
0.6300 |
GB00B1YBRL59 |
|
|
Schroder Institutional UK Smaller Companies |
0.5400 |
0.5500 |
GB0007893984 |
|
|
Schroder Tokyo |
0.6500 |
0.8100 |
GB0007650640 |
|
|
Standard Life Inv GARS |
0.7400 |
0.7460 |
GB00B28S0218 |
|
|
Standard Life Inv Short Duration Credit |
0.5400 |
0.6500 |
GB0032785031 |
|
|
Stewart Investors Asia Pacific Leaders |
0.8000 |
0.8300 |
GB0033874768 |
|
|
Stewart Investors Global Emerging Markets |
0.8000 |
0.8400 |
GB0033874545 |
|
|
Threadneedle Global Select |
0.4600 |
0.4900 |
GB00BD1FB566 |
|
|
Threadneedle UK PAIF |
0.7000 |
0.7500 |
GB00BQ1YHS94 |
|
|
Vanguard FTSE Developed World ex UK |
0.1200 |
0.1200 |
GB00B59G4Q73 |
|
|
Vanguard US Equity Index CCF |
0.1200 |
0.1200 |
IE00B4NDXJ38 |
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.