Your lump sum is used to buy units in our Distribution Fund. This is invested in stocks, shares and other assets selected by our experienced investment managers.
Remember, there is no guaranteed value. The value of your bond and any income from it can go down as well as up and you may get back less than you invested.
| 0-50% | UK Bonds - primarily a portfolio of high quality corporate bonds. The Fund may also invest in government bonds, index-linked securities, and, from time to time, some exposure to lower rated corporate bonds may be taken. |
|---|---|
| 0-30% | Property - including commercial property. |
| 20-60% | Equities - a portfolio of mainly UK shares normally from blue chip companies. |
| 0-10% | Index Linked - securities which provide the investor with protection against the impact of inflation. |
