Investment services
A hand-picked range of funds for defined benefit schemesWe’ve designed our investment strategies and services specifically for defined benefit schemes and, in particular, for the challenges that trustees and their sponsoring employers face.
We offer a variety of investment choices, from traditional managed fund solutions to specific sector funds and liability-driven investment approaches. And we can help you stay in control of your investment choices with the necessary reporting.
Fund choice
A wide range of funds to suit your scheme.
Choosing the right funds for your scheme is one of the most important decisions you’ll have to make as a trustee. To make your life easier, we have a full range of fund choices to meet all your risk budgets, appetites and charging structures.
Please note the following funds aren’t appropriate for defined benefit schemes:
- with-profits funds
- distribution funds
- lifestyle funds
Please remember that the value of your investments may go down as well as up and this can have an effect on the funding position of your scheme.
Managing your risks
Our risk management service can show how the financial position of your scheme might change in the future.
DB Governed Range
Take a look at the range of funds we’ve designed specifically for DB schemes.
Email updates
Sign up to receive email updates from us.