PENSION PLAN PERFORMANCE
Invest with confidence
Be confident your pension will continue to be invested in the right place for you with a personalised plan and a proven track record.
Solid performance and track record
Select Portfolio
Profile Pensions Adventurous Portfolio
Adventurous Benchmark
Data Source: Performance as at 27 February 2025.
Performance returns are net of fund charges and on a total returns basis. Performance figures are simulated prior to 5 May 2020. ESG performance is simulated prior to 20 April 2021.
The benchmark for each portfolio comprises of an equity to bond split similar to that of the portfolio it is being compared to. The equity index used is the MSCI ACWI and the bond index used is the FTSE Actuaries UK Conventional Gilts All Stocks.
Past performance is not a guide to future performance.
Strong track record
We are very proud of the long term performance we have achieved for our customers, regardless of their risk portfolio, and the funds we have invested them in. We achieve these results by impartially choosing market-leading fund managers and competitively priced funds.
Whilst it is not always guaranteed that we will outperform others in the market, our approach to investing is to continue to review your pension and how it is invested. This gives us confidence that our portfolios will continue to offer robust returns over the long term. Be better off in retirement with a pension plan that is right for you.
What we invest in
We are whole of market and not tied to anyone. This means we are able to bring you the best funds from the top investment managers at fees that are market-leading, all-inclusive, and transparent. We also work directly with investment managers to source funds that are better than what is available to retail customers. We'll help you work out your risk appetite and investment preferences so that we can choose the right portfolio of investments for you.
ESG (Environmental, Social and Governance) investing has become more important to people and their pensions. We’ve worked with fund managers to deliver great ESG investments that help change the world for the better, while also making you better off in retirement. We offer ESG investments for pensions to suit all risk profiles, from conservative to adventurous, and with a fee that is a fraction of the cost of other ESG portfolios in the market.
