Transcription of CM Pension fund matrix - Scottish Widows
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CM Pension fund matrix - Scottish Widows
More fund managers and more funds mean a wider choice for youIt s easier for you to meet your investment needs with a wider choice of funds. Particularly if those funds have been carefully extensive market research and analysis has led to our selection of well established fund managers. This wider choice allows you to more accurately match your investment fund matrixSavings & InvestmentsN0517N44297210A4 portcmykSA1806 Clerical Medical (SW)CM Pension fund matrixN18-APr-201717:30 118/04/2017 17:30 Pension fund matrixABI UK Pension FundClerical Medical funds*AMCN ewton/VeritasAMCS chroderAMCUBSAMCI nvesco PerpetualAMCF idelityAMCT otal funds in sectorMixed Investment 40-85% SharesBalanced Balanced fund of Funds1% Newton Multi-Asset Balanced** Schroder Managed UBS Global Investment 20-60% SharesCautious1%CM Newton Multi-Asset Diversified Return** Invesco Perpetual Distribution Investment 0-35% SharesDefensive Non Equity1% 1%CM Fidelity Defensive Return Absolute Investment Adventurous Dynamic Return1% Newton Multi-Asset Growth** All CompaniesUK Alpha fund of Funds UK Growth UK Equity Tracker Special Situations UK Equity fund of 1% 1% 1% Newton UK Equity Schroder UK Mid UBS UK Invesco Perpetual UK Focus Fidelity Money
Pension fund matrix ABI UK Pension Fund Clerical Medical funds* AMC Newton/Veritas AMC Schroder AMC UBS AMC Invesco Perpetual AMC Fidelity AMC
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