If you are unsure about what to invest in to meet your retirement goals, this fund has been selected as our SIPP Start-Up Fund for investors aiming to retire between 2063-2067. You can also choose from other investments through our Research Centre.
If you are unsure about what to invest in to meet your retirement goals, this fund has been selected as our SIPP Start-Up Fund for investors aiming to retire between 2063-2067. You can also choose from other investments through our Research Centre.
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
Fund Objective:
The Fund aims to achieve a return on your investment (generated through an increase in the value of the assets held by the Fund and/or income received from those assets) for investors planning to retire between 2063 and 2067 by investing primarily in other funds and changing its asset mix over time. The Fund aims to invest in accordance with certain environmental, social and governance (ESG) criteria (as described below) The Fund intends to gain indirect exposure globally to equity securities (e.g. shares), fixed income (FI) securities (such as bonds) and alternative assets (such as property and commodities) by investing at least 70% of its total assets in other funds. The Fund may also invest directly in equity securities, FI securities, MMIs (i.e. debt securities with short-term maturities), deposits and cash. The Fund’s investment manager (IM) may use derivatives (i.e. investments the prices of which are based on one or more underlying assets) to help achieve the Fund’s investment objective to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income. The Fund may engage in short-term secured lending of its investments to generate additional income and offset costs.
Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.
N/A%
Ongoing Charges:
The fund manager
The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.
0.23%
Performance Fee:
The fund manager
A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.
N/A
Typical transaction cost:
The fund manager
The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
