CMI UK Equity 1 - To achieve long-term capital growth by investing in a diversified portfolio of United Kingdom equity or equity related securities.
Pension Fund Clerical Medical Balanced Asset Allocation (as at 30/09/2019) Asset Allocation Relative to Strategic Asset Allocation (as at 30/09/2019) The composition of asset mix and asset allocation may change at any time and exclude cash unless otherwise stated UK Equity 52.9% UK Fixed Interest 11.9% North America Equity 7.4% Property 6.4%
Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CLERICAL MEDICAL INCOME does not fall into either of these categories at present. Clerical Medical UK plans can be invested in a range of funds. The fund factsheets summarise key information about these funds. Click on a section below and then select the fact sheet you want. Asset mix of our with-profits fund; Investment factsheet for the main part of our with-profits fund ; Scheme of Transfer 2015 – Scheme for the transfer to Clerical Medical Investment Group Limited of the whole of the long-term business of Scottish Widows plc.
You can find out details of charges for Scottish Widows, Scottish Widows Investment Solutions (SWIS) and Clerical Medical funds. Please note that the Total Annual Fund Charge for these funds may be subject to change. Factsheet as at : December 19, 2019 Clerical Medical UK Property Pension Fund objective The fund aims to achieve long-term capital growth by investing mainly in UK properties. CMI UK Bond 1 - The Fund aims to offer a combination of income and capital growth by investing in bonds denominated in Sterling. The Fund invests in sterling denominated bonds and other debt ... CMIG UK Equity - To achieve long-term capital growth by investing in a diversified portfolio of United Kingdom equity or equity related securities.