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We’re changing the description of our SL Ninety One funds
- SL Ninety One Global Income Opportunities Pension Fund (fund code – 2Y)
- SL Ninety One Global Multi-Asset Sustainable Growth Pension Fund (fund code – BBJM)
- SL Ninety One Global Income Opportunities Life Fund (fund code – 7Y)
These funds invest in an underlying fund, which is managed by Ninety One.
What's changed?
Ninety One is changing the description of their funds. As a result, we are making the same changes to our funds as you can see in the tables further down this page.
We’ll soon be updating all of our websites and literature to reflect the new fund descriptions from 3 July 2023.
What does this mean for my clients?
If they’re invested in these funds, we’ll write to them about these changes. However, they don’t need to do anything – we’re just letting them know for their information
Please speak to your Standard Life Account Manager for more information.
SL Ninety One fund descriptions
SL Ninety One Global Income Opportunities Pension Fund
(fund code – 2Y)
| Current fund description | New fund description |
|---|---|
|
The SL Ninety One Global Income Opportunities Pension Fund invests primarily in the Ninety One Global Income Opportunities Fund. The aim of the Ninety One Global Income Opportunities Fund is summarised below. The Fund aims to provide income with the opportunity for capital growth (i.e. to grow the value of your investment) over at least 5 years. The Fund targets a return of UK Consumer Prices Index (CPI) +4% each year (before fees), over 5-year rolling periods. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5-year rolling periods or over any period and there is a risk of loss. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than you pay in. |
The SL Ninety One Global Income Opportunities Pension Fund invests primarily in the Ninety One Global Income Opportunities Fund. The aim of the Ninety One Global Income Opportunities Fund is summarised below. The Fund aims to provide income with the opportunity for capital growth (i.e., to grow the value of your investment) over 5 years. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in. |
SL Ninety One Global Multi-Asset Sustainable Growth Pension Fund
(fund code – BBJM)
| Current fund description | New fund description |
|---|---|
|
The SL Ninety One Global Multi-Asset Sustainable Growth Pension Fund invests primarily in the Ninety One Global Multi-Asset Sustainable Growth Fund. The aim of the Ninety One Global Multi-Asset Sustainable Growth Fund is summarised below. The Fund aims to provide real returns (in excess of UK inflation, currently measured by the increase in the UK Consumer Price Index (CPI)) through capital growth (to grow the value of your investment) and income over at least 5 years. The Fund aims to provide real returns (in excess of UK inflation, currently measured by the increase in the UK Consumer Price Index (CPI)) through capital growth (to grow the value of your investment) and income over at least 5 years. The Fund targets a return of UK CPI +4% (before fees) per year over rolling 5-year periods. While the Fund aims to achieve real returns and its performance target, there is no guarantee that either will be achieved over rolling 5-year periods, or over any period of time and there is a risk of loss. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than you pay in. |
The SL Ninety One Global Multi-Asset Sustainable Growth Pension Fund invests primarily in the Ninety One Global Multi-Asset Sustainable Growth Fund. The aim of the Ninety One Global Multi-Asset Sustainable Growth Fund is summarised below. The Fund aims to provide capital growth (to grow the value of your investment) and income over at least 5 years. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in |
SL Ninety One Global Income Opportunities Life Fund
(fund code – 7Y)
|
Current fund description |
New fund description |
|---|---|
|
The SL Ninety One Global Income Opportunities Life Fund invests primarily in the Ninety One Global Income Opportunities Fund. The aim of the Ninety One Global Income Opportunities Fund is summarised below. The Fund aims to provide income with the opportunity for capital growth (i.e. to grow the value of your investment) over at least 5 years. The Fund targets a return of UK Consumer Prices Index (CPI) +4% each year (before fees), over 5-year rolling periods. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5-year rolling periods or over any period and there is a risk of loss. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than you pay in. |
The SL Ninety One Global Income Opportunities Life Fund invests primarily in the Ninety One Global Income Opportunities Fund. The aim of the Ninety One Global Income Opportunities Fund is summarised below. The Fund aims to provide income with the opportunity for capital growth (i.e., to grow the value of your investment) over 5 years. The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in |