Fund Factsheets

Pension App pensions are invested in BlackRock funds. BlackRock is the worlds largest fund manager.

You can change between funds at any time.

Cautious

BlackRock Consensus 35D

A cautious portfolio is for someone who is willing to accept small, sporadic losses, the purpose of the portfolio is to preserve capital whilst generating a slightly higher return than you would receive from a high street bank.

Charges: 0.7%

With pensions, your capital is at risk.

Balanced

BlackRock Consensus 70D

A balanced portfolio is for someone who wishes to take a balanced approach between making a return on their investment and taking the risk of the value of the fund depleting. This portfolio will normally fluctuate in value more than the cautious portfolio but offer greater returns in the medium to long term, where as it offers greater stability than the adventurous portfolio, however the long terms would not normally be as great.

Charges: 0.7%

With pensions, your capital is at risk.

Adventurous

BlackRock Consensus 100D

An adventurous portfolio is for an investor that is looking to maximise their investment returns over the long term and is less concerned about the short term volatility of their investments.

Charges: 0.7%

With pensions, your capital is at risk.