Standard Life Sustainable Multi-Asset Pre Retirement Pn

SRI Style:

Unclassified

SDR Labelling:

-

Product:

Pension

Fund Region:

Global

Fund Asset Type:

Multi Asset

Launch Date:

14/12/2020

Last Amended:

Dialshifter ():

Fund Size:

£2800.00m

(as at: 31/03/2025)

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

This Fund is designed to be used as part of a lifestyle profile and isn’t suitable as a standalone fund or if you’re building your own portfolio from our full fund range. The lifestyle profile automatically switches you from funds aiming to provide investment growth into other funds that are  considered appropriate if you’ve yet to decide how you want to take your retirement income or if you want to take a flexible income (known as drawdown).

The Fund will invest through other funds, selected from across the industry. These funds will mainly invest in equities (company shares) and bonds (loans to a government or a company). They may also invest in other assets such as property, money market instruments, alternatives and other unlisted assets. The funds and the amounts invested in each may change from time to time to ensure we meet the long term aims of the Fund. The investments in these funds can be from around the world, including from emerging markets and could be passively or actively managed.

The Fund will invest mainly in funds that use strategies that take into account responsible investment issues which could impact investment performance and may exclude certain types of company that don’t meet specific responsible investing criteria. Further details can be found on
https://www.standardlife.co.uk/investments/understanding-responsible-investment.

While the growth fund in this lifestyle profile predominantly invests in sustainable strategies, we will be continuing to work in 2025 to increase the amount invested in such strategies by this Fund in line with regulatory guidance and timescales, so that it is predominantly invested in them. Details of the current position are shown in the factsheet.

(Source: SL factsheet, as at March 2025)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Standard Life Sustainable Multi-Asset Pre Retirement Pn

Unclassified - Pension Global Multi Asset 14/12/2020

Fund Size: £2800.00m

(as at: 31/03/2025)

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

This Fund is designed to be used as part of a lifestyle profile and isn’t suitable as a standalone fund or if you’re building your own portfolio from our full fund range. The lifestyle profile automatically switches you from funds aiming to provide investment growth into other funds that are  considered appropriate if you’ve yet to decide how you want to take your retirement income or if you want to take a flexible income (known as drawdown).

The Fund will invest through other funds, selected from across the industry. These funds will mainly invest in equities (company shares) and bonds (loans to a government or a company). They may also invest in other assets such as property, money market instruments, alternatives and other unlisted assets. The funds and the amounts invested in each may change from time to time to ensure we meet the long term aims of the Fund. The investments in these funds can be from around the world, including from emerging markets and could be passively or actively managed.

The Fund will invest mainly in funds that use strategies that take into account responsible investment issues which could impact investment performance and may exclude certain types of company that don’t meet specific responsible investing criteria. Further details can be found on
https://www.standardlife.co.uk/investments/understanding-responsible-investment.

While the growth fund in this lifestyle profile predominantly invests in sustainable strategies, we will be continuing to work in 2025 to increase the amount invested in such strategies by this Fund in line with regulatory guidance and timescales, so that it is predominantly invested in them. Details of the current position are shown in the factsheet.

(Source: SL factsheet, as at March 2025)