Corporate Governed Range

Hand-picked funds for group pension schemes

Our Corporate Governed Range is made up of around 50 funds chosen with help from Mercer to meet a strict set of criteria specific to the needs and regulatory requirements of group scheme trustees, employers and their employees.

Mercer also helps us monitor the funds in this range to make sure they're still appropriate and that there's enough choice to suit the many different needs of pension scheme members. The range includes a number of lifestyle funds* that aim to grow your pension in the early years, then automatically switch into investments aiming to help preserve the size of pension you can buy as you near retirement. These are designed for employees who may not have access to financial advice, or who move jobs frequently and are concerned that they may lose track of their pension investments.

*From time to time, we'll review the structure of our lifestyle funds and we may make changes if we need to.

What the Corporate Governed Range offers trustees, employers and pension scheme members:

• All the funds are specifically chosen to be suitable for corporate pension schemes.
• They're independently recommended by Mercer, who has recognised expertise in the group pension market.
• 'Governed' means these funds are monitored continually and removed if necessary, to try to maintain the suitability of the funds in the range, for your needs.
• It's a dynamic selection of funds, with new funds added where necessary to keep up with changes in the market.
• The range contains a mix of funds designed to grow and others designed to protect, so that every scheme member is catered for, although there's no guarantee they'll achieve their objectives. 
• We put regular fund updates on our website and you can sign up for email alerts telling you about these changes to the range.

Some funds may have additional disclosable yearly charges or fund expenses, on top of the annual management charge (AMC). Fund expenses are the costs associated with administering and managing the fund’s underlying assets. Any additional charges/expenses we disclose for our funds are estimated. What you pay depends on the actual expenses of the underlying fund, which vary.

The value of an investment can go down as well as up for a number of reasons, for example market and currency movements. You may get back less than originally invested.