Supporting personalised investment strategies
TargetPlan provides your employees with access to a comprehensive range of funds they they can invest in as an alternative to the default option, empowering them to tailor their investment strategy for their retirement with confidence.
Our diverse fund range includes both active and passive options, spanning multi-asset and single-asset funds aligned with major asset classes and global regions. Whether members are looking to build a diversified portfolio or focus on specific markets, TargetPlan offers the flexibility to match their individual goals and risk appetite.
- Passive and active management styles
- Single-asset and multi-asset class funds
- Funds which invest in specific regions across developed and emerging markets
- Funds which consider ESG and / or target a specific responsible investment theme
- Shariah compliant option
The TargetPlan fund range caters to responsible investing with a variety of funds considering Environmental, Social and Governance (ESG) factors as standard. This includes funds with exclusionary criteria and funds with sustainability objectives.
There’s no guarantee the funds will meet their objectives. The value of investments and any income taken, can fall as well as rise and isn’t guaranteed.