Key to any investment strategy is choosing investment funds that suit your objectives, with the flexibility to change them if your circumstances or objectives change.
We offer a wide range of investment funds covering different areas of the world’s stock markets and economies. With the help of your adviser, you can put together and maintain a portfolio that suits your needs and attitude to risk.
Pensions
You can find out about the funds that are available on your ex-Allied Dunbar pension plan in the fund charges and expenses document.
- To find out which funds are available under your plan, you will need the product code.
- The product code is last two or three digits of your plan number which can be found in your plan literature.
» Fund Charges and expenses
If you wish to change your fund choice for future payments or switch your existing investments to a new fund(s), you can download a fund switch form.
» More information on fund switching
Investment bonds
You can find out about the funds that are available on your ex-Allied Dunbar investment bond in the relevant fund charges and expenses document for your bond.
Investment bond with plan number suffix DJ
» Zurich Investment Bond fund charges and expenses
Distribution bond
» Zurich Distribution Bond fund charges and expenses
Portfolio Investment bond
» Portfolio Investment Bond fund charges and expenses
Portfolio Investment bond (Transfer option)
» Portfolio Investment Bond (Transfer option) fund charges and expenses
If you wish to change your fund choice for future payments or switch your existing investments to a new fund(s), you can download a fund switch form.
» More information on fund switching
