You can access details about fund prices, or view a fund factsheet on any funds your plan is invested in. Funds are listed alphabetically by fund manager. You can filter the funds displayed by using the drop down box for fund manager.
Fund prices and factsheets
Monitor your fund prices to see how the prices have changed - whether they've moved up, down or stayed the same.
Factsheets give you information about the objectives, make up and price movements of each fund. They include fund features, asset allocation, sector splits and top ten holdings.
You can view fund prices and factsheets online or print them to keep with your other correspondence. There is a making investments clearer guide to help explain some of the terms used in the factsheets.
Our panel range covers all major asset types and geographical regions, giving you and your adviser the flexibility you need to create an investment portfolio that's suits you and your attitude to risk.
View our Sterling panel fund range
For extra choice you can also choose from a range of wider market funds. These may be suitable where the Sterling panel funds don’t meet your needs or you want to widen your investment portfolio. We do not apply the same selection process, and will not review these funds, in the way we do for Sterling panel funds.
The funds in our wider market range are available at an additional charge, over and above our normal panel fund charges.
You can also view the panel and wider market fund ranges together in one place:
