Governed range factsheets
Access our governed range and lifestyle strategies factsheets, including Governed Retirement Income Portfolios and target drawdown and annuity factsheets for our pensions and Stocks and Shares ISA. All links will open in a new window.
Governed Portfolios
Governed Retirement Income Portfolios
ISA factsheets
| Name | Risk category |
| GRIP 1 ISA (PDF) | 1 Lowest risk |
| GRIP 2 ISA (PDF) | |
| GRIP 3 ISA (PDF) | |
| GRIP 4 ISA (PDF) | |
| GRIP 5 ISA (PDF) | 5 Highest risk |
Target Lifestyle Strategies
Target Cash factsheets for pensions
- Adventurous Lifestyle Strategy (PDF)
- Adventurous Active Lifestyle Strategy (PDF)
- Adventurous Tracker Lifestyle Strategy (PDF)
- Moderately Adventurous Lifestyle Strategy (PDF)
- Moderately Adventurous Active Lifestyle Strategy (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy (PDF)
- Balanced Lifestyle Strategy (PDF)
- Balanced Active Lifestyle Strategy (PDF)
- Balanced Tracker Lifestyle Strategy (PDF)
- Moderately Cautious Lifestyle Strategy (PDF)
- Moderately Cautious Active Lifestyle Strategy (PDF)
- Moderately Cautious Tracker Lifestyle Strategy (PDF)
- Cautious Lifestyle Strategy (PDF)
- Cautious Active Lifestyle Strategy (PDF)
- Cautious Tracker Lifestyle Strategy (PDF)
Target Annuity factsheets for pensions
- Adventurous Lifestyle Strategy (Annuity) (PDF)
- Adventurous Active Lifestyle Strategy (Annuity) (PDF)
- Adventurous Tracker Lifestyle Strategy (Annuity) (PDF)
- Moderately Adventurous Lifestyle Strategy (Annuity) (PDF)
- Moderately Adventurous Active Lifestyle Strategy (Annuity) (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy (Annuity) (PDF)
- Balanced Lifestyle Strategy (Annuity) (PDF)
- Balanced Active Lifestyle Strategy (Annuity) (PDF)
- Balanced Tracker Lifestyle Strategy (Annuity) (PDF)
- Moderately Cautious Lifestyle Strategy (Annuity) (PDF)
- Moderately Cautious Active Lifestyle Strategy (Annuity) (PDF)
- Moderately Cautious Tracker Lifestyle Strategy (Annuity) (PDF)
- Cautious Lifestyle Strategy (Annuity) (PDF)
- Cautious Active Lifestyle Strategy (Annuity) (PDF)
- Cautious Tracker Lifestyle Strategy (Annuity) (PDF)
Target Drawdown factsheets for pensions
- Adventurous Lifestyle Strategy (Drawdown) (PDF)
- Adventurous Active Lifestyle Strategy (Drawdown) (PDF)
- Adventurous Tracker Lifestyle Strategy (Drawdown) (PDF)
- Moderately Adventurous Lifestyle Strategy (Drawdown) (PDF)
- Moderately Adventurous Active Lifestyle Strategy (Drawdown) (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy (Drawdown) (PDF)
- Balanced Lifestyle Strategy (Drawdown) (PDF)
- Balanced Active Lifestyle Strategy (Drawdown) (PDF)
- Balanced Tracker Lifestyle Strategy (Drawdown) (PDF)
- Moderately Cautious Lifestyle Strategy (Drawdown) (PDF)
- Moderately Cautious Active Lifestyle Strategy (Drawdown) (PDF)
- Moderately Cautious Tracker Lifestyle Strategy (Drawdown) (PDF)
- Cautious Lifestyle Strategy (Drawdown) (PDF)
- Cautious Active Lifestyle Strategy (Drawdown) (PDF)
- Cautious Tracker Lifestyle Strategy (Drawdown) (PDF)
Target Cash factsheets for ISA
- Adventurous Lifestyle Strategy ISA (PDF)
- Adventurous Active Lifestyle Strategy ISA (PDF)
- Adventurous Tracker Lifestyle Strategy ISA (PDF)
- Moderately Adventurous Lifestyle Strategy ISA (PDF)
- Moderately Adventurous Active Lifestyle Strategy ISA (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy ISA (PDF)
- Balanced Lifestyle Strategy ISA (PDF)
- Balanced Active Lifestyle Strategy ISA (PDF)
- Balanced Tracker Lifestyle Strategy ISA (PDF)
- Moderately Cautious Lifestyle Strategy ISA (PDF)
- Moderately Cautious Active Lifestyle Strategy ISA (PDF)
- Moderately Cautious Tracker Lifestyle Strategy ISA (PDF)
- Cautious Lifestyle Strategy ISA (PDF)
- Cautious Active Lifestyle Strategy ISA (PDF)
- Cautious Tracker Lifestyle Strategy ISA (PDF)
Target Annuity factsheets for ISA
- Adventurous Lifestyle Strategy ISA (Annuity) (PDF)
- Adventurous Active Lifestyle Strategy ISA (Annuity) (PDF)
- Adventurous Tracker Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Adventurous Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Adventurous Active Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy ISA (Annuity) (PDF)
- Balanced Lifestyle Strategy ISA (Annuity) (PDF)
- Balanced Active Lifestyle Strategy ISA (Annuity) (PDF)
- Balanced Tracker Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Cautious Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Cautious Active Lifestyle Strategy ISA (Annuity) (PDF)
- Moderately Cautious Tracker Lifestyle Strategy ISA (Annuity) (PDF)
- Cautious Lifestyle Strategy ISA (Annuity) (PDF)
- Cautious Active Lifestyle Strategy ISA (Annuity) (PDF)
- Cautious Tracker Lifestyle Strategy ISA (Annuity) (PDF)
Target Drawdown factsheets for ISA
- Adventurous Lifestyle Strategy ISA (Drawdown) (PDF)
- Adventurous Active Lifestyle Strategy ISA (Drawdown) (PDF)
- Adventurous Tracker Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Adventurous Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Adventurous Active Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Adventurous Tracker Lifestyle Strategy ISA (Drawdown) (PDF)
- Balanced Lifestyle Strategy ISA (Drawdown) (PDF)
- Balanced Active Lifestyle Strategy ISA (Drawdown) (PDF)
- Balanced Tracker Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Cautious Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Cautious Active Lifestyle Strategy ISA (Drawdown) (PDF)
- Moderately Cautious Tracker Lifestyle Strategy ISA (Drawdown) (PDF)
- Cautious Lifestyle Strategy ISA (Drawdown) (PDF)
- Cautious Active Lifestyle Strategy ISA (Drawdown) (PDF)
- Cautious Tracker Lifestyle Strategy ISA (Drawdown) (PDF)