Investment Funds
Information on performance, charges and investment objectives.
Former Equitable Life
Find out more about our extended fund range for Former Equitable Life customers.
Welcome to our Investment Funds page
Here you will find information about our investment range, charges and guides on how we manage our unit-linked funds. For our former Reliance Life policyholders, you will also find useful information about our with-profits funds.
Quick Actions
Slide 1 of 5
Access your investment fund information
Find the latest and historical bid prices and performance data, fund factsheets, details of charges and TCFD product reports.
You can access all of your investment fund information in your customer centre and access your online portal.
View more fund information
Former Reliance Life
Find out more about our extended fund range for Former Reliance Life customers.
Financial Advice
The information on our website does not constitute investment advice and should not be used as the basis for any investment decision, nor should it be treated as a recommendation for any investment.
Financial Advice
You may also choose to seek professional advice from a financial adviser, authorised by the Financial Conduct Authority, who specialises in investments.
How to find an authorised financial adviser:
Online:
Please be aware that financial advisers may charge for their services.
Pension Wise
Pension Wise is a free and impartial service from MoneyHelper that helps you understand what you can do with your pension. You can visit their website or call them to book a free phone or face-to-face appointment.
How to contact Pension Wise:
Please be aware that financial advisers may charge for their services.
Policy support
Need help with your policy?
Contact the team responsible for your policy if you need help finding the right fund information.
For professionals
Supporting a client?
Financial advisers can access client-support forms, policy documents and investment resources in one place.