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Governed Range factsheets and datasheets

Our factsheets offer in-depth information and tactical commentary on key funds, holdings, performance and more.

Governed Range

On 18th November 2024 we updated the names of our Governed Portfolios to make them easier to understand. Learn more about this change on the Fund Changes page.

Governed Portfolio Factsheets Datasheets GPs as funds factsheets
Governed Portfolio Defensive Governed Portfolio Defensive Governed Portfolio Defensive RLP Governed Portfolio Defensive
Governed Portfolio Conservative  Governed Portfolio Conservative Governed Portfolio Conservative RLP Governed Portfolio Conservative
Governed Portfolio Moderate  Governed Portfolio Moderate Governed Portfolio Moderate RLP Governed Portfolio Moderate
Governed Portfolio Growth  Governed Portfolio Growth Governed Portfolio Growth RLP Governed Portfolio Growth
Governed Portfolio Enhanced  Governed Portfolio Enhanced Governed Portfolio Enhanced RLP Governed Portfolio Enhanced
Governed Portfolio Dynamic  Governed Portfolio Dynamic Governed Portfolio Dynamic RLP Governed Portfolio Dynamic
Governed Portfolio Total Equity Governed Portfolio Total Equity Governed Portfolio Total Equity RLP Governed Portfolio Total Equity

 

Governed Portfolio Factsheets Datasheets GPs as funds factsheets
Governed Portfolio Defensive - ISA Governed Portfolio Defensive - ISA Governed Portfolio Defensive - ISA RLI Governed Portfolio Defensive
Governed Portfolio Conservative - ISA Governed Portfolio Conservative - ISA Governed Portfolio Conservative - ISA RLI Governed Portfolio Conservative 
Governed Portfolio Moderate - ISA Governed Portfolio Moderate - ISA Governed Portfolio Moderate - ISA RLI Governed Portfolio Moderate 
Governed Portfolio Growth - ISA Governed Portfolio Growth - ISA Governed Portfolio Growth- ISA  RLI Governed Portfolio Growth 
Governed Portfolio Enhanced - ISA Governed Portfolio Enhanced - ISA Governed Portfolio Enhanced - ISA RLI Governed Portfolio Enhanced
Governed Portfolio Dynamic - ISA Governed Portfolio Dynamic - ISA Governed Portfolio Dynamic - ISA RLI Governed Portfolio Dynamic
Governed Portfolio Total Equity - ISA Governed Portfolio Total Equity - ISA Governed Portfolio Total Equity - ISA RLI Governed Portfolio Total Equity

Governed Retirement Income Portfolios (GRIPs) Factsheets Datasheets GRIPs as funds factsheets
Governed Retirement Income Portfolio 1 Governed Retirement Income Portfolio 1 Governed Retirement Income Portfolio 1 RLP Governed Retirement Income Portfolio 1
Governed Retirement Income Portfolio 2 Governed Retirement Income Portfolio 2 Governed Retirement Income Portfolio 2 RLP Governed Retirement Income Portfolio 2
Governed Retirement Income Portfolio 3 Governed Retirement Income Portfolio 3 Governed Retirement Income Portfolio 3 RLP Governed Retirement Income Portfolio 3
Governed Retirement Income Portfolio 4 Governed Retirement Income Portfolio 4 Governed Retirement Income Portfolio 4 RLP Governed Retirement Income Portfolio 4
Governed Retirement Income Portfolio 5 Governed Retirement Income Portfolio 5 Governed Retirement Income Portfolio 5 RLP Governed Retirement Income Portfolio 5

 

Governed Retirement Income Portfolios (GRIPs) Factsheets Datasheets GRIPs as funds factsheets
Governed Retirement Income Portfolio 1 - ISA Governed Retirement Income Portfolio 1 - ISA Governed Retirement Income Portfolio 1 - ISA RLI Governed Retirement Income Portfolio 1
Governed Retirement Income Portfolio 2 - ISA Governed Retirement Income Portfolio 2 - ISA Governed Retirement Income Portfolio 2 - ISA RLI Governed Retirement Income Portfolio 2
Governed Retirement Income Portfolio 3 - ISA Governed Retirement Income Portfolio 3 - ISA Governed Retirement Income Portfolio 3 - ISA RLI Governed Retirement Income Portfolio 3
Governed Retirement Income Portfolio 4 - ISA Governed Retirement Income Portfolio 4 - ISA Governed Retirement Income Portfolio 4 - ISA RLI Governed Retirement Income Portfolio 4
Governed Retirement Income Portfolio 5 - ISA Governed Retirement Income Portfolio 5 - ISA Governed Retirement Income Portfolio 5 - ISA RLI Governed Retirement Income Portfolio 5

Target Lifestyle Strategies

Royal London in-house low cost active 

Adventurous Lifestyle Strategy (Annuity) (PDF)

Moderately Adventurous Lifestyle Strategy (Annuity) (PDF)

Balanced Lifestyle Strategy (Annuity) (PDF)

Moderately Cautious Lifestyle Strategy (Annuity) (PDF)

Cautious Lifestyle Strategy (Annuity) (PDF)


External tracker funds

Adventurous Tracker Lifestyle Strategy (Annuity) (PDF)

Moderately Adventurous Tracker Lifestyle Strategy (Annuity) (PDF)

Balanced Tracker Lifestyle Strategy (Annuity) (PDF)

Moderately Cautious Tracker Lifestyle Strategy (Annuity) (PDF)

Cautious Tracker Lifestyle Strategy (Annuity) (PDF)


External active funds

Adventurous Active Lifestyle Strategy (Annuity) (PDF)

Moderately Adventurous Active Lifestyle Strategy (Annuity) (PDF)

Balanced Active Lifestyle Strategy (Annuity) (PDF)

Moderately Cautious Active Lifestyle Strategy (Annuity) (PDF)

Cautious Active Lifestyle Strategy (Annuity) (PDF)

Royal London in-house low cost active 

Adventurous Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Adventurous Lifestyle Strategy (Annuity) ISA (PDF)

Balanced Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Cautious Lifestyle Strategy (Annuity) ISA (PDF)

Cautious Lifestyle Strategy (Annuity) ISA (PDF)


External tracker funds

Adventurous Tracker Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Adventurous Tracker Lifestyle Strategy (Annuity) ISA (PDF)

Balanced Tracker Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Cautious Tracker Lifestyle Strategy (Annuity) ISA (PDF)

Cautious Tracker Lifestyle Strategy (Annuity) ISA (PDF)


External active funds

Adventurous Active Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Adventurous Active Lifestyle Strategy (Annuity) ISA (PDF)

Balanced Active Lifestyle Strategy (Annuity) ISA (PDF)

Moderately Cautious Active Lifestyle Strategy (Annuity) ISA (PDF)

Cautious Active Lifestyle Strategy (Annuity) ISA (PDF)

Royal London in-house low cost active

Adventurous Lifestyle Strategy ISA (PDF)

Moderately Adventurous Lifestyle Strategy ISA (PDF)

Balanced Lifestyle Strategy ISA (PDF)

Moderately Cautious Lifestyle Strategy ISA (PDF)

Cautious Lifestyle Strategy ISA (PDF)

 

External tracker funds

Adventurous Tracker Lifestyle Strategy ISA (PDF)

Moderately Adventurous Tracker Lifestyle Strategy ISA (PDF)

Balanced Tracker Lifestyle Strategy ISA (PDF)

Moderately Cautious Tracker Lifestyle Strategy ISA (PDF)

Cautious Tracker Lifestyle Strategy ISA (PDF)

 

External active funds

Adventurous Active Lifestyle Strategy ISA (PDF)

Moderately Adventurous Active Lifestyle Strategy ISA (PDF)

Balanced Active Lifestyle Strategy ISA (PDF)

Moderately Cautious Active Lifestyle Strategy ISA (PDF)

Cautious Active Lifestyle Strategy ISA (PDF)

Royal London in-house low cost active

Adventurous Lifestyle Strategy (Drawdown) (PDF)

Moderately Adventurous Lifestyle Strategy (Drawdown) (PDF)

Balanced Lifestyle Strategy (Drawdown) (PDF)

Moderately Cautious Lifestyle Strategy (Drawdown) (PDF)

Cautious Lifestyle Strategy (Drawdown) (PDF)

 

External tracker funds

Adventurous Tracker Lifestyle Strategy (Drawdown) (PDF)

Moderately Adventurous Tracker Lifestyle Strategy (Drawdown) (PDF)

Balanced Tracker Lifestyle Strategy (Drawdown) (PDF)

Moderately Cautious Tracker Lifestyle Strategy (Drawdown) (PDF)

Cautious Tracker Lifestyle Strategy (Drawdown) (PDF)

 

External active funds

Adventurous Active Lifestyle Strategy (Drawdown) (PDF)

Moderately Adventurous Active Lifestyle Strategy (Drawdown) (PDF)

Balanced Active Lifestyle Strategy (Drawdown) (PDF)

Moderately Cautious Active Lifestyle Strategy (Drawdown) (PDF)

Cautious Active Lifestyle Strategy (Drawdown) (PDF)

 

Royal London in-house low cost active

Adventurous Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Adventurous Lifestyle Strategy (Drawdown) ISA (PDF)

Balanced Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Cautious Lifestyle Strategy (Drawdown) ISA (PDF)

Cautious Lifestyle Strategy (Drawdown) ISA (PDF)

 

External tracker funds

Adventurous Tracker Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Adventurous Tracker Lifestyle Strategy (Drawdown) ISA (PDF)

Balanced Tracker Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Cautious Tracker Lifestyle Strategy (Drawdown) ISA (PDF)

Cautious Tracker Lifestyle Strategy (Drawdown) ISA (PDF)

 

External active funds

Adventurous Active Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Adventurous Active Lifestyle Strategy (Drawdown) ISA (PDF)

Balanced Active Lifestyle Strategy (Drawdown) ISA (PDF)

Moderately Cautious Active Lifestyle Strategy (Drawdown) ISA (PDF)

Cautious Active Lifestyle Strategy (Drawdown) ISA (PDF)