Governed Range factsheets and datasheets
Our factsheets offer in-depth information and tactical commentary on key funds, holdings, performance and more.
Governed Range
Governed Portfolios (GPs)
Factsheets
| Risk category | Long term | Medium term | Short term |
|---|---|---|---|
| Adventurous | Governed Portfolio 7 | Governed Portfolio 8 | Governed Portfolio 9 |
| Balanced | Governed Portfolio 4 | Governed Portfolio 5 | Governed Portfolio 6 |
| Cautious | Governed Portfolio 1 | Governed Portfolio 2 | Governed Portfolio 3 |
GPs as funds factsheets
| Risk category | Long term | Medium term | Short term |
|---|---|---|---|
| Adventurous | RLP Governed Portfolio 7 | RLP Governed Portfolio 8 | RLP Governed Portfolio 9 |
| Balanced | RLP Governed Portfolio 4 | RLP Governed Portfolio 5 | RLP Governed Portfolio 6 |
| Cautious | RLP Governed Portfolio 1 | RLP Governed Portfolio 2 | RLP Governed Portfolio 3 |
Datasheets
| Risk category | Long term | Medium term | Short term |
|---|---|---|---|
| Adventurous | Governed Portfolio 7 | Governed Portfolio 8 | Governed Portfolio 9 |
| Balanced | Governed Portfolio 4 | Governed Portfolio 5 | Governed Portfolio 6 |
| Cautious | Governed Portfolio 1 | Governed Portfolio 2 | Governed Portfolio 3 |
Governed Retirement Income Portfolios (GRIPs)
Factsheets
From lowest to highest risk:
Governed Retirement Income Portfolio 1 (PDF)
Governed Retirement Income Portfolio 2 (PDF)
Governed Retirement Income Portfolio 3 (PDF)
Governed Retirement Income Portfolio 4 (PDF)
Governed Retirement Income Portfolio 5 (PDF)
GRIPs as funds factsheets
From lowest to highest risk:
RLP Governed Retirement Income Portfolio 1 (PDF)
RLP Governed Retirement Income Portfolio 2 (PDF)
RLP Governed Retirement Income Portfolio 3 (PDF)
RLP Governed Retirement Income Portfolio 4 (PDF)
RLP Governed Retirement Income Portfolio 5 (PDF)
Datasheets
From lowest to highest risk:
Governed Retirement Income Portfolio 1 (PDF)
Governed Retirement Income Portfolio 2 (PDF)
Governed Retirement Income Portfolio 3 (PDF)
GPs and fund factsheets (Annuity and Drawdown)
| Risk category | Medium term | Short term |
|---|---|---|
| Adventurous | RLP GP 8 (Annuity and Drawdown) | RLP GP 9 (Annuity and Drawdown) |
| Balanced | RLP GP 5 (Annuity and Drawdown) | RLP GP 6 (Annuity and Drawdown) |
| Cautious | RLP GP 2 (Annuity and Drawdown) | RLP GP 3 (Annuity and Drawdown) |
Target Lifestyle Strategies
Targeting annuity
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)
Targeting cash
Royal London in-house low cost active
Adventurous Lifestyle Strategy (PDF)
Moderately Adventurous Lifestyle Strategy (PDF)
Balanced Lifestyle Strategy (PDF)
Moderately Cautious Lifestyle Strategy (PDF)
Cautious Lifestyle Strategy (PDF)
External tracker funds
Adventurous Tracker Lifestyle Strategy (PDF)
Moderately Adventurous Tracker Lifestyle Strategy (PDF)
Balanced Tracker Lifestyle Strategy (PDF)
Moderately Cautious Tracker Lifestyle Strategy (PDF)
Cautious Tracker Lifestyle Strategy (PDF)
External active funds
Adventurous Active Lifestyle Strategy (PDF)
Moderately Adventurous Active Lifestyle Strategy (PDF)
Balanced Active Lifestyle Strategy (PDF)
Targeting drawdown
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)