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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 (replacing Governed Portfolio 3) Governed Portfolio Defensive Governed Portfolio Defensive RLP Governed Portfolio Defensive
Governed Portfolio Conservative (replacing Governed Portfolio 6) Governed Portfolio Conservative Governed Portfolio Conservative RLP Governed Portfolio Conservative
Governed Portfolio Moderate (replacing Governed Portfolio 2 & 9) Governed Portfolio Moderate Governed Portfolio Moderate RLP Governed Portfolio Moderate
Governed Portfolio Growth (replacing Governed Portfolio 1 & 5) Governed Portfolio Growth Governed Portfolio Growth RLP Governed Portfolio Growth
Governed Portfolio Enhanced (replacing Governed Portfolio 4 & 8) Governed Portfolio Enhanced Governed Portfolio Enhanced RLP Governed Portfolio Enhanced
Governed Portfolio Dynamic (replacing Governed Portfolio 7) 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 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

 

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 (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)