Evergreen and Preserver offer three Package Options to choose from including Low Choice, Managed Choice and Flexible Choice.
Please note the following:
- The fund fact sheets provided are obtained from the respective fund managers and updates are dependent on the fund managers’ timeous supply of their fact sheets.
- Monthly fund fact sheets are generally available by the 2nd week following the applicable month-end.
- Quarterly fund fact sheets are generally available by the beginning of the second month following the quarter-end.
The Management Board selects the investment fund. Low Choice may typically be chosen by members with limited savings outside their fund and a need for less volatile investment returns.
The Management Board selects a limited range of investment funds. Members then choose between these according to their tolerance of volatility risk. Members who choose this package option will all share a preference for the Management Board selecting the funds, and a decreasing volatility risk tolerance as they grow older. They will use expert advice from time to time.
Members select from a wide range of investment funds chosen by the Management Board. Members who choose this package option typically have a high tolerance for volatility risk and a good understanding of financial matters. These members want hands-on management of their money and will have regular access to expert advice.
*Prudential Domestic Balanced Fund: This is a new pooled life product that has been set up and as such no current fund fact sheets are available. Going forward these will be produced on a quarterly basis and will be updated to the web once the Investment Manager has made it available.