Passive IRIS is a lifestyle investment strategy meaning is it specifically designed for pension investors.
Fund Facts
Aim – To grow and safeguard a pension investor’s retirement savings based on their term to retirement.
Style – Passively managed.
Managed By – Currently, State Street Global Advisors are the investment manager of the underlying funds. This may be subject to change over time
Asset Mix – Equities, bonds, property, alternatives, cash and the PRIME 3 fund. The asset mix varies depending on the target year or chosen year of retirement.
Risk Rating – Lifestyle.
SFDR Classification: Article 8 Funds* (excluding annuity options)
*Article 8 Funds promote environmental or social characteristics (although not exclusively) and invest in companies that follow good governance practices (“Light Green or Article 8 funds”).
Warning: The value of your investment may go down as well as up.
Warning: This fund may be affected by changes in currency exchange rates.
Warning: If you invest in this fund you may lose some or all of the money you invest.