Governed Range Factsheets
Access our governed range and lifestyle strategies factsheets for our pensions and our Stocks and Shares ISA. These include our Governed Retirement Income Portfolios and target drawdown and annuity factsheets.
Pensions
Governed Portfolios (GPs)
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 | GPs as funds factsheets |
|---|---|---|
| Governed Portfolio Defensive | Governed Portfolio Defensive | RLP Governed Portfolio Defensive |
| Governed Portfolio Conservative | Governed Portfolio Conservative | RLP Governed Portfolio Conservative |
| Governed Portfolio Moderate | Governed Portfolio Moderate | RLP Governed Portfolio Moderate |
| Governed Portfolio Growth | Governed Portfolio Growth | RLP Governed Portfolio Growth |
| Governed Portfolio Enhanced | Governed Portfolio Enhanced | RLP Governed Portfolio Enhanced |
| Governed Portfolio Dynamic | Governed Portfolio Dynamic | RLP Governed Portfolio Dynamic |
| Governed Portfolio Total Equity | Governed Portfolio Total Equity | RLP Governed Portfolio Total Equity |
Governed Retirement Income Portfolios (GRIPs)
| Governed Retirement Income Portfolios (GRIPs) | Factsheets | GRIPs as funds factsheets |
|---|---|---|
| Governed Retirement Income Portfolio 1 | GRIP 1 | RLP Governed Retirement Income Portfolio 1 |
| Governed Retirement Income Portfolio 2 | GRIP 2 | RLP Governed Retirement Income Portfolio 2 |
| Governed Retirement Income Portfolio 3 | GRIP 3 | RLP Governed Retirement Income Portfolio 3 |
| Governed Retirement Income Portfolio 4 | GRIP 4 | RLP Governed Retirement Income Portfolio 4 |
| Governed Retirement Income Portfolio 5 | GRIP 5 | RLP Governed Retirement Income Portfolio 5 |
Lifestyle Strategies
Target drawdown factsheets
- Adventurous Lifestyle Strategy (Drawdown)
- Adventurous Active Lifestyle Strategy (Drawdown)
- Adventurous Tracker Lifestyle Strategy (Drawdown)
- Moderately Adventurous Lifestyle Strategy (Drawdown)
- Moderately Adventurous Active Lifestyle Strategy (Drawdown)
- Moderately Adventurous Tracker Lifestyle Strategy (Drawdown)
- Balanced Lifestyle Strategy (Drawdown)
- Balanced Active Lifestyle Strategy (Drawdown)
- Balanced Tracker Lifestyle Strategy (Drawdown)
- Moderately Cautious Lifestyle Strategy (Drawdown)
- Moderately Cautious Active Lifestyle Strategy (Drawdown)
- Moderately Cautious Tracker Lifestyle Strategy (Drawdown)
- Cautious Lifestyle Strategy (Drawdown)
- Cautious Active Lifestyle Strategy (Drawdown)
- Cautious Tracker Lifestyle Strategy (Drawdown)
Target annuity factsheets
- Adventurous Lifestyle Strategy(Annuity)
- Adventurous Active Lifestyle Strategy (Annuity)
- Adventurous Tracker Lifestyle Strategy (Annuity)
- Moderately Adventurous Lifestyle Strategy (Annuity)
- Moderately Adventurous Active Lifestyle Strategy (Annuity)
- Moderately Adventurous Tracker Lifestyle Strategy (Annuity)
- Balanced Lifestyle Strategy (Annuity)
- Balanced Active Lifestyle Strategy (Annuity)
- Balanced Tracker Lifestyle Strategy (Annuity)
- Moderately Cautious Lifestyle Strategy (Annuity)
- Moderately Cautious Active Lifestyle Strategy (Annuity)
- Moderately Cautious Tracker Lifestyle Strategy (Annuity)
- Cautious Lifestyle Strategy (Annuity)
- Cautious Active Lifestyle Strategy (Annuity)
- Cautious Tracker Lifestyle Strategy (Annuity)
Target cash factsheets
- Adventurous Lifestyle Strategy
- Adventurous Active Lifestyle Strategy
- Adventurous Tracker Lifestyle Strategy
- Moderately Adventurous Lifestyle Strategy
- Moderately Adventurous Active Lifestyle Strategy
- Moderately Adventurous Tracker Lifestyle Strategy
- Balanced Lifestyle Strategy
- Balanced Active Lifestyle Strategy
- Balanced Tracker Lifestyle Strategy
- Moderately Cautious Lifestyle Strategy
- Moderately Cautious Active Lifestyle Strategy
- Moderately Cautious Tracker Lifestyle Strategy
- Cautious Lifestyle Strategy
- Cautious Active Lifestyle Strategy
- Cautious Tracker Lifestyle Strategy
- Managed Lifestyle Strategy
Stocks and shares ISA
Governed Portfolios (GPs)
| Governed Portfolio | Factsheets | GPs as funds factsheets |
| Governed Portfolio Defensive - ISA | Governed Portfolio Defensive - ISA | RLI Governed Portfolio Defensive |
| Governed Portfolio Conservative - ISA | Governed Portfolio Conservative - ISA | RLI Governed Portfolio Conservative |
| Governed Portfolio Moderate - ISA | Governed Portfolio Moderate - ISA | RLI Governed Portfolio Moderate |
| Governed Portfolio Growth - ISA | Governed Portfolio Growth - ISA | RLI Governed Portfolio Growth |
| Governed Portfolio Enhanced - ISA | Governed Portfolio Enhanced - ISA | RLI Governed Portfolio Enhanced |
| Governed Portfolio Dynamic - ISA | Governed Portfolio Dynamic - ISA | RLI Governed Portfolio Dynamic |
| Governed Portfolio Total Equity - ISA | Governed Portfolio Total Equity - ISA | RLI Governed Portfolio Total Equity |
Governed Retirement Income Portfolios (GRIPs)
| Governed Retirement Income Portfolios (GRIPs) | Factsheets | GRIPs as funds factsheets |
| Governed Retirement Income Portfolio 1 - ISA | GRIP 1 - ISA | RLI Governed Retirement Income Portfolio 1 |
| Governed Retirement Income Portfolio 2 - ISA | GRIP 2 - ISA | RLI Governed Retirement Income Portfolio 2 |
| Governed Retirement Income Portfolio 3 - ISA | GRIP 3 - ISA | RLI Governed Retirement Income Portfolio 3 |
| Governed Retirement Income Portfolio 4 - ISA | GRIP 4 - ISA | RLI Governed Retirement Income Portfolio 4 |
| Governed Retirement Income Portfolio 5 - ISA | GRIP 5 - ISA | RLI Governed Retirement Income Portfolio 5 |
Lifestyle Strategies
Target drawdown factsheets
- Adventurous Lifestyle Strategy (Drawdown) ISA
- Adventurous Active Lifestyle Strategy (Drawdown) ISA
- Adventurous Tracker Lifestyle Strategy (Drawdown) ISA
- Moderately Adventurous Lifestyle Strategy (Drawdown) ISA
- Moderately Adventurous Active Lifestyle Strategy (Drawdown) ISA
- Moderately Adventurous Tracker Lifestyle Strategy (Drawdown) ISA
- Balanced Lifestyle Strategy (Drawdown) ISA
- Balanced Active Lifestyle Strategy (Drawdown) ISA
- Balanced Tracker Lifestyle Strategy (Drawdown) ISA
- Moderately Cautious Lifestyle Strategy (Drawdown) ISA
- Moderately Cautious Active Lifestyle Strategy (Drawdown) ISA
- Moderately Cautious Tracker Lifestyle Strategy (Drawdown) ISA
- Cautious Lifestyle Strategy (Drawdown) ISA
- Cautious Active Lifestyle Strategy (Drawdown) ISA
- Cautious Tracker Lifestyle Strategy (Drawdown) ISA
Target annuity factsheets
- Adventurous Lifestyle Strategy (Annuity) ISA
- Adventurous Active Lifestyle Strategy (Annuity) ISA
- Adventurous Tracker Lifestyle Strategy (Annuity) ISA
- Moderately Adventurous Lifestyle Strategy (Annuity) ISA
- Moderately Adventurous Active Lifestyle Strategy (Annuity) ISA
- Moderately Adventurous Tracker Lifestyle Strategy (Annuity) ISA
- Balanced Lifestyle Strategy (Annuity) ISA
- Balanced Active Lifestyle Strategy (Annuity) ISA
- Balanced Tracker Lifestyle Strategy (Annuity) ISA
- Moderately Cautious Lifestyle Strategy (Annuity) ISA
- Moderately Cautious Active Lifestyle Strategy (Annuity) ISA
- Moderately Cautious Tracker Lifestyle Strategy (Annuity) ISA
- Cautious Lifestyle Strategy (Annuity) ISA
- Cautious Active Lifestyle Strategy (Annuity) ISA
- Cautious Tracker Lifestyle Strategy (Annuity) ISA
Target cash factsheets
- Adventurous Lifestyle Strategy ISA
- Adventurous Active Lifestyle Strategy ISA
- Adventurous Tracker Lifestyle Strategy ISA
- Moderately Adventurous Lifestyle Strategy ISA
- Moderately Adventurous Active Lifestyle Strategy ISA
- Moderately Adventurous Tracker Lifestyle Strategy ISA
- Balanced Lifestyle Strategy ISA
- Balanced Active Lifestyle Strategy ISA
- Balanced Tracker Lifestyle Strategy ISA
- Moderately Cautious Lifestyle Strategy ISA
- Moderately Cautious Active Lifestyle Strategy ISA
- Moderately Cautious Tracker Lifestyle Strategy ISA
- Cautious Lifestyle Strategy ISA
- Cautious Active Lifestyle Strategy ISA
- Cautious Tracker Lifestyle Strategy ISA