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You asked: What is the 'asset mix'?

The asset mix is the selection of assets (a ‘mix') that makes up our With-Profit Fund. We currently hold assets in equities, property, gilts, corporate bonds, cash and cash alternatives

How well your investment does depends on how well the assets perform that make up this mix. Because with-profits investments are low- to medium-risk investments, the asset mix will always include a mixture of higher and lower risk assets.

The performance of the different types of assets varies over time. Our fund managers may change the asset mix to:

  • aim to improve long-term performance
  • make sure that the fund can meet its obligations.

You can see the asset mix in the With-Profit Update. View the With-Profit Update relevant to your investment by using our online decision tree.

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