INVESTMENT OPTIONS. - Legal & General

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26 Individual AND GROUP pensionS – Investment options MONTHLY UK EQUITY INDEX LIFESTYLE PROFILE (continued) Mix of funds during the 10 years prior to your selected retirement date PROFILES WITH A FIVE YEAR SWITCHING PERIOD Yearly switching profile – This profile starts switching five years before your selected retirement date, and then on each anniversary of that date. Months to your selected retirement date 39 UK Equity Index Fund % 31.67 Fixed Interest Fund % 51.25 Cash Fund % 17.08 GLOBAL EQUITY 70:30 INDEX/FIXED INTEREST LIFESTYLE PROFILE Mix of funds during the five years prior to your selected retirement date 38 30.83 51.88 17.29 37 36 35 30.00 29.17 28.33 52.50 53.13 53.75 17.50 17.70 17.92 Years to your selected retirement date Global Equity 70:30 Index Fund % Fixed Interest Fund % 34 27.50 54.38 18.12 33 26.67 55.00 18.33 More than 5 100 0 32 25.83 55.63 18.54 4 – 5 80 20 31 25.00 56.25 18.75 3 – 4 60 40 30 24.17 56.88 18.95 2 – 3 40 60 29 23.33 57.50 19.17 1 – 2 20 80 28 22.50 58.13 19.37 Less than 1 0 100 27 26 25 24 21.67 20.83 20.00 19.17 58.75 59.38 60.00 60.63 19.58 19.79 20.00 20.20 Quarterly switching profiles – The following profiles start switching five years before your selected retirement date, and then every three months after that. 23 22 21 20 19 18.33 17.50 16.67 15.83 15.00 61.25 61.88 62.50 63.13 63.75 20.42 20.62 20.83 21.04 21.25 GLOBAL EQUITY 70:30 INDEX LIFESTYLE PROFILE Mix of funds during the five years prior to your selected retirement date 18 14.17 64.38 21.45 17 16 15 13.33 12.50 11.67 65.00 65.63 66.25 21.67 21.87 22.08 Months to your selected retirement date Global Equity 70:30 Index Fund % Fixed Interest Fund % Cash Fund % 14 10.83 66.88 22.29 13 10.00 67.50 22.50 More than 60 100 0.00 0.00 12 9.17 68.13 22.70 60 95 3.75 1.25 11 8.33 68.75 22.92 57 90 7.50 2.50 10 7.50 69.38 23.12 54 85 11.25 3.75 9 6.67 70.00 23.33 51 80 15.00 5.00 8 5.83 70.63 23.54 48 75 18.75 6.25 7 5.00 71.25 23.75 45 70 22.50 7.50 6 4.17 71.88 23.95 42 65 26.25 8.75 5 3.33 72.50 24.17 39 60 30.00 10.00 4 2.50 73.13 24.37 36 55 33.75 11.25 3 1.67 73.75 24.58 33 50 37.50 12.50 2 0.83 74.38 24.79 30 45 41.25 13.75 1 0.00 75.00 25.00 27 40 45.00 15.00 0 0.00 75.00 25.00 24 35 48.75 16.25 21 30 52.50 17.50 18 25 56.25 18.75 15 20 60.00 20.00 12 15 63.75 21.25 9 10 67.50 22.50 6 5 71.25 23.75 3 0 75.00 25.00
Individual AND GROUP pensionS – Investment options 27 GLOBAL EQUITY 70:30 INDEX/INDEX LINKED GILT LIFESTYLE PROFILE Mix of funds during the five years prior to your selected retirement date GLOBAL EQUITY FIXED WEIGHTS 60:40 INDEX LIFESTYLE PROFILE Mix of funds during the five years prior to your selected retirement date Months to your selected retirement date Global Equity 70:30 Index Fund % Index- Linked Gilt Fund % Cash Fund % Months to your selected retirement date Global Equity Fixed Weights 60:40 Index Fund % Fixed Interest Fund % Cash Fund % More than 60 100 0.00 0.00 More than 60 100 0.00 0.00 60 95 3.75 1.25 60 95 3.75 1.25 57 90 7.50 2.50 57 90 7.50 2.50 54 85 11.25 3.75 54 85 11.25 3.75 51 80 15.00 5.00 51 80 15.00 5.00 48 75 18.75 6.25 48 75 18.75 6.25 45 70 22.50 7.50 45 70 22.50 7.50 42 65 26.25 8.75 42 65 26.25 8.75 39 60 30.00 10.00 39 60 30.00 10.00 36 55 33.75 11.25 36 55 33.75 11.25 33 50 37.50 12.50 33 50 37.50 12.50 30 45 41.25 13.75 30 45 41.25 13.75 27 40 45.00 15.00 27 40 45.00 15.00 24 35 48.75 16.25 24 35 48.75 16.25 21 30 52.50 17.50 21 30 52.50 17.50 18 25 56.25 18.75 18 25 56.25 18.75 15 20 60.00 20.00 15 20 60.00 20.00 12 15 63.75 21.25 12 15 63.75 21.25 9 10 67.50 22.50 9 10 67.50 22.50 6 5 71.25 23.75 6 5 71.25 23.75 3 0 75.00 25.00 3 0 75.00 25.00
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INVESTMENT OPTIONS. - Legal & General

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