Penfold offers a range of professionally managed investment options, designed to suit different needs and preferences. We work with leading global investment managers, BlackRock and HSBC.
For detailed information about each fund, including performance, holdings and risk levels, please visit the investment manager's website using the links below.
Penfold Plan, managed by BlackRock
Our own Penfold Plan is designed specifically for long-term pension saving and automatically adjusts over time.
Penfold Plan – Download the factsheet
Standard Lifetime Plan, managed by BlackRock
Standard Lifetime Plan, Stage 1 - BlackRock MyMap 6
Standard Lifetime Plan, Stage 2 - BlackRock MyMap 5
Standard Lifetime Plan, Stage 3 - BlackRock MyMap 4
Sustainable Lifetime Plan, managed by BlackRock
Sustainable Lifetime Plan, Stage 1 - BlackRock MyMap 8 Select ESG Fund
Sustainable Lifetime Plan, Stage 2 - BlackRock MyMap 5 Select ESG Fund
Sustainable Lifetime Plan, Stage 3 - BlackRock MyMap 3 Select ESG Fund
Standard Plan, managed by BlackRock
Standard Plan, Level 1: BlackRock MyMap 3
Standard Plan, Level 2: BlackRock MyMap 4
Standard Plan, Level 3: BlackRock MyMap 5
Standard Plan, Level 4: BlackRock MyMap 6
Sustainable Plan, managed by BlackRock
Sustainable Plan, Level 1: BlackRock MyMap 3 Select ESG Fund
Sustainable Plan, Level 3: BlackRock MyMap 5 Select ESG Fund
Sustainable Plan, Level 5: BlackRock MyMap 8 Select ESG Fund
Sharia Plan, managed by HSBC
Sharia Plan: HSBC Islamic Global Equity Index Fund