Your investment choices and charges WPP Pension and Savings Plan
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1 Your investment choices and charges WPP Pension and Plan This directory lists the Zurich Pension Funds available to you and the total charge for each as at August You can find details of each fund and their objective in the Investment choices area of the website. Lifestyle strategies are not shown in this table. If you would like more information about these, please read Guidance on your fund choices. What are the charges? Making expert decisions about buying and selling assets takes years of experience, so funds have charges for the services of their fund managers and administrators. Zurich also takes charges for managing your plan and investments. The total charge is made up of the following: Fund based charges Zurich takes fund based charges calculated on the value of each of your investments. The charge is calculated daily and taken each month by selling units held in your plan. Fund manager charges These include annual management charges and fund expenses. Annual management charges are taken by the fund manager to cover the cost of investment management and administration. They are deducted from the fund every day before unit prices are calculated. They could change in the future. Fund expenses are deducted from the funds before the unit prices are calculated. They are additional expenses incurred in the day to day management of the funds activities and include expenses, taxes, duties and other charges incurred in the purchase, sale, valuation and maintenance of the investments and auditors and custodians fees. In some cases, these may also include a charge for the adviser involved in constructing the fund, known as the Managed fund services charge. Platform charge adjustment If you ve held a Retirement Saver for at least one year, where the value exceeds 250,000 on 1 July, 0.020% of the value above 250,000 will be added to your plan. If you have holdings in both savings and s, the adjustment will be added proportionally to each. This adjustment is separate from the Total charge shown in the table. For more information please read the Terms and conditions Zurich Aberdeen Corporate Bond Zurich Aberdeen Ethical World Zurich Aberdeen Life UK Long Dtd Sterling Bond Zurich Aberdeen Sterling Government Bond Zurich Aquila 30/70 Curr Hdg Global Equity Ind Zurich Aquila 40/60 Global Equity Index Zurich Aquila 50/50 Global Equity Index Zurich Aquila 60/40 Global Equity Index Zurich Aquila Consensus Zurich Aquila Corporate Bond All Stocks Index Zurich Aquila Corporate Bond Over 15 Year Ind Zurich Aquila Emerging Markets Equity Index Zurich Aquila European Equity Index Zurich Aquila IL Over 5 Year Gilt Index Zurich Aquila Japanese Equity Index Zurich Aquila Over 15 Years UK Gilt Index Zurich Aquila Pacific Rim Equity Index Zurich Aquila UK Equity Index
2 Zurich Aquila US Equity Index Zurich Fidelity UK Gilt Zurich Aquila World ex UK Equity Index Zurich Artemis Equity Income Zurich Artemis Global Capital Zurich Artemis UK Special Situations Zurich Henderson Global Care Growth Zurich Henderson UK Property Zurich Henderson UK Smaller Companies Zurich HSBC Amanah Zurich Baillie Gifford 50/50 Worldwide Equity Zurich Baillie Gifford Emerging Markets Zurich Baillie Gifford Managed Zurich Baillie Gifford UK Equity Alpha Zurich Baillie Gifford UK Equity Zurich Insight UK Broad Market Bond Zurich Insight UK Govt Long Maturities Bond Zurich Invesco Perpetual High Income Zurich Investec Em Mkts Local Curr Debt Zurich BlackRock DC Diversified Growth Zurich BlackRock Sterling Liquidity Zurich JPM All-Emerging Markets Equity Zurich JPM Asia Equity Zurich Deposit & Treasury Zurich Deutsche Managed Sterling Zurich Dimensional Emerging Markets Value Zurich Dimensional Global Small Companies Zurich JPM Balanced Zurich JPM Continental Europe Equity Zurich JPM Continental Europe Select Equity Zurich JPM Diversified Equity Zurich JPM Natural Resources Zurich Equity Managed Zurich JPM UK Equity Zurich JPM UK Specialist Equity Zurich Fidelity Diversified Growth Zurich Jupiter Income Zurich Fidelity Select Global Equity
3 Zurich L&G AAA-AA-A Corp Bonds All Stocks Ind Zurich L&G Act Agg All Stocks (50:50) Fxd Int Zurich L&G Asia Pacific (ex Japan) Dev Eq Ind Zurich L&G Ethical Glbl Equity Ind Zurich L&G Europe (ex UK) Equity Index Zurich L&G Global Equity FW (50:50) Ind Zurich L&G Global Equity FW (60:40) Ind Zurich L&G Inflation Linked Pre Retirement Zurich L&G Japan Equity Index Zurich L&G Money Market Zurich L&G North America Equity Index Zurich L&G Over 15 Year Gilts Index Zurich L&G Over 5 Year Indx Linked Gilts Index Zurich L&G Pre-Retirement Zurich L&G Property Zurich L&G UK Equity Index Zurich L&G UK Fixed Interest All Stocks Zurich L&G UK Fixed Interest Over 15 Year Zurich L&G World (ex UK) Equity Index Zurich L&G World Emerging Markets Equity Index Zurich Lazard European Alpha Zurich Lazard Thematic Global Zurich Long Dated Gilt Zurich M&G All Stocks Corporate Bond Zurich M&G Corporate Bond Zurich M&G Global Leaders Zurich Majedie UK Equity Zurich Managed Zurich Mercer Active Emerging Markets Debt Zurich Mercer Active Emerging Markets Equity Zurich Mercer Active Global Equity Zurich Mercer Active Global Small Cap Equity Zurich Mercer Active Low Volatility Equity Zurich Mercer Active Money Market Zurich Mercer Active UK Equity Zurich Mercer Adventurous Retirement Zurich Mercer Annuity Retirement Zurich Mercer Cash Retirement Zurich Mercer Cash Retirement CS Zurich Mercer Cautious Retirement Zurich Mercer Defensive Zurich Mercer Defensive Retirement Zurich Mercer Diversified Growth Zurich Mercer Diversified Retirement Zurich Mercer Drawdown Retirement Zurich Mercer Dynamic Retirement
4 Zurich Mercer Growth Zurich Mercer High Growth Zurich Mercer Inflation Linked Pre-Retirement Zurich Mercer Moderate Growth Zurich Mercer Passive Emerging Markets Equity Zurich Mercer Passive Over 15 Year Gilt Zurich Mercer Passive Over 5 Yrs Ind Link Gilt Zurich Mercer Passive Overseas Equity Zurich Mercer Passive Overseas Equity Hedged Zurich Mercer Passive UK Corporate Bond Zurich Mercer Passive UK Equity Zurich Mercer Pre-Retirement Zurich Mercer Target Annuity 2018 Retirement Zurich Mercer Target Annuity 2019 Retirement Zurich Mercer Target Annuity 2020 Retirement Zurich Mercer Target Cash 2021 Retirement Zurich Mercer Target Cash 2022 Retirement Zurich Mercer Target Cash 2023 Retirement Zurich Mercer Target Cash 2024 Retirement Zurich Mercer Target Cash 2025 Retirement Zurich Mercer Target Drawdown 2018 Retirement Zurich Mercer Target Drawdown 2019 Retirement Zurich Mercer Target Drawdown 2020 Retirement Zurich Mercer Target Drawdown 2021 Retirement Zurich Mercer Target Drawdown 2022 Retirement Zurich Mercer Target Drawdown 2023 Retirement Zurich Mercer Target Drawdown 2024 Retirement Zurich Mercer Target Drawdown 2025 Retirement Zurich MFS Meridian Global Equity Zurich MFS Meridian UK Equity Zurich Mercer Target Annuity 2021 Retirement Zurich Mercer Target Annuity 2022 Retirement Zurich Mercer Target Annuity 2023 Retirement Zurich Mercer Target Annuity 2024 Retirement Zurich Mercer Target Annuity 2025 Retirement Zurich Mercer Target Cash 2018 Retirement Zurich Newton Global Balanced Zurich Newton Global Equity 50/ Zurich Newton Global Equity Zurich Newton Higher Income Zurich Newton Real Return Zurich Mercer Target Cash 2019 Retirement Zurich Mercer Target Cash 2020 Retirement Zurich Property
5 Zurich R&M UK Equity Smaller Companies Zurich Royal London Sterling Credit Zurich Royal London Sterling Extra Yield Bond Zurich Russell Emerging Markets Equity Zurich Russell UK Equity Zurich Russell World Equity Zurich Threadneedle European Zurich Threadneedle European Smaller Companies Zurich Threadneedle Global Bond Zurich Threadneedle Global Select Zurich Threadneedle Japan Zurich Threadneedle Latin America Zurich Threadneedle Pension Property Zurich Schroder Diversified Growth Zurich Schroder Global Emerging Markets Zurich Threadneedle UK Corporate Bond Zurich Threadneedle UK Smaller Companies Zurich Schroder Global Equity Zurich Schroder Pacific Zurich Schroder QEP Global Active Value Zurich UK Equity Zurich UK Preference & Fixed Interest Zurich Schroder QEP Global Core Zurich Schroder Strategic Credit Zurich Standard Life Corporate Bond Zurich Standard Life Global Abs Return Strats CS Zurich State Street Strategic Diversified Zurich Stewart Investors Asia Pacific Leaders Zurich Threadneedle American Zurich Threadneedle American Smaller Companies Zurich Threadneedle Asia Zurich Threadneedle European Bond
6 Zurich Assurance Ltd. Registered in England and Wales under company number Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX. Zurich is a trading name of Sterling ISA Managers Limited. Sterling ISA Managers Limited is registered in England and Wales under company number Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX. WD
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