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Detailed fund performance dataWindsor Life provides daily updates for the prices of thousands of different funds. Internally Managed Profile FundsWhere groups of funds have similar objectives, we invest them into identical assets known as "profile funds". This means that the underlying investment performance for all our policyholders invested in, say, our managed fund, is broadly the same. There remain some differences between individual funds due to expenses. You can see how each of our profile funds has performed for each of the last five years by clicking on the relevant link below:
If you want to know which profile fund is relevant for you, click here to visit our Which Profile Fund page. Remember past performance is not a guide to returns in the future. Externally Managed FundsThe benefits of some members of Group Pension Schemes that transferred to Windsor Life from Tomorrow™ at the end of December 2007 may be invested in funds that are managed externally. Fund performance information for these funds is available by clicking here - last updated 15 July 2010 (11kb). Unit Trust Savings Plans that transferred to Windsor Life from Tomorrow™ are invested in the TU British Trust, which is an authorised unit trust managed by TU Fund Managers Limited. Fund performance for this fund is available by clicking here. Daily Unit PricesWe usually update unit prices for our funds every working day and you can access the latest information by clicking here. You can also contact us on 0800 073 1777 from 9.00am to 5.00pm Monday to Friday if you have any queries about the funds you are invested in. Fund switches If you would like to switch your current unit holding to another / other fund(s) and / or redirect future contributions to an alternative fund, you can download a Fund Switch and / or Re-direction Request Form from our Useful Forms webpage. This should be completed and posted to us at the address shown on the form. Please note that different fund switching arrangements exist for members of a Group Pension Scheme originally taken out with TomorrowTM. Please click here if this applies. |
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(This link will redirect you to the TU Fund Managers site.)