Every quarter, LifeSight publishes fact sheets about LifeSight’s three funds and all investment funds that are offered within the Self Investing option. The fact sheets can be consulted via the links on this page. They provide a concise insight into investment policy, benchmarks used, investment returns achieved and the broad composition of the investments. The Key Investor Information fact sheet for the investment funds within the Self Investing option is updated annually and can also be viewed via a link on this page.
Factsheets LifeSight Rendement Fund
The LifeSight Rendement Fund invests in various investment categories through participation in passively managed investment funds, with the aim of exceeding the return on investment of the LifeSight Matching Lang Fund by 2% per year over the longer term (5 to 10 years). We anticipate market developments over the medium term. Depending on this, weightings can be adjusted within the LifeSight Rendement Fund, or (new) investment categories can be added or excluded.
Factsheet LifeSight Matching Lang Fund
The investment objective of the LifeSight Matching Lang Fund is to be able to convert the invested assets in the fund into a stable pension benefit with inflation protection, regardless of the interest and inflation rates 15-year before retirement.
Factsheet LifeSight Matching Kort Fund
The investment objective of the LifeSight Matching Kort Fund is to be able to convert the invested assets in the fund into a stable pension benefit with inflation protection, regardless of the interest and inflation rates at the time you retire.
Self Investing Key Investor Information
Key Investor Information for the 21 equity and bond investment funds within the Self Investing (opting out) investment option is included in the attached fact sheet.
Factsheet Self Investing
If you participate in the Self Investing (opting out) option, you currently have 21 stock and bond investment funds. An overview of the available investment funds is included in the attached fact sheet. A collaboration with one of the world’s largest and leading investment fund providers, BlackRock, has been chosen. It is also possible to invest in socially responsible investments through Triodos funds. In the future, the range of available investment funds may change.
Overview Investment Terms
We made an overview of some of the more common investing terms you may encounter. These words and concepts can help you get a better understanding of the investing world.