Fund I - Daring You
- Age 49 and below.
- Must write formally to opt for this Fund.
- Maximum exposure of 75% of portfolio value invested into variable income instruments
Fund II - Steady You
- Age 49 and below.
- Maximum exposure of 55% of portfolio value invested into variable income instruments
Fund III - Established You
- Age 50 Above
- Must write to be in Fund II but can't be in Fund I
- Maximum exposure of 20% of portfolio value invested into variable income instruments
Fund IV - Retired You
- Retiree Fund
- Maximum exposure of 10% of portfolio value invested into variable income instruments
Fund V - Independent You
- Micro Pension Contributor
- Maximum exposure of 5% of portfolio value invested into variable income instruments
Fund VI - Ethical You
- Non Interest Fund
- Contributions invested in Non-interest Money and Capital Market Products.
- Maximum exposure of 55% of portfolio value invested into varibale income instruments
- Contributor in Fund I, II or III who wishes to move to Fund VI shall make a formal request to the PFA.
