Fund factsheets

View our range of fund factsheets that provide a number of key details for the fund you are invested into with TPT.

You can choose where your savings pot is invested. It is good practice to regularly review your investment choices, even if you don’t make any changes. Most members are invested in the 'Target Date Fund'. Use the tool below to help you select the fund factsheet that is most relevant to you.

If you want to view all the options available to you, click here or scroll to the bottom of the page. Please select the fund factsheet which matches the year you're due to retire.

For example, if you were born in March 1971 and have selected to retire at age 65, you will be retiring in 2036. Therefore, you should select the Target Date Fund Factsheet 2035-2037.

There is always a risk associated with investing. To learn more about this visit the Risk & Reward page.

 

Help me find my factsheet

This tool is designed to help you find the factsheet you are currently invested in. If you know your fund or just want to look at the factsheets for alternative funds you can see them all listed under 'All factsheets' below.

Do you know where you’re invested?

To find out where you’re invested or your target retirement date, log in to your Retirement Savings Account.

Have you previously changed your target retirement age?

We’ve assumed a target retirement date of your 65th birthday. If this is different please update your target retirement age below. You can check your target retirement date by logging into your Retirement Savings Account.

Did you join the scheme before 1999?
Guide to your Scheme Fund Factsheet
Bond Fund
Cash Fund
Global Equity Fund
Diversified Growth Fund
Index-Linked Gilts Fund
Property Fund
SRI Fund
Target Date Fund 2071–2073
Target Date Fund 2068–2070
Target Date Fund 2065–2067
Target Date Fund 2062–2064
Target Date Fund 2059–2061
Target Date Fund 2056–2058
Target Date Fund 2053–2055
Target Date Fund 2050–2052
Target Date Fund 2047–2049
Target Date Fund 2044–2046
Target Date Fund 2041–2043
Target Date Fund 2038–2040
Target Date Fund 2035–2037
Target Date Fund 2032–2034
Target Date Fund 2029–2031
Target Date Fund 2026–2028
Target Date Fund 2023–2025
Target Date Fund 2020–2022
Target Date Fund 2017–2019
Target Date Fund 2014–2016
Target Date Fund 2011–2013
Ethical Target Date Fund Post 1999 (2071 - 2073)
Ethical Target Date Fund Post 1999 (2068 - 2070)
Ethical Target Date Fund Post 1999 (2065 - 2067)
Ethical Target Date Fund Post 1999 (2062 - 2064)
Ethical Target Date Fund Post 1999 (2059 - 2061)
Ethical Target Date Fund Post 1999 (2056 - 2058)
Ethical Target Date Fund Post 1999 (2053 - 2055)
Ethical Target Date Fund Post 1999 (2050 - 2052)
Ethical Target Date Fund Post 1999 (2047 - 2049)
Ethical Target Date Fund Post 1999 (2044 - 2046)
Ethical Target Date Fund Post 1999 (2041 - 2043)
Ethical Target Date Fund Post 1999 (2038 - 2040)
Ethical Target Date Fund Post 1999 (2035 - 2037)
Ethical Target Date Fund Post 1999 (2032 - 2034)
Ethical Target Date Fund Post 1999 (2029 - 2031)
Ethical Target Date Fund Post 1999 (2026 - 2028)
Ethical Target Date Fund Post 1999 (2023 - 2025)
Ethical Target Date Fund Post 1999 (2020 - 2022)
Ethical Target Date Fund Post 1999 (2017 - 2019)
Ethical Target Date Fund Post 1999 (2014 - 2016)
Ethical Target Date Fund Post 1999 (2011 - 2013)
Ethical Target Date Fund Pre 1999 (2041–2043)
Ethical Target Date Fund Pre 1999 (2071–2073)
Ethical Target Date Fund Pre 1999 (2038–2040)
Ethical Target Date Fund Pre 1999 (2035–2037)
Ethical Target Date Fund Pre 1999 (2032–2034)
Ethical Target Date Fund Pre 1999 (2029–2031)
Ethical Target Date Fund Pre 1999 (2026–2028)
Ethical Target Date Fund Pre 1999 (2023–2025)
Ethical Target Date Fund Pre 1999 (2020–2022)
Ethical Target Date Fund Pre 1999 (2017–2019)
Ethical Target Date Fund Pre 1999 (2014–2016)
Ethical Target Date Fund Pre 1999 (2011–2013)

Sorry there is no factsheet available for the date you have selected

 

Please note: We’ve displayed the fund factsheets based on the answers you’ve provided.

If you’ve made different choices in the past you may be invested in different funds. If you’re unsure, log into your Retirement Savings Account to check where you are invested in. You can also look at all the factsheets for the funds available to you below.

Please note: We’ve displayed the fund factsheets based on the answers you’ve provided and the default funds for your Scheme. 95% of members are invested in the automatic option and this is what we’ve shown.

If you’ve made different choices in the past you may be invested in a different fund. To find out where you’re invested or your target retirement date, log in to your Retirement Savings Account. You can also look at all the factsheets for the funds available to you below.

All factsheets

  • Self Select

    The Self-Select Funds offered by TPT are listed below:

  • Target Date Funds

    Please select the fund factsheet which matches the year you're due to retire.

    For example, if you were born in March 1971 and have selected to retire at age 65, you will be retiring in 2036.
    Therefore, you should select the Target Date Fund Factsheet 2035-2037.

  • Ethical Target Date Funds (post 1999)

    Please select the fund factsheet which matches the year you're due to retire.

    For example, if you were born in March 1971 and have selected to retire at age 65, you will be retiring in 2036.
    Therefore, you should select the Ethical Target Date Fund Factsheet 2035-2037.

    • Ethical Target Date Fund Post 1999 (2071 - 2073)
    • Ethical Target Date Fund Post 1999 (2068 - 2070)
    • Ethical Target Date Fund Post 1999 (2065 - 2067)
    • Ethical Target Date Fund Post 1999 (2062 - 2064)
    • Ethical Target Date Fund Post 1999 (2059 - 2061)
    • Ethical Target Date Fund Post 1999 (2056 - 2058)
    • Ethical Target Date Fund Post 1999 (2053 - 2055)
    • Ethical Target Date Fund Post 1999 (2050 - 2052)
    • Ethical Target Date Fund Post 1999 (2047 - 2049)
    • Ethical Target Date Fund Post 1999 (2044 - 2046)
    • Ethical Target Date Fund Post 1999 (2041 - 2043)
    • Ethical Target Date Fund Post 1999 (2038 - 2040)
    • Ethical Target Date Fund Post 1999 (2035 - 2037)
    • Ethical Target Date Fund Post 1999 (2032 - 2034)
    • Ethical Target Date Fund Post 1999 (2029 - 2031)
    • Ethical Target Date Fund Post 1999 (2026 - 2028)
    • Ethical Target Date Fund Post 1999 (2023 - 2025)
    • Ethical Target Date Fund Post 1999 (2020 - 2022)
    • Ethical Target Date Fund Post 1999 (2017 - 2019)
    • Ethical Target Date Fund Post 1999 (2014 - 2016)
    • Ethical Target Date Fund Post 1999 (2011 - 2013)
  • Ethical Target Date Funds (pre 1999)

    Please select the fund factsheet which matches the year you're due to retire.

    For example, if you were born in March 1971 and have selected to retire at age 65, you will be retiring in 2036.
    Therefore, you should select the Ethical Target Date Fund Factsheet 2035-2037.

    • Ethical Target Date Fund Pre 1999 (2041–2043)
    • Ethical Target Date Fund Pre 1999 (2071–2073)
    • Ethical Target Date Fund Pre 1999 (2038–2040)
    • Ethical Target Date Fund Pre 1999 (2035–2037)
    • Ethical Target Date Fund Pre 1999 (2032–2034)
    • Ethical Target Date Fund Pre 1999 (2029–2031)
    • Ethical Target Date Fund Pre 1999 (2026–2028)
    • Ethical Target Date Fund Pre 1999 (2023–2025)
    • Ethical Target Date Fund Pre 1999 (2020–2022)
    • Ethical Target Date Fund Pre 1999 (2017–2019)
    • Ethical Target Date Fund Pre 1999 (2014–2016)
    • Ethical Target Date Fund Pre 1999 (2011–2013)