Investment Philosophy
Universal Life currently fields four Investment Funds under its group occupation pensions line of business:
Each of the four Pension Funds has its own distinct investment policy and you may invest in a combination of Funds that best matches your desired risk appetite. Additionally, you may change your investment by:
- Altering the percentage allocation of future contributions between Funds - This option may be exercised up to a maximum number of times each calendar year as set out in the Pension Contract Regulations.
- Transfer of Units between Funds - This option may be exercised with a certain time frequency set out in the Pension Contract Regulations. Transfers can take place from / to one or more Funds.
Valuation Dates
The bid and offer prices for fund units are computed on specific valuation days, with a minimum frequency of four times per calendar month, including the last working day of each month.
