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.

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.

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.

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.

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.

Statement of Investment Principles

 

The Statement of Investment Principles describes the general principles of the investment policy and the investment process of LifeSight. The board of LifeSight defines the investment policy. For its overall investment policy, LifeSight applies the investment cycle as shown here. In the Statement of Investment Principles we explain the different steps in this investment cycle.