Insights

One Fund for Life

09 October 2020

At State Street Global Advisors, we recognise the challenges that DC schemes and members currently face. As a result, we have designed our Timewise Target Retirement Funds as a robust investment solution that is dynamic, adaptable and intuitive.

What is a Target Retirement Fund?

Target Retirement Funds are designed to be the default investment strategy for people saving for retirement
They exist in “vintages”, grouping members in cohorts by approximately when they will retire
As the members in the fund approach retirement, the portfolio manager will reduce the risk level of the fund

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This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.

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