Investments

Fact sheets

You can find information on the funds available to you below:

Open to new contributions
Fund name Availability Investment characteristics Active or Passive management Fact sheet
Oracle Active Bond Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM Absolute Return Bond Fund. The Fund aims to generate total returns by investing in a range of fixed income assets. Active View PDF
Oracle Lifestyle Growth Fund
  • Employer Core
  • Employee Core
  • Non-Core
 30% invested in the LGIM Future World Global Equity Index Fund; 25% invested in the BlackRock Diversified Growth Fund; 25% invested in the LGIM Future World Multi Asset Fund; 20% invested in the LGIM Absolute Return Bond Fund. The Fund aims to generate growth by investing in a mix of actively and passively managed funds. The Fund invests in a diversified range of assets, taking into account sustainable Environmental, Social and Governance investment factors where possible. Active View PDF
Oracle Diversified Growth Fund
  • Employer Core
  • Employee Core
  • Non-Core
 80% invested in the LGIM Future World Global Equity Index Fund; 20% invested in the BlackRock Diversified Growth Fund. The fund is rebalanced as necessary to the initial allocation of 80%/20% of the underlying funds in any subsequent period where it deviates. Active View PDF
Oracle Cash Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the BlackRock Institutional Sterling Liquidity Fund. The Fund aims to maximise current income whilst preserving capital and liquidity through the maintenance of a portfolio of high quality short-term "money market" instruments. Active View PDF
Oracle Active Positive Impact Equity Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the Baillie Gifford Positive Change Fund. The Fund invests in shares of companies expected to contribute towards a more sustainable and inclusive world. Active View PDF
Oracle Corporate Bond Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM Corporate Bond All Stocks Index Fund. The Fund invests in corporate bonds. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. Passive View PDF
Oracle Dynamic Growth Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the BlackRock Diversified Growth Fund. The Fund aims to generate total returns by investing in a range of asset classes. Active View PDF
Oracle Fixed Interest Gilts Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM All Stocks Gilts Index Fund. The Fund invests in UK fixed interest government bonds. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. Passive View PDF
Oracle Islamic Equity Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the HSBC Islamic Equity Index Fund. The Fund invests in shares of companies which meet Islamic investment principles. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. Passive View PDF
Oracle Property Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the Threadneedle Property Fund. The Fund aims to generate total returns (from income and capital appreciation) by investing in property. Active View PDF
Oracle Passive UK Equity Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM UK Equity Index Fund. The Fund invests in shares of companies traded on the London Stock Exchange. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. Passive View PDF
Oracle Sustainable Global Equity Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM Future World Global Equity Index Fund. The Fund invests in the shares of UK and overseas companies. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. The Fund’s benchmark takes into account sustainable Environmental, Social and Governance investment factors. Passive View PDF
Oracle Index Linked Gilts Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM All Stocks Index Linked Gilts Fund. The Fund invests in UK index-linked government bonds. The Fund employs an index tracking strategy and aims to track the performance of its benchmark within a reasonable tolerance. Passive View PDF
Oracle Sustainable Growth Fund
  • Employer Core
  • Employee Core
  • Non-Core
 100% invested in the LGIM Future World Multi Asset Fund. The Fund aims to generate total returns by investing in a range of asset classes, taking into account sustainable Environmental, Social and Governance investment factors. Active View PDF

Employee Core contributions and Non-Core contributions can be invested in a variety of ways, for example you can choose a range of ‘Self-Select’ funds from the list shown or you can choose a ‘Lifestyle’ strategy that is designed to match your investments to your intended retirement option.

If you don’t make a decision on how your Member Account is invested, it will be invested in line with the Plan’s default strategies.

Switching investments

Please notify the Barnett Waddingham’s administration team if you wish to make investment switches. Notification can be made via Bwebstream .