Skandia Shield Fund

  • Important information for Skandia Life Investors

    This information sheet is for Skandia Life investors and should be read in conjunction with the 'Skandia Shield Fund – protecting your investment’ brochure.

    Download
  • Skandia Shield Fund At A Glance

    This document provides an overview of the fund.

    Download
  • Skandia Shield Fund Brochure

    This brochure explains the most important features of the Skandia Shield Fund and should be read in conjunction with the Simplified Prospectus, available from your financial adviser.

    Download
  • Skandia Shield Fund Optimisation and Asset Allocation

    This document aims to provide an insight into the theory that underpins the fund’s proprietary asset allocation model, the Black-Litterman approach.

    Download
  • Skandia Shield Fund Pre-approach Letter

    This document is for financial advisers only. The wording has been produced to help intermediaries draft their own promotional material.

    Download
  • Skandia Shield Fund Protected Share Price

    This document provides more detail on how the Protected Share Price works.

    Download
  • Skandia Shield Fund Reasons Why Paragraphs

    This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing in the Shield Fund.

    Download
  • Skandia Shield Fund Technical Guide

    This document explains how the different elements of the fund work together to enable the Fund to achieve its objectives and is for financial advisers only.

    Download