easy save

fund details: tax-exempt savings and investments with easy save

When you contribute to your easy save tax-exempt savings plan, your money is invested in the Engage Mutual With Profits Sub Fund. The Engage Mutual With Profits Sub Fund aims to provide smoothed investment returns over the long term and invests in collective investment schemes. These schemes are managed by external fund managers and may hold a range of the following:

• shares

• fixed interest securities

• commodities

• property

• currency

• cash

• other structured investments.

The With Profits Sub Fund may also invest directly in fixed interest securities.

To view the asset mix of the With Profits Fund please click here.

Every year we declare bonuses based on the performance of the fund so far and how we think it will perform in the future. These bonuses are added to your plan.

Remember - future bonuses depend on investment performance and neither of these can be guaranteed. You may get back less than you have paid in if you have not paid all the premiums and/or you cash your plan outside of the 28 day guarantee period which follows the end of the premium term.