Sainsbury's Retirement Savings Plan

for Colleagues up to C5/5S grade plan

Investment factsheets

As a member of the Sainsbury’s Retirement Savings Plan, you can choose where to invest your pension pot. You can choose from a range of investment funds that the Trustee has set up for members, for example, a sustainable property fund or an equity (company shares) fund. These are listed below under the heading ‘Self-Select Funds’, with links to individual fund factsheets (just click on the name to open up the factsheet).

There are also other Self Select Funds you can invested in. Please login to your Legal & General Manage Your Account portal www.legalandgeneral.com/mya to review these options.

If you don’t want to choose where your pension pot is invested, you can simply do nothing. In this case, your contributions will be invested in the default investment option, which is Legal & General’s Target Date Fund. There are a number of Target Date Funds and your pension pot will be invested in the one that corresponds most closely to your target retirement date. So, for example, if you were born in 1972 and plan to retire at age 65 (in 2037), then your investments would be in the 2035 – 2040 Target Date Fund.

These factsheets will be updated every three months.

Self-Select Funds

Legal & General PMC Multi-Asset 3
L&G (PMC) Multi-Asset Fund 3

Legal & General PMC UK Equity Index 3
L&G (PMC) UK Equity Index Fund 3

Legal & General PMC Cash 3
L&G (PMC) Cash Fund 3

Legal & General PMC Over 15 Year Gilts Index 3
L&G (PMC) Over 15 Year Gilts Index Fund 3

Legal & General PMC World (Ex-UK) Equity Index 3
L&G (PMC) World (Ex-UK) Equity Index Fund 3

Legal & General PMC All Stocks Index Linked Gilts Index 3
L&G (PMC) All Stocks Index Linked Gilts Index Fund 3

Legal & General Pension Property Fund 3
L&G (PMC) Property Fund 3

Legal & General PMC Ethical UK Equity Index 3
L&G (PMC) Ethical UK Equity Index Fund 3

Legal & General PMC Pre-Retirement 3
L&G (PMC) Pre-Retirement Fund 3

Legal & General PMC Retirement Income Fund Multi-Asset Fund 3
L&G (PMC) Retirement Income Multi-Asset Fund 3

Legal & General PMC HSBC Islamic Global Equity Index Fund 3
L&G (PMC) HSBC Islamic Global Equity Index Fund 3

Target Date Funds

2015 – 2020 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/21391643-3b39-404c-bedd-24b001c730aa/Factsheet.pdf

2020 – 2025 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/b0eed868-c662-4358-aa8e-dd8035a8889e/Factsheet.pdf

2025 – 2030 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/cc5899b4-d7d2-47d5-ba79-e6bfee90739a/Factsheet.pdf

2030 – 2035 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/78f88901-dbe7-4c06-8526-ee8da6579c87/Factsheet.pdf

2035 – 2040 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/bc0a9aba-ee52-41a8-a149-baad3199ce13/Factsheet.pdf

2040 – 2045 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/6cd2e669-9ec2-46c9-b9c3-9184eb39a192/Factsheet.pdf

2045 – 2050 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/c4382e52-a81f-47c2-a0c9-e3272e64d7b1/Factsheet.pdf

2050 – 2055 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/ee5d3b5d-8a11-4ddf-9b95-f53c261590a6/Factsheet.pdf

2055 – 2060 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/fbcf4a93-16ed-4912-b4af-bbda1d01c149/Factsheet.pdf

2060 – 2065 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/5d29b9fe-3ddc-4877-837f-4ffe2d00a48e/Factsheet.pdf

2065 – 2070 Target Date Fund
https://literature-lgim.huguenots.co.uk/srp/documents-id/d7fdeb30-67ae-46ea-9cc2-4d10ee90d097/Factsheet.pdf