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Retirement Strategies

PDF 2mb
April 03, 2014
Retirement Strategies (RS) is a prepackaged range of target date funds. Each fund is an age-appropriate diversified growth portfolio which progressively de-risks as a member approaches their expected retirement date. The pre-built range of passive funds offers an economical way to provide a diversified and risk-adjusted default option.

Performance Objective

To maximise members’ retirement income, while giving consideration to the average investor’s risk capacity at any given age.

Key Features

  • Age-appropriate diversified growth portfolio
  • Intelligent de-risking
  • Client-specific white labelling
  • Volatility managed


  • Open architecture
  • Value for money
  • Built-in flexibility
  • Single-fund solution for members

Why Retirement Strategies Might Be Appropriate for You

Retirement Strategies is designed for trust-based and contract-based schemes which want to gain the benefits of a target date approach. It is an economical answer for sponsors who need a robust and low-maintenance solution that works in the best interests of members, irrespective of the platform they choose to use.

For further information please contact Tim Banks on +44 (0) 20 7959 4783 or tim.banks@alliancebernstein.com

Note: AllianceBernstein has partnered with AXA Wealth* to provide blended fund solutions which have an underlying asset allocation strategy designed by AllianceBernstein. Each blended fund is a daily-priced life fund established by AXA Wealth and for which AllianceBernstein is responsible for designing and managing the asset allocation strategy.

The underlying funds by reference to which the value of each blended fund solution is determined are selected by AllianceBernstein and/or the scheme in question. AXA Wealth will provide access to these blended funds to AllianceBernstein and its respective distribution channels.

*AXA Wealth is a brand used by the AXA Group. The specific product-providing company for these funds is Winterthur Life UK Limited, part of the AXA Group.

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