Harbour Rock Capital Limited
Restricted Funds Panel

This list represents the funds employed by Harbour Rock Capital in maintaining advisory and discretionary portfolios as at the date of this document. This will change from time to time. Not all funds are available with all pension providers.

Advice automatically includes consideration of pre-existing products and fund ranges held by clients at outset which will be determined at the point of review.

Restricted Panel as at 1st February 2023

Insured Pensions

LV=

Royal London

Platform Pensions (SIPPs)

Aegon ARC

Novia

Parmenion

Funds

Aegon Overseas Eq Tracker

Aegon Prism Multi-Asset 1*

Aegon Prism Multi-Asset 2*

Aegon Prism Multi-Asset 3*

Aegon Prism Multi-Asset 4*

Aegon Prism Multi-Asset 5*

Aegon Prism Global Fixed Income*

Dimensional Global Short Dated Bond

Dimensional Short-Term Investment Grade Fixed Income

Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income

Dimensional World Equity

LV= Invesco Monthly Income Plus (S2)

LV= Vanguard LifeStrategy 100% Equity (S2)

LV= Vanguard Sterling Short-Term Money Market (S2)

Parmenion Emerging Markets Equity

Parmenion Emerging Markets Value and Small Cap

Parmenion Global Equity

Parmenion Global Value and Small Cap Equity

Parmenion Managed Liquidity

Parmenion Short Dated Bond

Parmenion UK Index Linked Gilts

RLP Deposit

RLP Dimensional Emerging Markets Core Equity

RLP Dimensional Global Core Equity

RLP Dimensional Global Targeted Value

RLP Dimensional UK Core Equity

RLP Medium (10yr) Index Linked

RLP Property

RLP Short (5yr) Corporate Bond

RLP Short Duration Global High Yield

RLP Sterling Extra Yield Bond

Scottish Equitable Overseas Corporate Bond Tracker

*Prism Investments Limited (Prism) is a professional investment advisory firm, owned by the Harbour Rock Capital Limited. Prism provides the asset allocation model and oversight for the Prism funds, for which it receives a fee. This is paid from the funds’ annual management charge and is not an additional cost. The fee depends in part on how much money is in these funds.

0800 009 3388

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Information on Pension Access

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Pension Access is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 009 3388. Email: pensionaccess@harbourrockcapital.co.uk

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Harbour Rock Capital Limited
Restricted Funds Panel

Restricted Panel as at 1st February 2023

Insured Pensions

Platform Pensions (SIPPs)

Funds

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Harbour Rock Capital LimitedRestricted Funds Panel

Restricted Panel as at 1st February 2023

Insured Pensions

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Harbour Rock Capital Limited
Restricted Funds Panel