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Fund I

RSA Fund I

RSA Fund I 49 Years and Below (On-Request)

Contributors: 49 Years and Below
Status: Formal Transfer Application
Inter-Fund Movement: Only Fund II Contributors can move to Fund I
Asset Allocation: Very Aggressive
Variable Income Assets Expose:
Min - 20% & Max - 75%

Fund II

RSA Fund II

RSA Fund II 49 Years and Below (Default), Above 49 Years (On Request).

Contributors: 49 Years and Below
Status: Default (except otherwise indicated)
Inter-Fund Movement: Can only move to Fund I
Asset Allocation: Moderately Aggressive
Variable Income Assets Exposure:
Min - 10% & Max - 55%

Fund III

RSA Fund III

RSA Fund III 50 Years and above (Default)

Contributors: 50 Years and Above
Status: Default (except otherwise indicated)
Inter-Fund Movement: Can only move to Find II
Asset Allocation: Moderately Conservative
Variable Income Assets Exposure:
Min - 5% & Max - 20%

Fund IV

RSA Fund IV

RSA Fund IV Retirees (Default)

Contributors: 50 Years and Above
Status: Default
Inter-Fund Movement: None
Asset Allocation: Conservative
Variable Income Assets Exposure:
Min - 0% & Max - 10%

Fund III

RSA Fund VI

RSA Fund VI Strictly by choice by members who would prefer their contributions invested in ethically compliant investment products

Contributors: Strictly by choice of contributions invested in ethically compliant investment products
Status: Formal Transfer Application
Inter-Fund Movement: Open to all members of Funds I,II,III, and IV.
Asset Allocation: Ethical
Variable Income Assets Exposure:
Min - 0% & Max - 55%