DIMENSIONS
A Simpler Way to be a “Social Values Choice” Investor Wespath is bringing together LifeStage Investment Management (LifeStage) and the Social Values Choice (SVC) funds to provide investors with additional investment options to meet their needs.
What Is LifeStage Investment Management?
What Are the SVC Funds? The SVC funds were created for individuals who want their retirement investments to reflect heightened environmental and human rights considerations. They include the:
LifeStage allocates a participant’s investment portfolio to funds—and automatically adjusts the portfolio over time—based on personal factors like age and risk tolerance. As your age and circumstances change, LifeStage adjusts your investment mix accordingly. Generally speaking:
SVC Equity Fund: A passively managed, global equity fund; and the SVC Bond Fund: An actively managed, global fixed income fund These funds do not invest in fossil fuel companies and certain securities associated with conflict-affected areas. The SVC option in LifeStage also allocates to the U.S. Treasury Inflation Protection Fund, a passively managed, inflation-protected fixed income fund; and the Stable Value Fund, an actively managed fixed income fund that seeks to preserve capital and earn steady income.
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The further you are from retirement, the more the mix will favor stock funds, which offer greater long-term growth potential. As retirement approaches, the mix gradually shifts to include more bond funds, which seek to provide steady income while helping protect your original investment, and may be less risky over time. CONTINUED ON NEXT PAGE
APRIL 2026