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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life UK Equity Core Plus Pension fund (JPMorgan Premier Equity Growth)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | FTSE All Share TR |
| Launch Date | 31st March 2006 |
| Fund Size | £1.62m |
| Currency | Sterling |
| ABI UK pension fund sector | UK All Companies |
| Fund Manager | Chris Complin and Michael Barakos, JPMorgan Asset Management |
| Annual management charge | 1.85% |
| Aim |
The fund aims to produce investment returns within a range of between 1% and 5% of the FTSE All Share Index. |
External Matrix Fund Description |
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The fund invests in unit linked collective investment funds with an active management style. Depending on underlying market conditions the fund's annualised performance will track within a range of between 1% and 5% of the FTSE All Share Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund is designed to provide capital growth by investing in a range of equities, which are listed on the London Stock Exchange. The fund will have a bias towards larger companies, with no strong emphasis on style. |
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| Source: Royal London Asset Management, as at 30th September 2008. | |
| Performance |
| Holdings |
| Market Commentary |
Copyright 2009 Lipper Limited (a Reuters company).
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Scottish Life is a division of Royal London and markets products produced by Royal London. Royal London consists of The Royal London Mutual Insurance Society Limited and its subsidiaries. The Royal London Mutual Insurance Society Limited provides life and pension products, is a member of the Association of British Insurers and is authorised and regulated by the Financial Services Authority, registration number 117672. Royal London Marketing Limited acts as an insurance intermediary for general insurance products and is authorised and regulated by the Financial Services Authority, registration number 302391.
