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Scottish Life: A division of Royal London

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Scottish Life BGI Consensus Pension fund

Quarter 3 2008

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Fund Information

Fund Details

Benchmark Composite of FTSE indices weighted as per CAPS Consensus weightings (excluding property and emerging markets). Please note that benchmark performance shown throughout this factsheet is for the ABI UK Balanced Managed Pension fund sector average. 
Launch Date 31st May 2002
Fund Size £106.4m
Currency Sterling
ABI UK pension fund sector Balanced Managed
Fund Manager Team, Barclays Global Investors
Annual management charge 1.00%
Aim

The fund aims to produce consistent investment performance in line with the average UK pension fund and to avoid any violent swings between the upper and lower ends of the pension fund performance league tables.


Investment Process

The fund holds shares in both UK and overseas companies. This helps to meet the aim of providing returns above inflation whilst the holdings in fixed interest investments and cash provides stability and help to reduce the risk within the fund.


Source: Royal London Asset Management, as at 30th September 2008.
Performance
Holdings
Market Commentary

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© Scottish Life, St Andrew House, 1 Thistle Street, Edinburgh, EH2 1DG.
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.