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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life Global Managed Equity Core Pension fund (BGI Global Equity Index (60:40))
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | 55% FTSE All Share TR, 45% FTSE World ex UK TR GBP |
| Launch Date | 31st May 2002 |
| Fund Size | £72.73m |
| Currency | Sterling |
| ABI UK pension fund sector | Global Equities |
| Fund Manager | Team, Barclays Global Investors |
| Annual management charge | 1.00% |
| Aim |
The fund aims to produce investment returns within 1% of a composite benchmark of 55% FTSE All Share Index and 45% FTSE A World (ex UK) Index. |
External Matrix Fund Description |
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The fund invests in unit linked collective investment funds with a passive management style. Depending on underlying market conditions the fund's annualised performance will track within 1% of a composite benchmark of 55% FTSE All Share Index and 45% FTSE World (ex UK) Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund invests primarily in UK and overseas companies. This has the benefit of reducing the risk by investing across various markets. Approximately 60% of the fund is invested in the shares of UK companies with the remaining 40% split equally between the US, Europe (excluding the UK) and the Far East. |
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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.
