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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life US Core Pension fund (BGI US Equity Index)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | S&P 500 TR |
| Launch Date | 31st May 2002 |
| Fund Size | £3.67m |
| Currency | Sterling |
| ABI UK pension fund sector | North America Equities |
| Fund Manager | Team, Barclays Global Investors |
| Annual management charge | 1.15% |
| Aim |
The fund aims to produce investment returns within 1% of the S&P 500 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 the S&P 500 Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The manager will aim to invest in the same companies (with the same proportions) as the FTSE USA Index, one of the largest indices of companies listed in the US. As a result, the fund invests in the shares of leading US companies and also many of the smaller companies offering opportunities for growth in the future. By matching the index the fund aims to reduce the risk to the investor. |
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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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