Jump to main content Jump to main navigation Jump to secondary navigation Jump to related links Jump to legal information      Log in | Home | Contact Us | Site Map |

About Us Consumers Advisers Employers Media

Scottish Life: A division of Royal London

Consumer  >  Investment for Consumers  >  Factsheet Consumer

Scottish Life UK Equity Core Pension fund (BGI UK Equity Index)

Quarter 3 2008

Show Everything Print to PDF

Fund Information

Fund Details

Benchmark FTSE All Share TR 
Launch Date 31st May 2002
Fund Size £43.93m
Currency Sterling
ABI UK pension fund sector UK All Companies
Fund Manager Team, Barclays Global Investors
Annual management charge 1.00%
Aim

The fund aims to produce investment returns within 1% of the FTSE All Share Index.


External Matrix Fund Description

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 FTSE All Share Index measured on a rolling 3 year basis.


Underlying Fund Description

The manager will aim to invest in the same companies (with the same proportions) as the FTSE All Share Index, the largest index of companies listed on the UK stock market. As a result, the fund invests in the shares of leading UK 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.


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

Lipper Logo  Copyright 2009 Lipper Limited (a Reuters company).

                                                                                                         

Back to top
Legal Disclaimer

© 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.