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Scottish Life: A division of Royal London

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Scottish Life Defensive Managed Pension fund

Quarter 3 2008

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Fund Information

Fund Details
Benchmark 30.0% iBoxx Sterling Non Gilts 1-15 Year TR, 17.5% IPD UK All Property Monthly, 16.25% FTSE A (Index Linked) British Govt Under 5 Yrs TR, 15.1% FTSE All Share TR, 12.4% FTSE World ex UK TR GBP, 8.75% FTSE A (Index Linked) British Govt 5 15 Years TR 
Launch Date 30th September 1996
Fund Size £339.59m
Currency Sterling
ABI UK pension fund sector Defensive Managed
Fund Manager Robert Talbut, Royal London Asset Management
Annual management charge 1.00%
Aim

The fund is designed to maximise "real returns" over a 5 year time period.

Investment Process

The fund invests in other Royal London Asset Management (RLAM) funds. The manager ensures the maximum potential for capital growth exists for the given level of risk. The underlying investments include Property, Short (5yr) Index Linked, Short (5yr) Corporate Bond and various Global Managed funds.
Source: Royal London Asset Management, as at 30th September 2008.
Performance
Holdings
Market Commentary

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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.