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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life UK Income Specialist Pension fund (Invesco Perpetual Income)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | FTSE 350 Higher Yield TR |
| Launch Date | 31st March 2006 |
| Fund Size | £33.52m |
| Currency | Sterling |
| ABI UK pension fund sector | UK Equity Income |
| Fund Manager | Neil Woodford, Invesco Perpetual |
| Annual management charge | 1.70% |
| Aim |
The fund aims to produce attractive investment returns by taking active positions against the FTSE 350 Higher Yield index. |
External Matrix Fund Description |
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The fund invests in unit linked collective investment funds with an active management style. Depending on underlying market conditions the tracking error of the fund is expected to be in excess of 5% against the FTSE 350 Higher Yield Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund is designed for long term growth and therefore over the short term there may large fluctuation in the value of the fund due to the positions the manager has taken. The fund is primarily invested in the shares of UK companies, with the balance being invested internationally. |
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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.
