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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life Invesco UK Equity Pension fund
Quarter 3 2008
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| Fund Information | |
Fund Details |
|
| Benchmark | FTSE All Share TR |
| Launch Date | 31st May 2003 |
| Fund Size | £0.34m |
| Currency | Sterling |
| ABI UK pension fund sector | UK All Companies |
| Fund Manager | Ciaran Mallon, Invesco Perpetual |
| Annual management charge | 1.00% |
| Aim |
The fund is designed to outperform its benchmark by 1.5% per annum, over 3 year rolling periods. |
Investment Process | |
|
The fund is designed to achieve long term capital growth by investing in a portfolio of UK Equities. The out performance targets are designed to be met through active stock selection in the UK equity market. |
|
| 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.
