About Us Consumers Advisers Employers Media
| Why have a pension? | |
| How a pension works | |
| Our individual pensions | |
| Our group pensions | |
| Investment for consumers | |
| Why Scottish Life? |
You are not logged in.
Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life Japan Specialist Pension fund (JPMorgan Japan)
Quarter 3 2008
Show Everything - Print to PDF
| Fund Information | |
Fund Details |
|
| Benchmark | Topix TR |
| Launch Date | 31st March 2006 |
| Fund Size | £0.48m |
| Currency | Sterling |
| ABI UK pension fund sector | Japan Equities |
| Fund Manager | David Mitchinson, JPMorgan Asset Management |
| Annual management charge | 1.85% |
| Aim |
The fund aims to produce investment returns within a range of between 1% and 5% of the Topix Index. |
External Matrix Fund Description |
|
|
The fund invests in unit linked collective investment funds with an active management style. Depending on underlying market conditions the fund's annualised performance will track within a range of between 1% and 5% of the Topix Index measured on a rolling 3 year basis. |
|
Underlying Fund Description |
|
|
The fund is designed to provide capital growth primarily through the investment in Japanese equities. Companies are selected because the manager believes they show above average profitability, management quality and growth. |
|
| Source: Royal London Asset Management, as at 30th September 2008. | |
| Performance |
| Holdings |
| Market Commentary |
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.
