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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life UK Mid Cap Specialist Pension fund (Schroder UK Mid 250)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | FTSE 250 Mid TR |
| Launch Date | 31st March 2006 |
| Fund Size | £10.12m |
| Currency | Sterling |
| ABI UK pension fund sector | UK All Companies |
| Fund Manager | Andy Brough, Schroders |
| Annual management charge | 1.80% |
| Aim |
The fund aims to produce attractive investment returns by taking active positions against the FTSE 250 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 250 Mid Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund's investment objective is to achieve long term capital growth by investing principally in companies listed in the FTSE 250 Index. The fund will invest principally in equities of companies whose shares are listed in the FTSE 250 Ex- Investment Companies Index. However, the fund may also hold former components of, or expected entrants into, that index if in the opinion of the Manager it may be advantageous to do so. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments. |
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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.
