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Scottish Life SocGen Global Managed 'A' Pension fund

Quarter 3 2008

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Fund Information

Fund Details

Benchmark IMA Balanced Managed 
Launch Date 31st May 2003
Fund Size £0.03m
Currency Sterling
ABI UK pension fund sector Balanced Managed
Fund Manager David Benson, SocGen Asset Management
Annual management charge 1.00%
Aim

The fund aims to achieve long term capital growth by investing in authorised unit trust schemes and open-ended investment companies.


Investment Process

The fund invests in UK and overseas companies. As the underlying unit trust is part of the IMA Balanced Managed sector, the fund aims to have a maximum of 85% invested in equities.


Source: Royal London Asset Management, as at 30th September 2008.
Performance
Holdings
Market Commentary

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© 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.