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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life UK Small Cap Specialist Pension fund (Investec UK Smaller Companies)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | FTSE Small Cap (X It) TR |
| Launch Date | 31st March 2006 |
| Fund Size | £2.66m |
| Currency | Sterling |
| ABI UK pension fund sector | UK Smaller Companies |
| Fund Manager | Philip Rodrigs, Investec Asset Management |
| Annual management charge | 1.80% |
| Aim |
The fund aims to produce attractive investment returns by taking active positions against the FTSE Small Cap ex ITs 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 Small Cap ex ITs Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund is designed to give long term capital growth primarily investing in UK smaller companies. Stock selection is based on a bottom-up approach with the process being adapted from Investec's Four Factor Screening process. |
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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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