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Scottish Life: A division of Royal London

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Scottish Life SocGen Stockmarket Managed 'A' Pension fund

Quarter 3 2008

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Fund Information

Fund Details

Benchmark IMA Active Managed 
Launch Date 31st May 2003
Fund Size £0.05m
Currency Sterling
ABI UK pension fund sector Flexible 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 primarily in Equities.


Investment Process

The fund invests in UK and overseas companies from all economic sectors. As the underlying unit trust is part of the IMA Active Managed sector the fund will mainly invest in equities and has he ability to hold up to 100% of the fund 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.