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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life UBS Managed Equity Pension fund
Quarter 3 2008
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| Fund Information | |
Fund Details |
|
| Benchmark | 60% FTSE All Share and 40% CAPS Pooled Overseas Median |
| Launch Date | 1st November 1999 |
| Fund Size | £7.5m |
| Currency | Sterling |
| ABI UK pension fund sector | Flexible Managed |
| Fund Manager | Yvonne Thomas, UBS Global Asset Management |
| Annual management charge | 1.50% |
| Aim |
The fund aims to outperform its benchmark. |
Investment Process | |
|
The fund invests in a mix of UK and overseas companies. The manager invests in companies where he believes the current market price is less than it may actually be worth. |
|
| 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.
