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Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life US Core Plus Pension fund (Investec American)
Quarter 3 2008
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| Fund Information | |
Fund Details |
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| Benchmark | S&P 500 TR |
| Launch Date | 31st March 2006 |
| Fund Size | £3.28m |
| Currency | Sterling |
| ABI UK pension fund sector | North America Equities |
| Fund Manager | Bill Fries, Investec Asset Management |
| Annual management charge | 1.80% |
| Aim |
The fund aims to produce investment returns within a range of between 1% and 5% of the S&P 500 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 fund's annualised performance will track within a range of between 1% and 5% of the S&P 500 Index measured on a rolling 3 year basis. |
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Underlying Fund Description |
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The fund is designed to achieve long term capital growth primarily through investment in large American companies. It is a concentrated portfolio of between 35- 45 stocks with a maximum holding of 5% in any one company. |
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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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