About Us Consumers Advisers Employers Media
| Why have a pension? | |
| How a pension works | |
| Our individual pensions | |
| Our group pensions | |
| Investment for consumers | |
| Why Scottish Life? |
You are not logged in.
Consumer > Investment for Consumers > Factsheet Consumer
Scottish Life US Specialist Pension fund (JPMorgan US)
Quarter 3 2008
Show Everything - Print to PDF
| Fund Information | |
Fund Details |
|
| Benchmark | S&P 500 TR |
| Launch Date | 31st March 2006 |
| Fund Size | £1.49m |
| Currency | Sterling |
| ABI UK pension fund sector | North America Equities |
| Fund Manager | Silvio Tarca and Robert Weller, JPMorgan Asset Management |
| Annual management charge | 1.85% |
| Aim |
The fund aims to produce attractive investment returns by taking active positions against the S&P 500 index. |
External Matrix Fund Description |
|
|
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 S&P 500 Index measured on a rolling 3 year basis. |
|
Underlying Fund Description |
|
|
The fund is designed to provide capital growth over the long term by investing in shares of US companies. The fund will produce performance by superior stock selection. |
|
| Source: Royal London Asset Management, as at 30th September 2008. | |
| Performance |
| Holdings |
| Market Commentary |
Copyright 2009 Lipper Limited (a Reuters company).
Back to top 
Legal Disclaimer
© 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.
