Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
RLP JPM New Europe RLP Jupiter India
7.29 2 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs
Global Emerging Markets - continued N-16.34 4 -19.43 4
RLP Threadneedle Latin Am
Sanlam IP Hend China Opps S8 N20.28 1 Sanlam IP Jup EmEuOppsS8 Sanlam IP Thread LatAm S7
Scot Eq Allianz BRIC Stars Scot Eq EM Eq Trkr
Scot Eq Jupiter China
N66.05 1 -13.68 2 N-2.92 4 -28.57 4 7.37 1
N-12.10 4 -18.65 4 N-1.47 4 -29.14 4
SanlamIP All RCM BRIC Stars S8 N19.68 1 -11.99 1 N18.82 1 -11.71 1
Scot Eq Baring Emerg Markets N10.57 3 -16.21 3 N16.40 2 -16.15 3 N13.37 2 -17.34 3 N11.23 3 -14.30 2
Scot Eq Gbl EM Eq SelPf Scot Eq Henderson EM Opp
Scot Eq JPM Emerging Markets N16.43 2 -17.19 3 N7.97 3
3.97 1
Scot Eq Lazard Emerging Mrkets N10.26 3 -16.48 3 Scot Eq M&G Global Em Mkts N6.88 4 -16.19 3 Scot Eq Schroder Gbl EmergMkts N10.64 3 -13.29 2 Scot Eq UBS Glo Emerg Mrkts N18.01 1 -20.08 4 N10.25 3 -14.19 2 N15.89 2 -19.56 4 - - - - - - - -
Scot Wid BR Em Mkts 2 SE Aberdeen EM Eq (blend)
SE AG MC Active EM Eq ARC-Pn N- - SE AG MC Passive EM Eq ARC-Pn N- - SE BR Aquila EM Eq Idx (ARC) N- - N13.84 2
SE Somerset Global EM
SIP Developing Markets P S8 N14.72 2 -17.23 3 SIP Inv Perp Latin American 8 N-4.63 4 -27.54 4 SJP Emer Mkts Eq (inet) N- - N10.75 3
SLFC Emerging Mkt A SLFC Gart Emrg Mark Opp -6.38 1 N11.74 3 -13.85 2
Std Lf BlkRck Em Mkts ET S4 P N16.05 2 -16.34 3 Std Lf JP Morgan Em Mkts S4 N16.53 2 -17.24 3 Std Life Schroder Glo Em Mkt 4 N10.79 3 -13.48 2 StdLfeSLI Gl EM Eq Ic S3-Pn N8.83 3 StdLfeSLI Gl EM Eq Uncns S3-Pn N4.22 4 StdLfeVgd EM Stk Idx S3 Sterling Jupiter China-Life SW Emerging Markets S2
N12.99 2 -15.46 3 N4.03 4
4.25 1 N11.39 3 -15.32 3
SW JPM Emerging Markets S2 N16.56 2 -17.08 3 N17.94 1 -16.17 3
SW SSGA EM Eq Idx Pen S2
WindsorL NM BR Em Markets N10.36 3 -14.37 2 Zurich Aberdeen EM Eq ZP(inet) N17.35 2 -18.86 4 Zurich Aberdeen Em Mkts ZP (i) N15.39 2 -20.07 4 Zurich B Giff Emerging Mkts ZP N14.13 2
-5.29 1
Zurich Baring Emer Mkts ZP (i) N9.81 3 -16.23 3 Zurich Dmnsl EM Val ZP- Inet N10.30 3 -18.32 3 Zurich Gartmore EM OppZP(inet) N10.75 3 -14.53 2 Zurich JPM All-EM Eq ZP inet N16.91 2 -16.93 3 N-17.05 4 -19.87 4 N63.15 1 -15.11 3 N6.35 4
Zurich JPM New Eurp ZP (inet) Zurich Jptr India ZP (i) Zurich Jupiter China ZP
Global Equities
Global Equities Average (690) -12.18(-)9.41(-)13.36(-)1122 (676)1395 (633)1603 (572)2186 (271)2.79 (633) Abbey (Target) TSB Intl S2
Abbey Life International
Y14.22 2 Y13.66 2
Aberdeen Life World Equity 1 P N12.41 2 AbrdnLfe Gbl (ex UK) Eq A-Pn N13.75 2 AbrdnLfe UK&Gbl (50/50) F-Pn N8.74 4 AbrdnLfeUK&Gl (70/30) Eq B-Pn N6.83 4 Aegon OMAM Global Eq AOR N- - Aegon TN Global Eq Inc AOR N- - N-3.79 4
Allianz GlEcoTrendsZPInet
Av BR Aq 50:50GlEqTr(inet) N9.13 3 Av BR Aq 70:30GlEqTr(inet) N7.48 4 Av BRAq 60:40 GlEqTr(inet) N8.66 4 AvBR Aq OvrsEqConIdTkr inet N15.23 2 Aviva Art Global Growth (inet) N24.39 1 Aviva Artemis Glo Inc inet P N- - Aviva B Giff 60:40 WwEq (inet) N9.05 3 N13.96 2
Aviva B Giff Oseas Eq (inet)
Aviva F&C Stew Intl (inet) Pen N17.16 1 Aviva Fid WW Spec Sit (Inet) N9.36 3 N11.97 3 N19.83 1 N13.71 2 N19.29 1 N17.18 1
Aviva Fidelity Wlthblder(Inet) Aviva Glo Eq Inc (inet) Pen Aviva Global Equity (inet) Aviva HSBC Amanah (inet) Aviva Intl Idx Trk (inet) Pen
Aviva Inv PerpGblSmCos(inet)-P N12.60 2 Aviva INVESCO Gl Eq (inet) Pen N12.97 2 N16.24 1
Aviva INVESCO Intl Eq (inet) Aviva Invtec Glo St Eq (inet) Aviva Jup Merl Ww Pfl (inet)
Aviva Jup Ecology (inet)
Aviva Invesco PerpGloEqIncinet N11.69 3 N17.63 1 N5.74 4 N15.20 2
Aviva Lazard Global EqInc inet N8.29 4 Aviva M&G Global Basics (inet) N6.15 4 Aviva M&G Global Div (inet) N7.27 4 Aviva M&G Global Ldr (inet) N6.63 4 Aviva M&G Managed Grth (inet) N8.86 4 Aviva Neptune Global Eq (inet) N16.95 1 Aviva Newton Gbl Hi Inc (inet) N13.98 2 Aviva Rathbone Gbl Opps (inet) N9.05 3 N19.08 1
Aviva Sch Gbl Eq Inc (inet)
Aviva Thread Gbl Select (Inet) N13.55 2 Aviva Tr SF Abs Gth (inet)Pen N7.10 4 Aviva Tr SF Glo Gth (inet) Pen N9.26 3 AW Aquila Con Gl Eq 50/50 S4 N8.90 3 AW Aquila Con Gl Eq 60/40 S4 N8.49 4 AW Aquila Con Gl Eq 70/30 S4 N7.26 4 AW Aquila Con Os Consensus S4 N14.97 2 AW Aquila Con Wld xUK Eq Id S4 N17.79 1 AW Architas MA Blnd Gth S4-P N10.96 3 AW AXA Fram Global Opp S4 N- - AW Baillie Gifford 60:40 WW N9.20 3 AW BNY Mel Lng Tm Glb EqS4 N14.04 2 AW HSBC Amanah Glb Eq S4 N18.88 1 N16.99 1
AW Investec Gl Strat Eq S4 AW Morgan StanleyGblBrandsS4-P N17.02 1
7.27 4 7.87 3 -0.43 4 -1.97 4 4.07 4 6.55 4 - - - -
16.37 1 11.37 2 12.61 2 11.36 2 9.23 3 8.58 3 - -
11.34 2 5.55 4 8.46 3 18.49 1 10.42 2 6.65 4 8.64 3 8.33 3 7.42 3 - -
17.42 1 12.82 2 13.90 1 14.01 1 15.21 1 0.69 4 - -
-7.43 4 5.46 4 9.66 3 -6.87 4 4.71 4 2.22 4 14.53 1 7.76 3 9.37 3 13.01 1 13.57 1 11.14 2 11.07 2 12.46 2 9.38 3 9.39 3 3.35 4 - -
12.42 2 1.78 4 7.80 3 14.01 1 3.28 4
12.18 3 1142 226 1375 407 1523 433 1756 265 2.53 14.21 2 1137 261 1400 328 1600 316 2151 152 2.60 115 17.40 1 1124 331 1314 528 1583 357 17.79 1 1138 251 1313 530 1569 380 2719 15.49 2 1087 516 1307 541 1614 283 2326
-
- -
- -
- -
- -
- -
- -
8.13 4 962 675 1211 597 1170 568
13.09 3 1091 495 1374 410 1606 303 12.27 3 1075 577 1359 457 1616 279 13.29 3 1087 525 1371 425 1604 309 15.16 2 1152 187 1449 187 1658 183 20.44 1 1244 - -
-
2 1627 -
20.68 1 1094 483 1564 -
5 2030 -
-
14.92 2 1090 501 1395 345 1742 14.46 2 1140 241 1377 402 1610 291 12.62 3 1172
94 1431 233 1636 232
13.72 3 1120 348 1406 309 1609 295 8.71 4 1198
- - 1126 324 -
5 -
73
- - - - - - - - - - - -
- 2.71 249 7 2.76 303 63 2.70 241
14.61 2 1068 598 1305 544 1639 224 2186 131 2.77 331 - - - -
- -
- -
- 3.53 628 - 2.76 309 - 2.89 468 - 2.82 404 - 2.72 261 - 3.07 563 -
-
26 1686 142 2310 -
92 1439 213 1643 215 2278 -
-
34 1867 51
23 1832 -
3.31 4 1062 624 1015 623 1235 553 16.74 1 1073 582 1321 518
- -
13.74 3 1066 606 1330 506 1454 499 4.91 4 1089 511 1064 613 1234 554 -0.58 4 1170 107 1217 591 1393 530 16.70 1 1140 238 1360 452 1649 205 15.22 2 1091 499 1439 214 1805 12.70 3 1191
24 1446 198 1774 12.40 3 1136 272 1396 343 1654 189
81 1685 143 2204 126 2.88 455 -
18 2311 -
21
- -
69 1565 -
10.04 4 1057 636 1340 490 1473 484 10.30 4 1152 189 1279 560 1516 441 - - 1083 547
34 51
- - - - - - - - - - - - - -
8.83 4 1110 406 1248 582 - -
- - -
15.90 1 1170 104 1546 - - 1170 102
-
62 1487 108 1716 108 - -
- 58 -
46 -
32 1422 261 1637 230 41 1782 -
- -
15.41 2 1092 488 1417 274 1765 14.71 2 1140 233 1331 504 1531 429 10.92 4 1189
- - - - - - - - - - - -
71 2.54 - 2.52
-
- 3.09 570 - 2.60 107 - 2.67 207 -
- 2.85 434 - 2.94 510 - 2.90 476 - 2.80 382 - 3.37 619 - 2.42
16.09 1 1071 591 1405 312 1712 110 2159 150 2.58 15.96 1 1093 486 1439 216 1601 314 2129 165 2.79 363 12.78 3 1089 507 1365 435 1587 348 13.03 3 1085 534 1362 442 1590 340 12.08 4 1073 583 1352 477 1605 306 15.03 2 1150 195 1447 197 1628 246 15.40 2 1178
- 2.77 321 - 2.83 411 - 2.89 471 - 2.75 288 - 2.63 141 - 2.60 111 -
-
- 2.80 376 - 2.33
- 2.64 166 - 3.08 568 -
-
- -
- -
57 5.28 1
Zurich Jupiter EmEurOpps ZP(i) N-15.23 4 -19.10 4 Zurich Latin America Gth ZP(i) N-2.41 4 -28.16 4 Zurich Russell Em Mkt Eq ZP(i) N13.71 2 -13.35 2
-8.65 1 - -
- -
-1.21 4 1661 -1.56 4
3.80 3 1203 2.99 3 -1.09 4
-3.19 4 1197 -4.43 4 1188
837 194 971 168 879 180
985 161
-0.01 4 1106 128 3.24 3 1164 7.23 2 1134
3 1416 18 1340
25 1020
723 157 10
683 180 736 151
690 175
36 1003 122 926 139
67 1025 5 yrs 10 yrs
- - -
17 1408
97 1014 - -
68 1008 115 1133 93 1005 117 1155
6.27 2 1112 117 1013 105 1089 6.34 2 1164
7.95 1 1080 144 1212 7.37 2 1103 135 - - 1069 151
7.47 2 1106 127 1031 -0.40 4 1180
47
- - -
76 1061 - - -
85
954 171 -
80 1027 -
74
989 132 1174 -
35 -
82 1143
6.75 2 1103 136 1010 109 1158 13.80 1 1159 - - - - - -
- - 1138
8.16 1 1147 5.28 3 - -
6.35 2 1165 3.95 3 1130
- - - -
-0.10 4 1107 125 1036 6.66 2 1117 107 1027 - - 1160
6.85 2 1108 122 1024 - - 1088 143 - - 1042 155 99
60 1028 49 1020
52 1091 77 1048 84 1090
- - - -
728 155 -
-
61 1026 -
-
8.07 1 1040 156 1172 4.01 3 1114 113 6.39 2 1166 3.16 3 1179
88 1231 -
77 1132 89 1112 -
91
993 127 37
96
63 48
94 1150 - -
92 1154 -
- - -
12
729 131 98
- -
74 67 90 68 -
72
- - - - -
780 122 2264 - - - - - - - - - - -
-
939 137 1058 56 1352
- - - -
57 -
23 - - - -
844 113 -
- -
- - - -
981 136 1088 85 1160 -
6.10 2 1104 131 1003 121 1143 14.55 1 1174 13.65 1 1154 0.87 4 1141
0.08 4 1098 138 3.41 3 1103 132
829 197
848 191 976 165
-1.51 4 1632 6.08 2 1137
921 141 932 138
59 1035 5 1364
88 1045
6.59 2 1108 123 1009 112 1090 6.52 2 1169 7.51 2
79 1176
10.36 1 1064 153 1236 2.35 4 -0.93 4
715 162 14 30
702 169 695 174
47 1423 - - - -
39 -
82 - -
69 - - - -
91 62 -
73 9 - - - -
89 56
744 130 - -
66 1234
- -
672 141 37
95 2205 63 2410 - - - - - - - -
75 2292 - - - - - - - - - - - - - - - - - - - - - - -
795 117 2461 -
- 5.32 149 - 6.37 173 - 5.17 135 - 3.96
- 5.81 165 23 5.46 159 - 4.68 129 - 4.26 112 - 3.83 - 3.78 - 3.84 - 3.70 - 3.85 - 4.06
- 4.18 100 -
-
- 3.50 25 4.07 18 3.66 - 4.02 - - - -
21 3.95 - 3.67 -
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Global Equities - continued AW Schroder ISF Gl Rec S4 N- -
AW Schroder MM Intl 76
AXA Wealth B Gifford Intl S4 AXA Wealth Elite Global Eq 3
42 33 43 23 48 88
- 6
- - - -
- 3.73 -
-
- 3.84 - 3.49 - -
- 3.78 - 4.08 - 3.52 - 3.84 - 3.95 - 3.95 - 4.01 - 4.01 - 3.66 - 3.75
- -
91 16 85 - - - -
- 5.37 155 -
31 -
72 19 -
46 5 - -
34 92 8
47 74 73 79 80 15 32
- 4.18 102 - 3.67 - 3.83
- 5.30 143 - 6.27 170 - 4.05
- 5.31 148 15 5.18 138 - 3.83
20 39
87 40 N10.88 3
AW Vngd FTSE DevWld ExUK Eq S4 N- - AXA Wealth Artemis Glbl Gro S4 N23.62 1 N13.80 2
AXA Wealth CF Odey Opus S4 N6.39 4 N13.36 2
AXA Wealth Elite Internationl3 N15.46 2 AXA Wealth Fidelity Wealth S4 N12.09 3 AXA Wealth INV-Perp Gl Sm CoS4 N10.66 3 AXA Wealth Jupiter Ecology S4 N5.54 4 AXA Wealth Lazard Glo Eq IncS4 N8.16 4 AXA Wealth M&G Glbl Basics S4 N5.50 4 AXA Wealth M&G Glbl Leaders S4 N6.37 4 AXA Wealth M&G Global Div S4-P N7.19 4 AXA Wealth Neptune Glbl Eq S4 N17.21 1 AXA Wealth Newton Gbl Eq 4 N15.82 1 AXA Wealth Newton Glo Hi IncS4 N13.16 2 AXA Wealth Schroder Global Equ N18.15 1 AXA Wealth TEAMS 60/40 Glbl Eq N5.90 4 AXA Wealth TEAMS Consensus N7.45 4 AXA Wealth TEAMS Oseas Eq 1% N13.39 2 AXA Wealth TEAMS Oseas Eq Trkr N13.96 2 AXA Wealth Thread Glbl Sel S4 N13.67 2 AXA Weatlh Fid Glo Spec Sits N18.68 1 N11.13 3
Baillie Giff 50/50 WW Eq ZP
Baillie Gifford 50:50 Wwide Eq N10.53 3 Baillie Gifford 60:40 WW Eq N9.57 3 Baillie Gifford 70:30 WW Eq N8.50 4 N15.43 2 Y14.04 2 Y14.04 2 N10.19 3 N9.22 3 N8.58 4 N18.39 1 N11.56 3 N10.31 3 N17.58 1 N10.40 3 N8.85 4 N9.40 3
Baillie Gifford Oseas Equity Barclays Intl Acc 2-P
Barclays Wrldwde Acc 2-P BGI Aqla 50/50 Gl Eq S2 BGI Aqla 60/40 Gl Eq S2 BGI Aqla 70/30 Gl Eq S2 BGI Aqla Wld ex-UK Eq S2 BGI Ascent 50:50 Gl Eq S2 BGI Ascent 60/40 Gl Eq BGI Ascent Overseas Eq S2 BGI His Pr 50:50 Gl Eq S2 BGI His Pr 70:30 Gl Eq S2 BGI His Pr Long Term S2
BGI His Pr Ovrseas Cons Eq S2 N15.93 1 BGI His Pr Wld ex-UK Eq Idx S2 N18.78 1 N17.49 1 N17.64 1
BR Wld (Ex-UK) Eq Ix(inet) Can Fid Glo Spec Sits PS4
CanL Hndrsn Gl Eq Inc Ac S4-P N11.29 3 Canlife FidelityGlo Foc AccPS4 N15.05 2 Canlife FidelityWbuilderAccPS4 N11.88 3 N16.33 1
Canlife Glbl Eqty Acc PS24
Canlife International Acc PS2 Y16.76 1 Canlife Investec Gl Str Eq PS4 N16.91 1 Canlife M&G Global Basics PS4 N5.52 4 Canlife Neptune Gbl Eq Acc PS4 N17.16 1 N-3.72 4 N14.90 2
CanlifeRCM G EcoTrendPS4 Capital Intl Glo Eq (inet)
Century International Managed N12.10 3 Century International Pension N14.78 2 N3.45 4
CIS Gartmore Global Focus
CIS Inv Sol Pass Gl Eq (60:40) N7.90 4 CIS IS Schroder Active Glo Eq N9.97 3 Cler Med Fid WWide Spec Sits N9.82 3 Clerical Med EIPP Overseas Acc Y14.99 2 Clerical Med Fidelity Wbuilder N12.14 3 Clerical Med Global Equity Trk N9.58 3 Clerical Med Invs PerpGbl SmCo N10.69 3 Clerical Med Newton Glb Hi Inc N13.34 2 N13.04 2 N13.07 2 N14.22 2
Clerical Med PP Ethical Clerical Med PP Evergreen Clerical Med PP Intl Growth
-
14.97 2 1137 255 1420 263 1614 284 2180 141 2.54 12.29 3 1193 14.33 2 1172
15 1389 367 1673 161 2038 203 2.56 20 1451 180 1694 131 -
17.14 1 1130 312 1554 15.08 2 1162 138 1509 20.91 1 1117 369 1538 16.72 1 1176
- 2.92 502 - 2.85 431 - 2.76 310 72 2.91 487 - 2.66 196 76 60
- 2.65 180 88 2.60 114 -
- -
59 50
-
Clerical Med Schrdr Gbl ClmChg N5.13 4 Clerical Med Schroder Glo Eq N15.55 2 Clerical Med UBS Global Growth N11.62 3 N17.42 1 N15.91 1 Y9.99 3
CM Blkrock World (Ex UK) CM Newton Glo Eqty Pen Comp Fid Spc Sits (inet)
Countrywide Assur Int’l Eq(PS) Y15.13 2 Y15.69 1
Countrywide Assured Int’l Fid. HSBC Life Amanah C4
Fidelity Aberdeen Gl Gr C4
F&C MM Navigator Boutiques PS4 N10.75 3 N19.86 1 N8.40 4
Fidelity BG 50:50 WldWde Eq C4 N10.12 3 Fidelity BG 60:40 WldWde Eq C4 N9.16 3 N8.71 4 N9.10 3 N7.47 4 N18.03 1 N12.13 3 N10.68 3 N15.68 1 N18.36 1 N15.55 2 N12.24 2
Fidelity Blackrock LT C4 Fidelity BR Gl Eq 50:50 C4 Fidelity BR Gl Eq 70/30 C4 Fidelity BR World ex-UK C4 Fidelity Global Eq 50/50 C4 Fidelity Global Equity C4 Fidelity Global Focus S4
Fidelity Global Special Situat Fidelity International Eq C4 Fidelity JPM Global Eq C4
Fidelity Newton 50:50 Gb Eq C4 N10.40 3 N16.74 1
28
- 2.87 453 - 2.91 490 - 2.86 441 88
Fidelity Select Global Equity Fidelity WW Spec Sits 4
FL Aberdeen World Eq inet FL AberdnLf Glo Gth S3 EP
Fidelity Wealthbuilder Pen C2 N13.20 2 N10.21 3
FL Aberdeen Life Gbl ex UK Eq N13.75 2 FL Aberdeen Life Global Gt XP N9.19 3 FL Aberdeen MMConstPfloS3EP N11.72 3 N10.35 3 N9.55 3
- 7 -
FL AberdnLf Glo(exUK)EqS3 EP N13.73 2 FL Adventurous Index FOF inet N13.23 2 FL AllianceBernstein Gbl Gt Td N17.30 1 FL AllianceBernstein Gbl Sl Bl N17.25 1 FL AllianceBernstein Gl Val Pl N19.83 1 FL Allianz RCMGloEcoTrndS3EP N-3.16 4 FL Aquila Glo Eq 50:50 S3 EP N9.75 3 FL Aquila Glo Eq 60:40 S3 EP N9.41 3 FL Aquila Glo Eq 70:30 S3 EP N8.18 4 FL Aquila Global Eq 50:50 XP N9.40 3 FL Aquila Global Eq 60:40 XP N2.51 4
- -
12.83 2 - -
8.31 3 13.01 1 15.66 1 10.16 2 9.05 3 10.03 3 12.23 2 15.16 1 3.17 4 -7.46 4 8.83 3 5.44 4 4.33 4 8.50 3 2.89 4 7.80 3 17.42 1 13.88 1 13.10 1 10.45 2 8.94 3 13.54 1 12.17 2 11.56 2 12.82 2 14.10 1 6.03 4 5.54 4 5.54 4 11.08 2 11.55 2 12.33 2 10.11 2 15.74 1 16.19 1 13.77 1 11.52 2 12.72 2 12.03 2 10.06 2 10.32 2 9.24 3 12.76 2 11.92 2 7.08 4 10.07 2 9.43 3 9.71 3 13.71 1 -7.65 4 4.12 4 16.76 1 12.05 2 4.98 4 8.39 3 16.23 1 11.86 2 15.79 1 16.91 1 8.02 3 10.05 2 11.97 2 12.28 2 2.97 4 12.85 1 12.84 2 9.64 3 15.89 1 8.81 3 11.76 2 9.06 3 8.58 3 17.63 1 9.85 3 9.75 3 13.73 1 8.55 3 3.75 4 11.15 2 12.40 2 11.31 2 11.42 2 12.72 2 9.61 3 14.22 1 15.08 1 7.55 3 13.24 1 12.19 2 16.99 1 7.34 3 12.29 2 10.95 2 17.38 1 -2.63 4 3.90 4 8.38 3 -1.65 4 4.26 4 -2.60 4 9.49 3 7.72 3 17.72 1 15.76 1 17.35 1 11.87 2 11.75 2 13.11 1 11.49 2 11.41 2
- -
PENSION FUNDS 1 yr
18.65 1 1109 409 1484 110 1764 - -
- -
19.98 1 1236
- -
- -
7 1606
- -
11 1998
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
- -
-
60 -
9
14.50 2 1138 245 1473 137 1720 102 19.86 1 1064 617 1475 128 1601 312 14.62 2 1134 281 1431 232 1669 167 14.74 2 1155 175 1445 202 1672 163 12.79 3 1121 344 1391 358 1569 379 16.98 1 1107 425 1453 176 1785 9.54 4 1055 642 1331 503 1456 496 15.01 2 1082 555 1283 558 1508 454 1.58 4 1055 646
43
13.72 3 1064 618 1317 525 1414 520 - - 1072 585
992 628 1198 559 -
- -1.05 4 1172 - 49 1430 237 1731 91 1210 599 1373 538
17.19 1 1158 157 1473 136 1624 261 15.80 1 1132 294 1348 481 1623 265 12.28 3 1182
89 -
- - - - - - - - - - - - - - - - - - -
-
- 2.76 307 -
- -
- 2.97 519 - 2.98 526 - 3.50 625 - 2.63 149 - 2.67 208 - 2.59
- 2.83 418 - 2.55
97 71
- 2.91 491 - 2.74 277 - 2.86 438 -
-
- 3.30 616 - 2.63 160 - 2.35
19
12.43 3 1059 631 1398 337 1719 104 2235 107 2.78 336 10.94 4 1075 580 1357 463 1595 324 2074 186 2.19 13.33 3 1134 280 1453 171 1608 297 2211 122 2.65 183 14.79 2 1140 240 1445 201 1628 247 2356 12.27 3 1137 260 1390 362 1597 321 15.85 1 1187
36 1561 29 16.15 1 1111 396 1448 192
- -
15.50 2 1105 430 1424 256 1764 15.79 1 1096 472 1431 231 1795 16.09 1 1085 533 1437 218 1823
- -
- - -
61 2416 36 2396 24 2384
14.47 2 1154 177 1401 324 1650 203 2526
55 2.79 357 - 2.92 499 - 2.86 445 - 2.77 319 38 2.77 318 43 2.80 379 45 2.84 425 17 2.76 296
14.73 2 1140 231 1381 394 1594 328 2172 143 2.77 325 14.72 2 1140 232 1381 395 1594 329 2072 187 2.77 322 15.99 1 1102 447 1420 264 1642 217 2324 15.59 1 1092 487 1408 302 1638 229 2288 15.26 2 1086 529 1406 310 1642 220 2257 17.60 1 1184
40 1533 75 1576 56 1759
15.47 2 1116 377 1491 100 1744 14.96 2 1103 442 1473 134 1736 17.84 1 1176
19 1800
65 2497 72 2292
35 2630
14.35 2 1104 435 1408 304 1668 170 2317 13.77 3 1088 512 1396 344 1671 164 2267 13.99 2 1094 479 1397 339 1661 178 2283 16.30 1 1159 149 1484 112 1702 122 2526 16.11 1 1188 15.23 2 1175 14.86 2 1176
34 1522 68 1524
- - 1113 385 - 65 1783 -
76 1479 121 1700 125 2236 106 2.62 132 64 1577 361 -
44 2490 -
- 15.43 2 1151 193 1422 257 1669 168 2356 39 1769 55 988 631 1194 563 95 1204 603 1363 540 15.87 1 1149 199 1492
963 674 1210 600 1164 569 99 1707 115
- - - - -
- -
- 2.86 443 -
- 42 2.52
12.61 3 1119 351 1387 373 1563 391 1957 227 2.60 112 10.70 4 1163 135 1409 297 1587 347 2409 10.17 4 1168 119 1411 292 1594 330 2398 16.46 1 1169 111 1548 1.43 4 1055 644 -1.30 4 1172 7.65 4
54 2.60 103 40 2.52
51 54
9.98 4 1121 343 1294 550 1449 505 1977 222 2.14 12.00 4 1148 204 1393 349 1577 360 2223 113 2.63 144 11.48 4 1035 663 1340 489 1374 537
12.04 4 1079 565 1352 476 1549 411 2049 197 2.85 436 14.33 2 1100 455 1456 170 1710 113 2320 20.40 1 1098 464 1546
- 2.86 439 67 2.89 465
16.58 1 1150 194 1448 190 1670 166 2298 39
12.72 3 1121 341 1391 359 1566 385 1983 219 2.59 12.81 3 1096 470 1384 383 1589 343 1936 235 2.69 226 16.94 1 1107 421 1453 174 1787 16.01 1 1133 282 1354 469 1638 228 19.16 1 1130 306 1520 19.17 1 1131 304 1520
42 1640 223 2195 128 2.82 406 79 2.75 295 96
- -
- 80 1474 133 1688 139 -
- 2.84 421 - 2.35
70 1628 248 1868 252 2.48 69 1632 240 2184 135 2.49
18 37 40
18.97 1 1142 225 1490 103 1692 134 2116 171 2.60 104 9.36 4 1051 651 1332 501 1412 522
- 2.83 412
14.02 2 1156 172 1434 225 1648 206 2216 119 2.64 165 12.14 4 1116 374 1399 334 1502 460 1908 245 2.79 358 15.08 2 1174
- 2.63 142
17.06 1 1159 152 1473 135 1630 243 2176 142 2.63 146 18.87 1 1100 453 1538
12.85 3 1151 191 1427 249 1605 305 2180 139 2.90 475 13.75 3 1157 165 1444 203 1644 213 2282 11.40 4 1108 418 1403 320 1554 403 11.72 4 1199
13 1453 172 1698 127
15.20 2 1084 540 1296 547 1590 336 15.03 2 1101 449 1408 303 1733 15.34 2 1092 494 1415 279 1762
- 55 1496 42 1549 93 1734
52 1631 241 2168 147 3.06 555 87 2.91 492 - 2.65 181
- - -
85 2351 64 2361
- - 84 2283 - 2.57 83
- 2.70 243 57 2.77 327 50 2.80 372
13.26 3 1087 521 1370 426 1606 301 2157 151 2.83 414 13.06 3 1091 496 1374 411 1604 308 2170 146 2.76 312 12.29 3 1075 579 1360 451 15.64 1 1180
16.15 1 1121 342 1488 106 1706 117 2307 15.35 2 1107 422 1469 142 1722 101 2248 16.06 1 1157 166 1444 205 1718 107 15.59 1 1184
18.10 1 1156 171 1531 15.26 2 1122 337 1513
13.10 3 1104 434 1340 491 1519 437 2180 140 2.60 110 15.47 2 1167 121 1514
38 1639 225 79 1783 78 1726
13.82 3 1132 293 1430 238 20.88 1 1102 446 1564
- 25 1674 157
16.59 1 1137 253 1291 555 1510 451 15.34 2 1092 491 1308 537 1612 289 12.51 3 1117 363 1362 441 1541 417 13.87 3 1103 440 1236 587 1434 515 15.39 2 1095 473 1318 521 1626 256 16.63 1 1137 254 1292 553 1512 448 14.03 2 1132 289 1414 283 8.67 4 1173 7.09 4 1172 10.72 4 1198 8.38 4
- 14 1536
84 1373 413 1500 463 87 1478 122 1575 370 54 1543 414
968 673 1232 589 1196 561
13.30 3 1098 467 1391 357 1632 239 13.49 3 1094 478 1388 370 1635 234
97 2350 -
-
- - - - - - - - - - - - - - -
- -
58 2.54 - 2.59
61 93
- 2.82 409 - 2.76 299 - 2.70 238 - 2.66 194 - 2.78 342 - 2.70 236 - 2.76 298 - 2.61 126 - 3.07 560 - 2.94 512 - 2.98 523 - 3.56 629 - 2.78 346 - 2.83 410
12.55 3 1082 553 1377 401 1649 204 2170 145 2.89 464 13.14 3 1094 480 1380 398 1614 281 13.35 3 1025 667 1294 549 1520 435
- 2.77 320 - 2.67 203
Data: Figures as at 1 March 2015 171 45
- -
57 1665 175 2467 -
- 2.89 473 85 2.63 148 74 2.67 214 99 2.73 268 - 2.61 121 - 2.86 448 29 2.60 106 - 2.79 368
- 3.07 562 - 2.79 369 - 3.30 615 - 3.50 626 - 3.00 532 3
65 2.72 257 83 2.75 291 97 2.80 378 20 2.57
78 81 2.74 274
80 2235 108 2.76 297 10 2.79 366 69 2.75 286 89 2.82 408 86 2.78 343 16 2.73 265 21 2.63 151
-
- 2.76 315 4
-
- -
Closed fund?
Closed fund?
Pension Funds
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