Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Global Equities - continued FL Aquila Global Eq 70:30 XP N7.99 4
FL Aquila Oseas Cons S3 EP N15.92 1
FL Aquila Wd (ex UK) Eq Idx N8.15 4 FL Aquila Wld(exUK)EqIdxS3EP N18.82 1 FL ArchitasMMDivShrePfloS3EP N10.67 3 FL Ascent Life Glo Eq(HS) EP N11.07 3 N17.22 1
FL Ascent Life Oseas Eq EP FL AXA Overseas S3 EP
FL AXA Wealth Elite Int FL BaillieGifford Intl S3 EP FL BG (60:40) WWide Eq FL BG Internatl (inet)
FL BR (Aquila)(inet)-P
FL Ascent Life Overseas Eq XP N17.26 1 N13.51 2
FL AXA Rosenberg Glo S3 EP N14.80 2 FL AXA Rosenberg Global XP N15.15 2 FL AXA Wealth Elite Gbl Eq XP N14.01 2 N16.08 1 N14.71 2 N10.67 3 N13.53 2 N14.80 2
FL BNY Mellon LT Glo Eq EP FL BNYMellon LTGblEq(Inet) FL BR GloEq(40:60)Idx (inet)
FL BR(50:50)GloEqIxAP
FL BNY Mellon LT GloEq S3 EP N14.80 2 N13.87 2 N12.17 3 N11.79 3
FL BR LongTerm(60:40)Idx(inet) N8.21 4 FL BR LT (60:40) Idx AP(inet) N7.15 4 N10.40 3
FL BRGlbEq(50:50)Idx(inet) N8.69 4 FL BRWldEx-UK EqIx(AquilaHP)AP N18.78 1 N13.97 2 N16.09 1 Y18.68 1 N13.10 2 N12.58 2
FL Elite Global Equity S3 EP FL Elite International S3 EP FL Fidelity Glo Spec Sits EP FL Fidelity Wbuilder AP(inet) FL Fidelity Wealthbldr S3 EP
FL First State Gbl Opportunits N14.11 2 N14.10 2 N16.82 1 N14.21 2 N16.56 1 N11.70 3 N12.81 2
FL First StateGlo Opps S3 EP FL Glo Eq NGP (inet) FL Global Eq FOF (inet) FL Global Equities AP FL GM Global Equity FL GM Overseas Equity
FL Henderson Gbl Innovation XP N16.49 1 FL Henderson GloEq Inc S3 EP N11.47 3 FL Henderson GloInnovtnS3 EP N16.49 1 FL HendersonHigherInc AP(inet) N12.29 2 N10.35 3
FL HL MM Special Sits Trust
FL HL MMgr Spc Sits (inet) N8.53 4 FL HSBC Amanah Pension S3 EP N20.03 1 FL HSBC Amanah Pension XP N9.55 3 FL HSBC Life Amanah AP (i)-P N18.92 1 Y17.15 1 N17.77 1
FL Int’l (ex L&M) Ex Acc FL International EP
FL Invesco PerpGbl Sm Coms N10.84 3 FL Invesco PerpGloSmCo S3 EP N10.86 3 FL InvestecGloFree EntrpS3EP N17.18 1 FL InvstcGlFreeEntrpr AP(inet) N18.30 1 FL Invt Trust Ex (ex L&M) Acc Y10.29 3 N13.31 2 N13.50 2 N6.39 4 N5.95 4
FL JPM Life Growth (inet) FL JPM Life Growth AP(inet) FL Jupiter Ecology AP(inet) FL Jupiter Ecology S3 EP
FL Lazard Glo Eq Inc S3 EP N8.30 4 N4.74 4 N4.72 4
FL Liontrust Income S3 EP FL Liontrust Income XP
FL M&G Global Basics AP(inet) N6.72 4 FL M&G Global Basics S3 EP N5.96 4 FL M&G Global Leaders S3 EP N6.58 4 FL MargettsGrystneGlGrAL(inet) N16.86 1 FL Martin CurrieGloEqIncS3EP N8.07 4 N15.82 1 N16.35 1
FL MFS Global Eq (Inet) FL Newton Glo Eq S3 EP
FL Newton Glo HighrInc S3 EP N13.68 2 N16.90 1 N13.56 2
FL Newton Intl Gr AP(inet) FL Overseas AP
FL Pension International Mixed N18.06 1 FL SarasinEquiSarGloThemtcEP N12.57 2 FL Schroder Glo Eq Inc S3 EP N18.31 1 FL SrsinEquisrGlThmticAP(inet) N13.33 2 N17.79 1
FL Stewardship Interntnl inet
FL TEAMS Glo Eq60/40Tracker EP N8.41 4 FL Teams OvsEq 1 Outper 1 EP N6.36 4 FL Teams OvsEqTkr (Old) 0.50EP N5.94 4 FL TEAMSGloEq60/401%Outperf EP N-7.62 4 FL Templeton Growth AP(inet) N8.97 3 FL Templeton Gth Fund S3 EP N7.93 4 FL Threadneedle Gl Se AP(inet) N14.73 2 FL Threadneedle Glo Sel S3 EP N13.79 2 N11.65 3 N11.70 3
FL UBS Global Optimal EP FL UBS Global Optimal XP
Guardian Choices International N13.16 2 N13.16 2 N13.15 2
Guardian PM International Halifax (SP) 2000 Ethical
Halifax (SP) 2000 Fd of In Tst N7.66 4 Halifax (SP) 2000 Intl Growth N14.35 2 N15.90 1 N13.77 2 Y15.22 2 Y3.82 4 N19.05 1 N16.55 1 N19.34 1 N12.62 2 N13.21 2 N16.49 1 N10.35 3 N11.61 3
Halifax (SP) IP Intl Gth Henderson Gl Care ZPInet Henderson Gl CareGr2000AP Hill Samuel International A HSBC Amanah Gl EqIdx(inet) HSBC Global Equity
HSBC Stakeholder Amanah Inv-Perp Global Equity Invesco Glo Eq Invesco Intl Eq
IP Global Equity ex UK IP Global Equity Income
Jupiter Merlin WW Port Acc PS4 N14.70 2 L&G (PMC) Ethical Glo Equity N18.10 1 L&G (PMC) GE 70:30 Idx G25-P N8.65 4 L&G (PMC) GE FW 50:50 Id G25-P N9.50 3 L&G (PMC) GE FW 60:40 Id G25-P N9.34 3 L&G (PMC) World Ex-UK Equity N17.78 1 N11.53 3
L&G Aberdeen MM Const L&G Artemis Global Growth
L&G Aberdeen Wrld Eq G25 P N10.81 3 N23.98 1
L&G Ex GlEq Idx 70:30 SHG17(i) N7.02 4 172
12.79 2 10.05 2 9.73 3 10.05 2 3.35 4 15.90 1 13.44 1 13.41 1 9.87 3 9.03 3 9.43 3 9.90 3 8.87 3 13.68 1 12.71 2 13.79 1 2.34 4 2.34 4 2.90 4 15.13 1 10.58 2 10.96 2 10.85 2 10.99 2 10.90 2 10.24 2 9.91 3 8.91 3 13.54 1 11.03 2 10.47 2 6.87 4 6.82 4 9.81 3 12.05 2 10.11 2 9.34 3 8.91 3 21.70 1 12.50 2 21.67 1 12.98 1 12.22 2 12.15 2 8.65 3 8.58 3 8.23 3 10.07 2 10.60 2 12.68 2 12.68 2 14.43 1 15.40 1 11.50 2 14.18 1 13.30 1 15.91 1 15.59 1 3.48 4 - - - -
-6.35 4 -7.05 4 9.19 3 2.91 4 2.75 4 8.58 3 8.98 3 3.33 4 9.34 3 9.61 3 10.21 2 7.49 3 8.19 3 8.30 3 8.85 3 11.60 2 11.79 2 9.94 3 13.55 1 21.77 1 20.83 1 9.83 3 9.32 3 11.91 2 11.88 2 6.97 4 6.97 4 12.91 1 13.41 1 9.76 3 8.57 3 17.53 1 18.94 1 11.49 2 8.68 3 7.09 4 8.28 3 18.52 1 19.29 1 14.02 1 13.17 1 15.12 1 0.48 4 10.79 2 11.39 2 11.70 2 12.10 2 8.92 3 8.56 3 -1.17 4 9.19 3 10.04 2
1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
12.39 3 1080 563 1369 428 1634 237 15.53 2 1159 151 1474 132 1674 159 15.74 1 1081 557 1373 412 1595 326 15.93 1 1188
33 1516 85 1529
11.79 4 1111 399 1439 215 1715 109 2111 174 2.73 270 15.03 2 1172 14.96 2 1173
9.14 4 1107 424 1248 581 90 1530
59 1758 60 1755
67 69
14.39 2 1135 275 1427 252 1588 346 13.78 3 1148 201 1424 255 1623 266 13.76 3 1152 190 1434 224 1634 236 14.68 2 1140 234 1437 219 1677 153 14.89 2 1161 145 1452 179 1681 148 14.99 2 1147 209 1500
87 1768
16.06 1 1107 423 1448 193 1831 14.15 2 1135 274 1475 129 1729 15.19 2 1148 202 1353 472 1571 374 15.19 2 1148 202 1353 472 1571 374 13.10 3 1139 244 1325 516 1537 422 10.50 4 1122 340 1427 251
- 13.96 2 1118 358 1409 299 1628 251
56 22
- - - - - - - - -
93 2650 - - - - -
- -
- 2.91 494 - 2.90 477 - 2.92 500 - 2.65 184 - 2.65 176 - 2.70 240 - 2.76 316 - 2.98 524 - 3.00 531 9 3.13 581 - 2.33 - 2.33 - 2.51 - 2.57
12.83 3 1082 552 1355 468 1575 369 2071 188 2.82 400 13.68 3 1072 587 1350 478 1576 364 14.35 2 1104 433 1401 323 1657 185 2260
- 2.64 175 - 2.81 393
12.50 3 1087 523 1356 465 1569 378 2114 172 2.76 301 15.85 1 1188
35 1517 36 1561 75 1773
14.62 2 1140 239 1436 221 1674 158 2238 104 2.69 228 14.74 2 1161 144 1451 184 1678 151 15.85 1 1187
52 2760 -
29 1642 219
13.96 2 1131 301 1431 235 1651 200 13.29 3 1126 325 1409 298 1604 310 15.62 1 1141 229 1410 296 1586 352 15.58 1 1141 230 1409 301 1583 358 13.22 3 1168 116 1452 178 1598 318 2327
- - - - -
- 2.86 445 - 2.58 - 2.58
- 3.02 543 - 3.02 542 62 2.73 266
14.47 2 1142 227 1465 156 1703 120 2186 130 2.68 217 14.55 2 1166 127 1470 140 1696 129 2221 116 2.64 169 14.36 2 1117 366 1397 340 1601 313 2014 208 2.80 371 16.64 1 1128 319 1433 228 1575 371 2186 132 2.85 428 13.18 3 1165 132 1604 - - 1115 380
13.18 3 1165 130 1604 - - 1123 334
- -
14 2035 -
15 2035 -
- -
4 -
3 -
14.24 2 1103 441 1415 281 1677 152 13.87 3 1085 531 1386 378 1625 258 11.38 4 1200
11.66 4 1095 474 1328 509 1552 408 11.38 4 1189 13.53 3 1172 16.26 1 1178
17.59 1 1108 411 1469 143 1822 17.44 1 1109 410 1467 151 1819 16.47 1 1172 17.17 1 1183
93 1562 45 1600
28 1817 16 1883
12 1453 177 1688 140 31 1434 226 1651 201 77 1759
25 27 29 17
- - - - - - - - -
96 1464 157 1618 275 2383 66 1514
66 2375 - - - -
- -
- -
- -
- -
2.80 4 1067 602 1027 617 1273 546 2.01 4 1060 626 1005 624 1225 555 14.27 2 1066 607 1330 508 1441 511 15.37 2 1169 114 1387 371 1681 147 19.07 1 1081 561 1322 517 1580 359 21.46 1 1158 156 1528
61 1791
17.51 1 1164 134 1490 102 1658 184 16.32 1 1137 259 1366 434 1659 181 17.78 1 1169 112 1506
53 1503
16.44 1 1133 283 1429 240 1576 363 12.94 3 1178
44 1443 207 1763 63 1448 191
-
13.40 3 1084 539 1372 418 1590 338 12.37 3 1064 619 1336 497 1447 508 14.17 2 1059 628 1330 507 1484 474 12.21 3
16.96 1 1090 504 1552 16.42 1 1079 564 1518
924 676 1177 606 1390 531 36 1683 145 72 1627 253
13.32 3 1147 207 1428 245 1675 156 12.83 3 1138 246 1404 317 1627 254
38
16.22 1 1136 270 1447 196 1618 276 2222 115 2.89 462 15.48 2 1181
15.62 1 1126 326 1399 332 1525 431 2305 12.75 3 1183
82 1687 141 85 1720 103 62 -
- -
- - - - - - - - - -
-
- 2.64 164 - 2.58
75 2.44
- 2.76 313 - 2.43
- 2.77 329 - 2.78 347 - 2.59
- 2.71 246 - 2.88 456 - 3.50 623 - 3.50 624 - 2.91 496 - 2.92 501
12.48 3 1117 371 1406 311 1513 446 1950 229 2.80 370 12.40 3 1117 367 1405 314 1511 449
- 2.79 356
13.34 3 1132 296 1372 421 1458 495 1748 266 2.63 153 13.34 3 1132 295 1372 420 1458 494 1748 267 2.63 155 19.33 1 1131 297 1524
63 1630 244 2260
12.93 3 1077 572 1379 400 1705 119 2259 19.07 1 1143 222 1494
94 2.50 95 2.39
32 1712 111 2515
17.02 1 1159 153 1472 138 1679 150 2161 149 2.63 143 12.05 4 1138 249 1498 13.69 3 1152 188 1558
96 1701 123 2232 109 2.59 101 90 1608 298 2261
90 2.78 352 18 2.79 355
17.34 1 1038 662 1358 461 1490 469 1818 261 2.62 129 10.75 4 1190
12.43 3 1165 128 1403 318 1601 315 2140 158 2.63 154 11.51 4 1193
27 1433 229 1652 197 2258 18 1441 210 1674 160 2308
13.68 3 1126 323 1517 18.23 1 1132 290 1597 16.09 1 1165 131 1542
51 1521
74 1828 17 1946 46 1731
18.03 1 1104 439 1474 130 1737 21.95 1 1116 375 1567
9.51 4 1147 211 1262 572 16.28 1 1181
22 1969 -
66 1730
23 2803 14 2490 90 2358 79 2515 13 2449 -
92
13.00 3 1087 526 1368 431 1640 221 14.66 2 1095 476 1402 321 1650 202 13.53 3 1093 485 1392 356 1661 179 14.32 2 1178
12.46 3 1115 379 1362 444 1532 428 - - 1108 414
- - 19.43 1 1240 4 1617 7 2026
64 1467 152 1710 112 -
6
96 2.81 395 73 2.64 172
3 2.40 22 2.45
-
- - - - - - - - -
26 34
52 2.78 345 19 2.82 397 31 2.55 - 2.57
- 2.64 162 - 2.89 469 - 2.75 290 - 2.89 472 - 2.65 182 - 2.78 339 -
- - 3.15 585 12.64 3 1070 594 1326 514 1537 421 1995 215 2.85 429
70 80
43 25
- - - - - - - - - - - - - - - -
- 3.19 596 -
- 3.19 597 -
- -
- 2.69 227 - 2.89 463 - 2.64 171 - 2.57
- 2.63 145 46 2.74 271 47 2.58
- 2.84 422 - 2.84 420 - 3.08 569 - 3.07 559
14.86 2 1103 443 1413 286 1718 106 2134 161 2.67 210 13.70 3 1133 285 1471 139 1671 165 15.40 2 1135 276 1484 113 1700 124 11.32 4 1064 616 1373 416 1515 444 10.77 4 1059 627 1357 464 1497 467 15.44 2 1083 545 1294 551 1533 424 - - 1047 655 - - 1047 656
- 2.89 466 - 2.61 125 - 2.53 - 2.53
- 2.91 489 - -
- -
- 2.79 354 - 2.75 287 - 2.85 433 - 2.72 262 - 2.62 138 - 2.88 459 - 2.63 156 - 2.35
58 56
- -
93 2.79 365 4 2.62 136 - 2.75 294 86
91
76 1765 -
59 -
- - - - -
- 2.89 474 - 2.75 285 - 2.50
- 2.63 157 - 2.61 117
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Global Equities - continued L&G Ex International SH G17(i) N13.94 2
44
L&G F&C MM Nav Boutiques G25-P N10.53 3 L&G F&C Stewardship Intl G25 P N17.14 1 N12.41 2
L&G Fidelity Wealthbuilder
8 8
47 82
L&G First State Ww LdrsG25-Pn N14.37 2 L&G GEMW 30:70 75% CHI G25-P N13.43 2 L&G Glo Eq 60:40 Idx SH G17(i) N8.33 4 L&G Global Eq 70:30 Index G25 N7.73 4 L&G HSBC Life Amanah G25 P N19.69 1 L&G Invesco Perp Glo Small Cos N11.30 3 L&G Invesco Perp Global Eq N8.44 4 L&G IP Ab UG 50 Eq SH G17 i P N8.39 4 L&G IP Aber Gl Gth ex UK SH(i) N12.70 2 L&G IP Gl Eq Fxd Wgt 50:50 (i) N9.36 3 L&G IP Hndrsn Gl EI G17 (i) P N11.27 3 L&G IP InvtcGlStrtEqG17(inet)P N16.78 1 N13.77 2
L&G IP JPM DE G17 SH (i) P L&G Jupiter Ecology
L&G M&G Global Basics L&G M&G Global Leaders L&G Neptune Global Equity
L&G IP Newton GE SH G17(i) P N16.12 1 N5.71 4
L&G Jupiter Merlin Wwide Pflo N14.95 2 L&G Lazard Global Eq Inc G25 N8.93 3 L&G Liontrust Gl Inc G25-Pn N5.51 4 N6.16 4
L&G M&G Global Dividend G25 N7.22 4 N6.49 4
L&G M&G Managed Growth N9.05 3 N16.68 1
L&G Newton Global Equity G25 P N15.93 1 L&G Newton Global Higher Inc N13.78 2 L&G Rathbone Global Opps N9.06 3 L&G Schroder Global Eq Inc A N18.93 1 L&G Schroder MM Int G25-Pn N11.05 3 N13.58 2
L&G Thread Glo Select Liontrust Inc ZP (inet)
L&G(PMC)Gl EqFW50:50HG25 Ix N10.52 3 N4.66 4
LV= BlackRock Consensus 100 S2 N13.77 2 LV= Cazenove MM Gl exUK S2 N12.17 3 N16.16 1
LV= Fidelity Global Div S2
- -
79 90
LV= M&G Global Dividend S2 N8.24 4 LV= Vanguard LS 100% Eq S2 N14.52 2 LV=Fidelity Global Spec Sit S2 N18.92 1 LV=Fidelity Wealthbuilder S2 N12.93 2 LV=Global Equity Tracker S2 N9.90 3 N6.46 4
LV=Jupiter Ecology S2 LV=Liontrust Income S2
LV=Jupiter Merlin Wldwide S2-P N15.83 1 N3.31 4
LV=M&G Global Basics S2 N6.48 4 LV=Martin Currie Gl Eq IncS2 N8.44 4 LV=Schroder Global Eqty Inc S2 N19.09 1 LV=Schroder QEP Global Core S2 N5.76 4 N7.05 4 N8.29 4 N7.50 4 N13.58 2 N15.44 2 N9.47 3 N2.00 4 N13.56 2
M&GPP Global Eq
M&GPP Global Eq Pass M&GPP Global Leaders M&GPP Int Eq Pass
M&GPP International GDP M&GPP Long Term Grwth M&GPP Specialist Gl Eq MetLife Aggrv Pfl Gross
20
87 33
31 98
MetLife Invesco Perp Gl Sm Cos N11.07 3 MetLife Investec Glbl Free Ent N17.46 1 MetLife Jupiter Global Managed N13.64 2 ML BM First State Gl Opps Grss N- 4 ML BM Jupiter Ecology Grss N6.95 4 ML BM M&G Global Basics Grss N5.83 4 ML BM M&G Global Growth Grss N12.34 2 ML BM Newton Gl Higher Inc G N14.60 2 N13.58 2 N12.25 2 N15.81 1
Newton Gl Higher Inc(inet) Newton Gl Higher Inc-Life Newton Intl Grwth (inet)
NFU Mutual Stakeholder 2 Intl N8.85 4 NPI Pens Glbl Care Ser 1&2Acc Y15.37 2 N11.07 3 N11.03 3
OMW Aber Ethical Wrld Eq-P OMW Aberdeen MM Con P
OMW Aberdeen World Equity N10.39 3 OMW Allianz Gbl Eco Trends Pn N-2.76 4 N18.59 1 N24.01 1
OMW Artemis Gbl Inc-P
OMW Artemis Global Growth OMW Baring Global Growth
OMW Baring Global Select OMW BR Glbl Eq
OMW AXA Fram Glbl Opps Pen N17.95 1 N16.18 1 N12.80 2
OMW BlackRock Consensus 100-P N12.81 2 OMW BlackRock Global Income-P N14.78 2 N11.07 3
OMW CF JM Finn Glbl Opp-P N6.64 4 N7.75 4 N4.58 4 Y11.21 3 N22.28 1
OMW Ecclesstcl Am Int OMW Ethical
OMW F&C Gl Smaller Cos IT OMW F&C Investment Trust
OMW F&C MM Nav Boutiques N10.05 3 OMW Fdlty Glo Special Sits-P N18.18 1 N11.79 3 N27.61 1 N16.82 1 N9.19 3
OMW Fidelity Wealthbuilder OMW Fundsmith Equity OMW Glo Hi Div-P OMW Global
OMW Henderson Gbl Innov-P N15.62 2 OMW Henderson Glb Care Gwth Pn N14.29 2 N7.87 4
OMW Inv Perp Gbl Equity
OMW Inv Perp Glo Dyn Theme N8.38 4 OMW Inv Perp Glo Sm Comp-P N10.70 3 N10.28 3 N17.66 1
OMW Invesco Gbl Eq Inc-P OMW Investec Gl Franchise
OMW Investec Glo Free Ent-P N16.94 1 OMW JPM Gbl Eq Inc A GBP Hgd P N11.25 3 N5.89 4 N14.53 2
OMW Jupiter Ecology
OMW Jupiter Merlin Worldwi OMW Lazard Gbl Eq Inc
OMW LT Global Income-P OMW M&G GLo Gwth A OMW M&G Global Basics
-
OMW L&G Interntnl Idx Trust Pn N16.77 1 N8.17 4 N4.94 4 N11.13 3 N5.66 4
OMW M&G Global Dividend N6.81 4 N6.19 4
OMW M&G Global Leaders OMW M&G Managed Growth N8.64 4
6.46 4 14.16 1 9.12 3 11.15 2 8.31 3 14.02 1 10.63 2 10.86 2 8.52 3 13.06 1 18.16 1 3.77 4 -2.84 4 10.31 2 12.21 2 13.89 1 13.51 1 8.89 3 16.03 1 1.49 4 3.73 4 - -
-6.61 4 6.09 4 10.15 2 -6.24 4 5.47 4 8.88 3 3.18 4 15.51 1 8.36 3 13.52 1 10.37 2 17.71 1 - - - -
13.55 1 11.25 2 6.68 4 8.58 3 13.83 1 11.01 2 11.05 2 15.61 1 1.26 4 - -
-6.35 4 3.37 4 8.65 3 16.74 1 13.20 1 11.13 2 9.95 3 6.09 4 6.57 4 9.74 3 9.83 3 8.49 3 12.76 2 14.45 1 8.93 3 11.21 2 16.92 1 -6.67 4 2.99 4 3.52 4 2.62 4 2.70 4 8.62 3 5.57 4 18.81 1 -1.37 4 8.24 3 -1.52 4 17.68 1 13.91 1 8.88 3 10.42 2 5.50 4 5.41 4 7.81 3 3.05 4 7.69 3 -0.08 4 2.36 4 16.55 1 15.25 1 9.86 3 13.56 1 13.66 1 10.53 2 9.12 3 4.90 4 3.16 4 20.83 1 18.64 1 17.72 1 19.12 1 12.42 2 13.11 1 0.68 4 14.06 1 16.98 1 16.23 1 0.66 4 7.63 3 3.08 4 - -
1.85 4 -7.26 4 5.68 4 9.81 3 -6.96 4
PENSION FUNDS 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
16.32 1 1139 242 1411 293 1590 339 2136 159 2.54 11.88 4 1105 429 1412 290 1587 349 11.70 4 1171
98 1428 246 - - - -
13.11 3 1124 332 1413 284 1610 292 14.41 2 1144 220 1417 273 1612 288 12.18 3 1134 278 1451 182
- 17 1451 183 -
16.22 1 1113 383 1462 160 1833 14.43 2 1084 538 1466 153 1676 155
- - - 20
- - - - -
- - - -
65
- 2.78 340 - 2.88 454 - 2.70 244 - 2.96 517 - 2.68 215
13.31 3 1083 544 1358 462 1570 376 2060 190 2.83 415 13.34 3 1077 568 1354 471 1592 335 11.69 4 1197
- 2.84 423 - 2.65 177 - 3.01 538 - 3.15 586
15.02 2 1084 541 1294 552 1588 344 2247 101 2.70 242 16.69 1 1127 322 1278 563 1499 464 2479 13.67 3 1094 482 1371 423 1568 381 - - 1113 386
- 15.76 1 1168 117 1540 49 1771 54
- - -
15.18 2 1138 248 1487 107 1707 116 2329 -
- -
- -
-
- -
-
2.43 4 1062 623 1016 622 1235 552 15.85 1 1072 584 1318 522
12.44 3 1065 610 1319 519 1436 514 4.27 4 1091 500 1066 612 1235 551 -1.40 4 1167 123 1213 594 1395 529 15.53 2 1159 150 1458 166 1624 259 15.70 1 1138 247 1358 460 1652 198 14.16 2 1091 498 1438 217 1808 11.82 4 1189
18.35 1 1111 402 1492
- - - - - -
29 1441 209 1772 98 1778
- - - - - -
- - - - - - -
11.59 4 1136 267 1399 335 1643 216 12.87 3 1105 431 1468 147 - - 1047 657 - - 1138 250 - - 1122 339 - - 1162 142 - - 1082 550 - - 1145 216
17.22 1 1189 30 1587 18 1680 149
14.88 2 1129 315 1440 211 1652 199 14.23 2 1099 462 1394 347 1631 242 11.21 4 1065 613 1369 429 1498 466 11.35 4 1158 155 1306 542 1540 418 - - 1033 665
- - - 22 1475 127 1816
2.92 4 1065 611 1026 618 1263 547 20.36 1 1084 537 1349 479 1628 250 14.01 2 1191
11.32 4 1058 635 1374 408 1479 479
33 53 47
- - - - - - -
- 30
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
-
23 2.76 300 - 2.68 216 -
-
- 3.06 554 61 3.11 575
17.43 1 1161 143 1485 109 1653 192 2224 112 2.60 113 9.00 4 1057 638 1337 496 1471 488 9.50 4 1150 196 1277 564 1517 440 14.31 2 1089 506 1292 554 - - 1055 645
- 2.70 235 - 2.73 264 - 3.06 557 -
-
- 2.82 398 - 3.05 553 - 2.98 527 - 2.83 417 - 3.41 621 - 2.62 135 - 2.38
24
- 3.04 548 - 3.01 536 - 2.99 529 - 2.97 520 - 2.74 275 - - - - - -
- - - - - -
- 2.84 427 - 2.56
- 2.78 337 - 2.51 - 2.55 -
73 48
-
68 -
- 2.75 292 - 2.61 122 - 2.74 273 - 2.80 385
14.16 2 1071 593 1383 385 1637 231 2237 105 2.72 259 14.74 2 1083 546 1381 396 1617 277 2261 15.44 2 1075 576 1364 436 1502 459 16.60 1 1136 268 1405 313 1564 389 2427 13.73 3 1154 176 1399 331 1518 439 2316 15.14 2 1095 477 1383 388 1594 327 2290 10.29 4 1020 668 1236 588 1453 502 2286 13.33 3 1136 271 1396 342
-
17.38 1 1111 401 1470 141 1820 16.39 1 1175
77 1565
15.42 2 1136 262 1429 242 1615 280 14.73 2 1000 671 1276 565 9.82 4 1070 597 1373 414 2.93 4 1058 633 1017 621 15.78 1 1123 333 1340 494 16.81 1 1146 214 1386 379
24 1818 -
- - - -
-
- - - - -
15.27 2 1136 269 1343 488 1624 260 13.93 2 1123 336 1313 531
- -
26 28
- - - - - - - - - - -
-
10.82 4 1111 400 1214 593 1332 543 12.15 4 1110 403 1348 484 1509 452 14.08 2 1104 436 1240 584 1448 506 2292 6.00 4
23.90 1 1186 19.03 1 1240 8.78 4 1179
972 672 1213 595 1151 570 -
39 1674 3 1607
- 4 10 2000 - 14.90 2 1148 205 1359 456
- -
- 8
- -
33 1691 135 2468 - -
91 2.81 391 - 2.88 460 36 2.76 314 70 2.86 442 82 2.75 289 84 2.59 100 - 2.66 189 - 2.82 401 - 3.19 595 - 2.48 - 2.56
38 75
- 2.74 272 - 2.82 405 - 2.97 521 - 2.41 - 2.42 - 2.02
15.82 1 1158 159 1457 168 1621 273 2094 179 2.68 222 13.23 3 1088 513 1301 546 1383 533 13.65 3 1154 180 1558
- - -
- -
- 2.78 350 28 2.81 394 - 3.05 550 - 2.82 407 80 2.79 367 - 3.69 632 - 3.14 584 - 3.12 578
7.47 4 1162 141 1317 523 1514 445 2040 202 2.80 377 5.90 4 1128 320 1259 575 1453 500 2417 - - 1128 318
56 1417 275 1622 270 1831 258 2.91 486 37 2.95 513 - 2.54
-
- -
- 62
5.16 4 1111 398 1258 577 1378 534 1947 230 2.95 516 13.60 3 1066 604 1211 598 1396 528 12.34 3 1078 567 1239 585 1362 542
- 2.80 384 - 3.07 561
14.00 2 1046 659 1390 366 1543 416 1825 260 3.26 608 26.28 1 1112 390 1619 16.14 1 1223
11.44 4 1101 452 1393 351 1547 413 13.92 2 1182
12.48 3 1118 359 1390 365 1565 388 2005 213 2.72 256 20.39 1 1276
8 1560 48 1530 1 1676
-
58 1609 296 -
2 - - -
15.47 2 1168 115 1415 280 1566 382 21 1979
71 1738 67 - 55 1762
13.58 3 1082 554 1266 567 1486 472 - - 1049 654
- -
- -
14.43 2 1111 394 1295 548 1424 517 1.78 4 1057 640
15.30 2 1068 599 1302 545 1595 325 12.17 4 1062 622 1308 540 1414 519
15.90 1 1107 420 1442 208 1786 18.38 1 1103 444 1477 126 1795 - - 1177
- 15.06 2 1169 109 1535
- -
12 2740 -
-
37 -
63
10.93 4 1113 387 1444 206 1585 355 7.91 4 1059 632 1328 510 1447 509 8.84 4 1145 215 1255 578 1470 489 12.10 4 1168 118 1409 300
-
- 2.69 232 - 2.48
39
12.27 3 1092 490 1265 570 1448 507 1907 246 3.25 607 12.71 3 1156 170 1575 - - 1143 223
6 3.25 604 -
-
42 2835 - - - - - - - - - -
- -
13.94 2 1079 566 1447 195 1638 227 2162 148 3.22 602 17.61 1 1084 542 1518
77 1929 239 3.29 612 2 3.06 558 - 2.63 140 -
-
- 3.17 589 - 2.48
36
- 2.72 258 - 2.77 326 - 2.71 248 - 3.07 565 -
-
997 626 1198 560 2129 164 2.86 440 - -
- 2.99 528 - 3.05 552
- 3.06 556 3.66 4 1086 527 1048 614 1199 558 1945 231 2.90 482 - -
6 2345 31 1836
1 3506 19 2618 - -
1 3.01 534 11 3.18 592 - 2.78 348 - 3.05 549
-
27 29 2
-
-
- - - - - -
-
Figures as at 1 March 2015
Data:
Pension Funds
Closed fund?
Closed fund?
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