Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Global Equities - continued OMW Martin Currie Glbl EqInc P N8.70 4
OMW Neptune Global Eq - Pen N16.59 1 N15.72 1 N17.37 1 N15.27 2
OMW Newton Global Equity OMW Old Mut Global Eq-P OMW OM Fid Global Focus
OMW OM Global Equity Income-P N2.62 4 OMW OM Newton Gl Higher Inc-P N13.39 2 OMW OM Voyager Global Dyn Eq-P N8.53 4 N16.26 1 N19.05 1 Y11.69 3 N16.18 1
OMW OM World Equity - Pen OMW Prof Fid Glo Spec Sits OMW Prof Fid Select Mgd OMW Prof OM Fid Glo Focus
OMW Prof OM Voyagr Gl Dyn Eq-P N9.39 3 OMW Rathbone Global Opps N8.67 4 N11.79 3 N4.42 4
OMW Sarasin Equisar Glo Th OMW Sarasin EquiSar IIID
OMW Schroders Glbl Eq Inc Pen N18.37 1 N7.52 4 N12.85 2 N8.45 4 N13.24 2 N13.29 2
OMW SVM World Equity OMW T. Bailey Growth OMW Templeton Growth OMW TN Glo Select Gro-P Overseas Equity Pn SHP
Pens Overseas Eq Ser 1 & 2 Acc Y12.99 2 Phnx SCPK Mngd Pen 60-100 Y10.81 3 Y11.13 3
Phoenix Alba LASIA Intl Phoenix BULA ACI Equity
Phoenix AlbaLASPEN Ovrs Eq Y15.09 2 Y8.76 4
Phoenix Centur Five Star 6 Acc Y6.10 4 Phoenix Century World Growth C Y15.29 2 Y9.81 3
Phoenix ExSLUK Overseas Phoenix P International 8
Phoenix SCP Equity (K)
Phoenix LL Pens Int Eq Ser P Y14.47 2 Y10.82 3 Y12.98 2
Phoenix SCP International (E) Y13.75 2 Phoenix SCP International (K) Y13.09 2 Phoenix SCP Worldwide Perf (E) Y10.80 3 N13.69 2 N10.80 3 N15.96 1 N11.38 3
Phoenix SM International Phoenix SM Opportunity
Phoenix SM SH International Phoenix SM SH Opportunity
PHX Cen Fid Mgd Pen Ser 10 Ac Y11.59 3 PHX Framlington Intl Gr 1 Pen Y17.44 1 PHX GT International 1 Pen Y9.53 3 PHX R Abrdn Ethical World Pen Y12.49 2 PHX SM Fidelity Wlthbldr Pen N13.05 2 PHX SM Liontrst First Inc Pen N3.40 4 Y12.25 2 Y8.14 4 N23.93 1
Pru (M&G) International Acc Pru (M&G) PPP Fund Acc Pru Artemis GloGrowSerA
Pru Ex Newton Global Equity A N15.69 1 N15.33 2 N17.02 1 N8.07 4
Pru International A
Pru Investec Stratc Eq Ser A Pru Jupiter Ecology S3
Pru M&G Glbl Leaders A Pru M&G Global Basics A
Pru Neptune Glo Eq SerA Pru Newton GloHiIncSerA Pru S1 Global Equity
Pru Jupiter Mrlin wwPfolioSerA N14.76 2 N6.70 4 N5.91 4
Pru M&G Managed Growth A N9.00 3 N17.09 1 N13.09 2 N6.63 4 N14.49 2
Pru S1 International Equity Pru S3 AXA Rosnbrg Glo Eq
Pru S3 AllianceBern Glo Blend N20.20 1 N17.87 1
Pru S3 BG Long Tm Glo Gwth N17.62 1 Pru S3 BGI (60:40) GloEq(inet) N8.28 4 Pru S3 BGI Aquila Wld ex-UK Id N17.24 1 Pru S3 BGI Aquila(50:50)Gbl Eq N9.94 3 Pru S3 BGI Asc Overss Eq(inet) N16.31 1 Pru S3 BGI AscGloEq50:50(inet) N9.95 3 Pru S3 BR Aquila (30:70) Gl Eq N12.96 2 Pru S3 BR Aquila 40:60 Glo Eq N13.14 2 N7.51 4 N6.74 4 N8.22 4 N20.17 1
Pru S3 Global Equity
Pru S3 Global Equity (inet) Pru S3 Global Leaders Pru S3 HSBC Amanah
Pru S3 International Eq (inet) N14.91 2 Pru S3 Long Term Growth (inet) N8.88 4 N19.08 1
Pru S3 MFS Meridian Glo Eq Pru S3 Overseas Eq Active Pru S3 Trilogy Glo Dvsfd
ReAss AL Fid Wealthbuilder ReAss AL Intl Aggressive
Pru S3 Newton Intntl Gth(inet) N16.75 1 N15.35 2
Pru S3 Overss Eq Passive(inet) N12.99 2 N16.71 1
Prud S3 B Giff Overss Eq(inet) N15.42 2 PruEx-DSF M&G Global Mngd Gro N10.22 3 N11.19 3
ReAss AL First State Glbl Opps N13.60 2 N11.72 3 N5.36 4
ReAss AL M&G Gbl Basics ReAss AL Newton Glbl Hi Inc
ReAss AL PPB Jupiter Eco ReAss AL PPB M&G Intl Gth
RLP BAQ Gbl Eq 50:50
RLP BAQ Gl Eq Idx (60:40) RLP BAQ Global Blend
ReAss AL Margetts Grey Gl Gro N15.64 1 N12.98 2 N5.91 4 N10.97 3
ReAss AL PPB M&G Mngd Gro N8.54 4 N8.78 4 N7.72 4 N10.07 3
RLP BAQ World xUK Eq Idx ‘A’ N17.61 1 N17.60 1 N10.09 3
RLP BAQ WoRLPd x UK RLP BG WW Eq (50:50) ‘A’
RLP BG WW Equity (50:50) N9.58 3 RLP GblMgdEqSpec InvGlFrEnt N17.02 1 RLP Gl Blnd Core+RathboneGlAlp N6.57 4 RLP Gl Man Eq Spec (IP Gl Eq) N7.71 4 N10.96 3 N9.95 3 N19.07 1 N19.31 1 N5.49 4 N14.72 2 N6.24 4 N7.71 4 N6.45 4 N17.24 1
RLP Global Equity RLP Global Mngd
RLP HSBC Amanah Gl Idx RLP HSBC Amanah Gl Idx ‘A’ RLP Jupiter Ecology
RLP Jupiter Merlin Ww Pfl RLP M&G Global Basics RLP M&G Global Dividend RLP M&G Global Leaders RLP Neptune Global Equity
2.53 4 4.92 4 8.79 3 23.54 1 - -
3.40 4 - -
2.43 4 12.26 2 14.48 1 10.25 2 - -
3.14 4 24.17 1 7.13 4 3.32 4 7.76 3 11.85 2 6.04 4 21.22 1 9.84 3 8.27 3 8.86 3 13.71 1 14.20 1 13.43 1 11.61 2 8.63 3 8.82 3 9.05 3 8.68 3 14.35 1 13.82 1 13.42 1 14.01 1 13.49 1 13.45 1 13.44 1 13.12 1 13.40 1 10.14 2 10.01 3 12.57 2 -0.14 4 9.14 3 - -
2.21 4 10.60 2 8.92 3 8.31 3 9.93 3 13.83 1 15.99 1 1.03 4 9.24 3 -7.10 4 -6.29 4 4.44 4 2.68 4 12.89 1 7.81 3 10.80 2 12.29 2 24.79 1 10.88 2 10.07 2 11.80 2 12.29 2 14.04 1 15.38 1 11.31 2 12.69 2 11.93 2 10.73 2 9.34 3 6.92 4 9.20 3 7.90 3 7.14 4 6.92 4 5.71 4 6.84 4 3.75 4 -5.41 4 9.92 3 7.61 3 7.12 4 -7.51 4 2.11 4 2.17 4 15.58 1 1.70 4 -7.09 4 11.02 2 11.59 2 11.13 2 9.29 3 9.28 3 11.07 2 10.52 2 14.01 1 16.06 1 17.56 1 9.86 3 12.75 2 8.08 3 8.31 3 14.88 1 0.80 4 -8.05 4 5.97 4 8.68 3 4.29 4
1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 17.36 1 1087 522 1308 539 - - 1153 184
7.53 4 1026 666 1141 608 1285 545 1455 271 3.64 630 - - 1134 279
- -
12.24 3 1117 368 1382 393 1552 406 1964 225 2.74 280 - - 1162 140
26 1563 -
27 1672 162 -
- -
12.24 3 1094 481 1266 568 1454 498 5.17 4 1087 524 1419 267 1768
20.10 1 1075 574 1444 204 57
41 1416 278 1718 105 -
-
14.75 2 1128 317 1373 415 1520 436 14.05 2 1084 536 1499
- - -
- - - -
- - - 1.48
- 3.26 609 - 3.13 580
13.69 3 1118 360 1362 445 1473 485 2148 153 2.64 174 7.12 4 1044 661 1156 607 1204 557 10.98 4 1184
- 3.02 541 - 3.10 573 - 2.81 392
11.17 4 1132 288 1383 389 1606 302 2347
88 1595 323 1860 254 3.77 633 59 3.01 540
13.51 3 1133 287 1392 353 1554 402 2055 193 2.78 338 13.80 3 1130 308 1400 330 1586 351 2078 184 2.59 8.72 4 1108 413 1370 427 1505 456 1920 240 2.90 484 9.67 4 1111 395 1392 355 1511 450 1930 237 3.11 577 12.25 3 1151 192 1465 155 1734
83 2607
11.52 4 1088 515 1354 470 1561 392 1909 244 3.04 547 10.36 4 1061 625 1272 566 1376 535 1972 224 2.34 12.57 3 1153 183 1412 287 1617 278 2326
64 2.63 152
7.35 4 1098 465 1286 556 1387 532 1851 255 2.69 231 14.20 2 1145 218 1421 262 1577 362 2118 169 2.73 263 8.46 4 1108 412 1374 409 1555 400 2117 170 3.18 591 8.60 4 1130 311 1396 341 1484 473 1888 251 3.07 566 8.54 4 1138 252 1400 327 1472 487 2012 209 3.16 587 8.48 4 1131 303 1399 336 1482 477 1897 250 3.08 567 8.73 4 1108 416 1367 432 1502 461 1841 256 2.91 497 8.57 4 1137 258 1400 326 1468 490 1983 218 3.16 588 8.72 4 1108 415 1367 433 1502 458 1863 253 2.91 495 8.17 4 1160 147 1419 269 1482 476 8.69 4 1114 382 1373 417 1499 465
- -
- 3.18 593 - 2.90 485
12.19 3 1116 376 1379 399 1549 410 1973 223 2.71 247 7.06 4 1174
78 1383 387 1566 384 1695 269 2.96 518
17.19 1 1095 475 1445 200 1722 100 2005 211 2.61 124 12.15 4 1125 327 1260 574 1420 518 2248 100 3.03 545 12.07 4 1130 305 1383 390 1565 387 1957 228 2.55 - - 1034 664
- 5 1614 - - - 8 2008 - 7 -
16.65 1 1123 335 1338 495 1487 471 2476 -
47 1786 -
-
41 -
- -
19.26 1 1081 558 1426 253 1628 249 2220 117 3.22 601 19.59 1 1239
26 2.74 279 - 2.90 481
16.41 1 1157 164 1459 164 1610 294 2096 178 2.57 13.25 3 1153 182 1436 222 1623 263 2185 134 2.66 193 15.74 1 1170 101 1542 - - 1081 560
9.09 4 1148 206 1265 569 1490 468 14.23 2 1067 603 1331 502 1441 510 2.11 4 1059 629 1005 625 1221 556
99 1212 596 1375 536
10 1496 59 1493 70 1675
88 1521
92 1589 342 97 1738 -
3 68 1753 84 15.82 1 1131 302 1345 486 1623 264
78 -
70 15.41 2 1131 298 1453 173 11 1495 23 1613 - 95 1741 9
- -
- - - - -
- -
- 3.07 564 -
-
- 2.76 305 - 2.84 426 - 2.77 335
4.77 4 1090 503 1070 611 1241 550 2058 191 2.74 276 -0.92 4 1171
- 3.29 611 - 2.33
13.98 2 1066 605 1372 419 1613 287 2141 157 2.74 278 14.97 2 1145 217 1419 268 1549 412 2359 12.33 3 1202 12.83 3 1179 14.15 2 1176
- - -
14.78 2 1099 460 1411 294 1640 222 16.44 1 1163 136 1521
- -
13.38 3 1100 458 1422 260 1606 304 2033 205 3.03 544 15.35 2 1130 313 1503
67 1665 174 2353 -
15.57 2 1075 575 1400 329 1655 188 2298 -
76 - - -
14.91 2 1149 198 1412 289 1555 399 2347 -
19.58 1 1168 120 1496
14.11 2 1154 181 1407 306 1543 415 2430 16.18 1 1130 309 1388 369 1533 427 2362 14.49 2 1167 122 1428 247
- 16.83 1 1154 178 1399 333 1596 322 2477
- -
- 2.50 - 2.53
- 2.54
14.76 2 1067 600 1371 424 1598 319 2145 155 2.72 255 16.23 1 1082 551 1393 352 1558 395 13.79 3 1202
14.49 2 1089 509 1361 446 1556 398 2181 136 2.70 234 25.50 1 1191
- -
78 2.72 254 - 2.87 452 60 2.80 388 - 3.24 603
94 1602 311 2223 114 2.66 190 35 2.81 396 49 2.75 283 - 2.71 250 25 2.59
16.49 1 1102 445 1215 592 1404 525 1993 216 2.44 10.90 4 1112 393 1355 467 1515 442 1900 249 2.66 200 12.54 3 1136 265 1376 406 1559 394 2324
10.79 4 1117 364 1326 515 1525 432 1990 217 2.67 202 0.59 4 1054 650
980 633 1173 567
12.86 3 1156 169 1333 500 1552 407 13.47 3 1130 310 1310 535 1570 377
- - -
- 2.89 470 - 2.34
7.05 4 1059 629 1310 534 1401 526 2024 207 2.65 186 13.22 3 1110 404 1278 562 1406 524 2227 111 2.92 504 2.72 4 1085 530 1036 616 1187 566 1934 236 2.84 424 12.56 3 1088 514 1359 453 1566 386 2056 192 2.82 402 12.20 3 1077 569 1349 480 1564 390 2028 206 2.93 507 13.46 3 1101 451 1388 368 1613 285 15.25 2 1176 15.33 2 1176
- 71 1481 117 1724 43 1774 73 1482 115 1690 136
15.05 2 1101 450 1407 308 1726 14.46 2 1096 471 1386 376 1668 169 15.83 1 1170 100 1545
50
99 2301 -
- 2.74 281 77 2.63 150 - 2.63 158
96 2246 102 2.77 323 - -
- 2.76 302 - 3.10 572
10.02 4 1066 608 1361 447 1590 337 1912 241 2.69 225 15.58 1 1077 571 1463 158 1648 208 2207 124 2.92 498 11.84 4 1110 405 1363 438 1512 447 2086 182 2.66 188 12.13 4 1100 457 1390 363 1598 317 2120 167 2.62 139 11.20 4 1191 11.41 4 1193
10.05 4 1055 647 1334 499 8.85 4 1147 208 1259 576 1.60 4 1062 621 - - 1077 570
992 627 -
14.70 2 1064 615 1327 511 -1.21 4 1172
89 1208 602
25 1431 234 1658 182 19 1440 212 1677 154 - - - - - -
-
- - - - - -
- - - - - - - -
- 2.64 173 - 2.65 178 - 2.52
- 2.77 330 - 2.80 381 -
-
- 2.93 508 - 3.31 617
52 -
51 2.77 333 - 3.25 605 - 3.10 571 - 3.51 627
13.32 3 1083 548 1360 449 1522 434 2120 168 2.89 467 17.83 1 1172
- 2.80 387 - 2.95 514 56 3.19 594
42 55
64 10 81 -
67 -
95
13 2.73 269 12
1 -
11.42 4 1085 532 1239 586 1400 527 6.07 4 1163 137 1384 382 14.65 2 1190
- - -
- -
- - - -
-
- -
- 3.25 606 - 3.00 530 - 3.04 546
- 5 yrs 10 yrs -
1 2080 -
-
15.79 1 1157 163 1458 167 1622 269 2133 162 2.68 220 16.13 1 1174
-1.97 4 1166 126 1199 605 1362 541 82 1684
2 -
- -
- 3.20 598 -
- -
- -
- 2.72 253 - 3.48 622
RLP Newton Global High Inc RLP Schroder MM Intern
RLP UBS Gl Blnd (50:50) RLP UBS Mgd Eq
RLP WoRLPdwide
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Global Equities - continued N13.69 2
RLP Sarasin Food & Agri Opp N13.00 2 N10.46 3 N5.54 4
RLP UBS Gl Blnd (50:50)’A’ N6.47 4 N8.25 4 N15.95 1 Y6.95 4 Y12.93 2 N13.21 2 N17.01 1 N13.31 2
Royal Liver Global Equity 2 Royal Liver Intl Equity 2 Royal London ANL Pen Intl Royal London International Royal London Stkhldr Intl
Royal London Stkhldr Intl Pn 2 N11.99 3 Sanlam IP Fid Gl SpecSits S8 N12.41 2 N11.90 3
Sanlam IP Fid Wlthblder S7
Sanlam IP FidIntl SpSitMgdS8 N18.20 1 Sanlam IP Hend Glbl Focus S8 N4.65 4 Sanlam IP L&G Intl Index Tr S8 N17.93 1 Sanlam IP SanGblBestIdeas S8 N11.62 3 N13.99 2 Y16.50 1 N1.82 4 N11.64 3
Sanlam IP T. Bailey Gro S8 Save & Prosper Glbl Eq SCEQ CIL
Scot Eq Abdn MM Const Pflo Scot Eq B Gifford Intntnl Scot Eq BRock Global Eq
Scot Eq Artemis Global Growth N23.78 1 N13.93 2
Scot Eq B Gifford60/40WorldWEq N8.71 4 N11.90 3
Scot Eq BRockAq 4060 GlEqId LS N12.43 2 Scot Eq BRockAq 4060 GloEqIdx N12.43 2 Scot Eq BRockAq 5050 GlEqIdxLS N8.72 4 Scot Eq BRockAq 5050 GloEq Idx N8.72 4 Scot Eq BRockAq Wld(xUK) EqIdx N17.60 1 Scot Eq Cavendish Wlwd - Pen N- - Scot Eq Dyn Lstyle (NRD 7yr+) N9.19 3 N15.38 2
Scot Eq Fidelity Global Focus
Scot Eq Fidelity WealthBuilder N11.86 3 Scot Eq Gbl Eq Trkr LS(NRD7yr) N10.36 3 N9.19 3
Scot Eq Global
Scot Eq Global Equity Tracker N10.36 3 N19.27 1 N11.56 3
Scot Eq HSBC Life Amanah Scot Eq International
Scot Eq Invesco Perp GE Inc N9.90 3 Scot Eq Lazard Global Eq Inc N8.05 4 Scot Eq Lazard Managed Equity N10.14 3 Scot Eq M&G Global Basics N5.46 4 Scot Eq M&G Global Dividend N7.10 4 N6.29 4
Scot Eq M&G Global Ldrs
Scot Eq Neptune Global Equity N17.15 1 Scot Eq Newton Glo Higher Inc N13.54 2 N17.42 1 N15.48 2 N12.00 3
Scot Eq Overseas Eq Tracker Scot Eq Overseas Tactical Scot Eq SarSn ES Glo Them
Scot Wdws Fid 5050 Spec Sits 2 N9.99 3 N18.04 1 N7.06 4 N14.41 2
Scot Wid Fid Gl Spec Sits 2 Scot Widows Fid Intl 2
Scot Widows Global Equity 2 Scot Widows International 2
Scot Widows Intl Eq Trk 2 Scot Widows MM Intl Eq S2
Scot Widows Henderson Glo Eqty N11.23 3 N15.67 1 N16.95 1 N15.66 1
Scot Widows MM Opps Ptfl 2 N11.71 3 Scot Widows Newton Glo Eqty 2 N15.81 1 SE Aberdeen World Equity Inc N6.97 4 SE Aegon Ab Eth Wld Eq N- - SE Aegon Fundsmith Equity N- - SE Aegon Schr QEP Gl Co (ARC) N- - SE AG MC Active Glo Eq ARC-Pn N- - SE AG MC ActiveGlSmCpEqARC-Pn N- - SE AG MC Passive Os Eq - Pn N17.79 1 N- -
SE BG Gl Alpha Gr SE BR Aq 60/40 Gl Eq Idx
SE BNY Mellon LongTermGlEq-Pn N14.17 2 N8.96 3
SE BR Aquila Cur Hdg Gl Eq ARC N- - SIP Henderson Glo Innov S7 P Y15.81 1 SIP Henderson Higher Inc S7 P N11.81 3 N16.08 1 N6.54 4 N6.45 4
SIP International Equity P S8 SIP Jupiter Ecology 8
SIP M&G Global Basics 8 SJP Ethical Acc (inet)
92 32
66 2.90 479 - 2.79 359 11
SIP Managed Inv Trust P S8 N7.28 4 N11.80 3 N10.61 3 N13.11 2 N8.15 4
SJP Gl Eq Inc Acc (inet) SJP Global Eqty Acc (inet) SJP High Octane Acc (inet)
SJP Worldwide Managed Acc N15.73 1 SK Henderson Global Eq Inc Pn N11.72 3 N17.78 1 N7.14 4 Y14.70 2 N5.69 4 N11.13 3 N11.77 3 N6.72 4
SL Fidelity Gbl Special Sits 4 SL M&G Gl Div Pen S4 SLC Intl
SLFC (Citibank) Green Acc SLFC (Citibank) Perpetual SLFC International
SLFC M&G Global Leaders Std L 2010 Gl Eq 50 Tr 4Pen
Std Lf SLI Glo Sm Cos S3 Std Lfe Glbl Eqty Inc S3
SLVG FTSEDvWdex UKEqId AMPP S4N17.92 1 N11.81 3
Std Lf Global Eqty Sel 60:40 4 N4.95 4 Std Lf Jupiter Merlin WldWde 4 N14.66 2 N0.07 4 N9.02 3 N18.64 1
Std Life 2010 Overs Tr 4Pen
Std Life B Gifford WldWd Eq 4 N9.69 3 Std Life BR Aq HP Wld Ex UK 4 N17.58 1 Std Life BR Aq HPGlEq50:50Idx4 N9.08 3 N11.84 3
Std Life Fid Wealthbuilder 4
Std Life Gl Eq SH 50:50 Trkr 4 N11.20 3 Std Life Glo Eq 50:50 One 4 N7.54 4 N11.66 3
Std Life Glo Eq Uncons 1 Std Life HSBC Amanah 4
Std Life International 1
Std Life Global Equity MoM B N10.92 3 N18.98 1 N13.59 2
Std Life Investec Gl Free Ent4 N16.86 1 N10.53 3
Std Life JPM Global Equity 1
Std Life Liontrust First Inc 4 N4.98 4 Std Life M&G Global Basics 4 N5.48 4
2.16 4 -9.10 4 12.45 2 15.28 1 16.25 1 8.25 3 9.61 3 17.58 1 11.41 2 10.44 2 9.87 3 10.06 2 8.98 3 15.27 1 10.79 2 15.34 1 17.86 1 8.58 3 -8.41 4 6.80 4 13.60 1 17.42 1 7.89 3 8.21 3 13.12 1 11.93 2 7.84 3 10.64 2 10.64 2 11.00 2 10.97 2 9.23 3 - -
9.15 3 7.27 4 9.80 3 10.06 2 9.15 3 10.06 2 7.93 3 7.01 4 13.08 1 3.05 4 15.05 1 -7.53 4 5.37 4 8.75 3 4.27 4 3.08 4 8.68 3 10.11 2 6.86 4 17.06 1 12.98 1 14.92 1 8.55 3 12.17 2 5.63 4 4.34 4 6.22 4 12.68 2 8.51 3 -8.25 4 - - - - - - - - - - - - - - - -
12.82 2 - -
20.86 1 12.33 2 10.88 2 16.58 1 -6.43 4 7.63 3 -1.51 4 13.27 1 5.77 4 11.01 2 9.19 3 12.07 2 12.68 2 5.45 4 7.83 3 14.62 1 13.11 1 8.93 3 9.20 3 9.56 3 11.25 2 15.95 1 0.38 4 20.92 1 12.82 2 9.68 3 10.73 2 9.24 3 10.93 2 9.79 3 10.71 2 15.51 1 15.63 1 11.65 2 7.99 3 13.63 1 14.02 1 16.59 1 - -
-7.57 4
PENSION FUNDS 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs
15.73 1 1137 257 1344 487 - - 1130 307 - - 1105 432
- -
5 yrs 10 yrs
- -
- - -
- - -
11.20 4 1055 643 1353 475 1480 478 11.90 4 1065 612 1385 381 1533 426
- - - - -
- 2.34 - -
- -
15 - -
- 2.68 221 - 2.67 213
11.39 4 1082 549 1305 543 1453 501 1792 264 2.85 432 14.17 2 1160 148 1451 181 1635 235 2181 137 2.51 12.33 3 1070 596 1413 285 1586 350 2053 194 3.65 631 13.72 3 1129 314 1431 236 1607 299 2089 180 3.38 620 13.36 3 1132 291 1417 272 1623 262 2407 13.44 3 1170 103 1458 165 1690 138 2390 12.43 3 1133 286 1402 322 1585 354 11.74 4 1120 346 1364 437 1519 438 12.13 4 1124 330 1453 175 1555 401
46
- - -
47 1605
13.81 3 1046 658 1404 316 1488 470 13.28 3 1179
57 1451 185
12 1815 -
4.12 4 1018 669 1245 583 1143 572 1555 270 3.21 600 11.92 4 1116 372 1348 483 19.81 1 1238
86 1728 -
13 1981
95 2448 -
14.58 2 1139 243 1477 125 1728 14.87 2 1087 520 1398 338 1725
11 94
6 1605
- - -
-
- 2.66 191 - 2.91 493 - 2.97 522
6.47 4 1119 349 1285 557 1408 523 2005 212 2.78 349 14.12 2 1124 328 1419 265 1653 193 14.11 2 1124 329 1419 266 1653 194
98 2209 123 2.80 374 -
- 2.64 168 - 2.64 170
12.62 3 1087 518 1359 454 1576 365 2078 183 2.76 317 12.63 3 1087 519 1359 458 1575 368 2077 185 2.77 324 15.22 2 1176 - -
-
72 1480 118 1703 121 2130 163 2.62 128 -
- - - -
10.11 4 1092 492 1312 532 1451 503 1912 242 2.34 15.75 1 1154 179 1433 230 1695 130 12.56 3 1119 352 1382 392 1552 405
- -
-
13.34 3 1116 378 1353 474 1438 513 1724 268 2.62 130 19.74 1 1099 461 1488 105 14.83 2 1081 562 1279 561
21 1429 241 1645 212 -
13.09 3 1101 448 1433 227 1682 146 2120 166 2.67 212 1.53 4 1055 649
990 630
16.51 1 1071 590 1315 527 97 1208 601
18.84 1 1155 174 1511 54 1537 -
14.96 2 1120 345 1376 405 20.57 1 1100 454 1552 15.24 2 1180
- -
13.65 3 1063 620 1314 529 1412 521 -1.11 4 1171
- -
-
16.11 1 1135 273 1359 455 1644 214 15.08 2 1174
-
- -
- -
- - - -
35 1657 186 2212 121 2.82 403 53 1605 307
- -
10.77 4 1071 592 1363 439 1536 423 1930 238 2.83 416 14.21 2 1144 219 1418 270 1594 331 1936 234 2.51 - - 1112 388
- 2.86 447 45
- - - - - - -
13.77 3 1157 167 1390 364 1531 430 2135 160 2.64 163 14.00 2 1169 108 1391 360 1538 420 2105 175 2.72 260 14.53 2 1157 168 1407 307 1635 233 2261
12.52 3 1117 365 1416 276 1648 207 1978 221 2.52 16.79 1 1158 160 1468 149 1623 268 2144 156 2.61 118 12.71 3 1070 595 1106 610 - - - - - - - - - -
92 2.69 224 49
- - - - -
- - 1178 - -
-
- - - - -
61 -
13.38 3 1090 505 1394 348 1614 282 - -
- - 1142 228 -
- - 12.59 3 1158 158 1576 - - 20 1983
- - - - - - - -
- - - - - - - -
- - - - - - - - -
- - - - - - - - -
-
- - - - - - - - - - -
16.84 1 1118 354 1468 150 1697 128 1958 226 2.88 458 13.68 3 1161 146 1463 159 1639 226 9.17 4 1065 609 1356 466 1500 462 2.55 4 1065 614 1021 620 1245 549 14.90 2 1073 581 1327 512 1623 267
10 2703 -
- - -
- -
- -
4.31 4 1081 556 1252 579 1538 419 16.21 1 1157 162 1469 145 1735 - - 1117 362
- 14.94 2 1178 65 1525 - 16.46 1 1071 588 1316 526 -
62 1598 320 -
-
81 -
- - - - - - -
8 3.27 610 - 2.66 198
- 2.78 353 - 2.85 435 - 2.61 119
11.78 4 1118 357 1231 590 1329 544 1999 214 3.01 535 17.22 1 1106 426 1469 144 12.02 4 1131 300 1340 492
- 2.38 - 23
- 2.78 344 - 3.10 574 - 2.87 449 -
- 2.87 450 - 2.87 451
18.23 1 1147 210 1462 161 1612 290 2046 199 2.62 131 10.16 4 1057 639 1334 498 1459 493 2087 181 2.66 201 14.16 2 1111 397 1435 223 1575 367 2051 196 2.76 308 16.45 1 1118 361 1418 271 1606 300 2069 189 2.61 120 14.21 2 1067 601 1331 505 1439 512 - - 1179
58 - - - - -
- -
-
13.51 3 1118 355 1412 288 1661 180 13.92 2 1050 653 1386 375 1626 255 9.54 4 1147 212 1261 573 1473 486 20.32 1 1001 670 1456 169 - - 1090 502
15.11 2 1186 38 1498 91 1733
12.60 3 1091 497 1362 440 1572 372 12.59 3 1118 353 1383 391 1553 404
- -
87 74 1480 119 1694 132
- - - - - - - -
- - -
- 2.83 413 -
-
- 2.69 223 - 2.92 503 - 2.49
- 2.98 525 -
-
14.59 2 1097 469 1392 354 1699 126 2242 103 2.76 306 15.21 2 1176
- 2.69 230 - 2.62 137 99
- 2.80 375 - 2.59
12.94 3 1112 391 1390 361 1628 252 2051 195 2.68 218 14.46 2 1075 573 1422 258 1667 171 2205 125 2.80 386 15.29 2 1117 370 1488 104 1901 14.81 2 1109 407 1422 259 1667 172 11.06 4 1190
14.19 2 1136 266 1474 131 1653 195 2364 15.83 1 1169 113 1543
14.79 2 1105 428 1479 120 1744 - - 1050 652
- 1.58 4 1055 648
28 1427 250 1654 190 45 1776 -
- 990 629 1196 562 49 -
16 2192 129 3.13 582 - -
- 2.57
71 2186 133 2.80 383 -
- -
- - - 2.75 284 Data: Figures as at 1 March 2015 173 77
- 2.64 167 48 2.66 195 - 3.12 579
- -
- 3.05 551 - - - - - - - -
- - - - - - - -
-
- 3.21 599 -
- - - - - - - -
-
- 2.90 483 - 2.78 341
- 2.92 505 - 2.86 437 - 3.30 613 - 2.37
22
79 1469 146 1662 177 2172 144 2.66 197 80 1621 271 1905 248 2.76 304 -
- 2.43 30
- -
- -
- 2.63 159 - 2.55
69 - -
- 2.61 116 - 2.58
13.34 3 1104 438 1377 404 1593 332 2044 200 2.67 206 10.11 4 1092 492 1312 532 1451 503 1912 242 2.34 13.34 3 1104 437 1377 403 1592 334 2044 201 2.67 205 11.01 4 1193
14 89 13
-
9.39 4 1116 373 1118 609 1147 571 15.84 1 1140 236 1410 295 1593 333 13.39 3 1165 129 1501
31 -
- - - - -
41 2.60 105 44 2.70 245 - 2.54 - 2.46
63 35
12.45 3 1119 350 1394 346 1576 366 2048 198 2.71 251 17.72 1 1182
- 2.64 161 - 2.79 361
- 2.94 511 - 2.68 219 - 3.31 618 - 2.84 419 33 2.70 239
-
41 -
Closed fund?
Closed fund?
Pension Funds
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