Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
Canlife Multiple Invt Acc PS4 N8.72 3 Canlife Neptune Bal Acc PS4 N8.16 3 N10.14 1 N9.58 2 N5.73 4
Canlife Portfolio 5 Acc PS4 Canlife Portfolio 6 Acc PS4 Canterbury Managed (ii)
Century UK Managed Pension OM1 N6.86 4 N8.69 3
Cirilium ModerateZPInet
CIS Open Pfolio (40-85% Sh) N6.25 4 CIS SelectPfolio (40-85% Sh) N11.01 1 CIS UK Income with Growth SH 3 N6.37 4 N8.33 3 N8.63 3
CIS With Profits SH CIS With-Profits
Clerical Med Balanced FoF Acc N8.18 3 Clerical Med EIPP Mixed Acc Y9.09 2 Clerical Med Newton Balanced N8.19 3 N8.48 3
Clerical Med PP Balanced
Clerical Med Schroder Mgd Bal N8.11 3 Clerical Med UBS Global Alloc N10.24 1 Countrywide Assured Bal (PS) Y9.83 2 Y10.34 1
Countrywide Assured Mgd
Countrywide Assured Mgd (PS) Y9.45 2 F&C MM Lifestyle Balanced PS4 N9.71 2 N8.53 3
F&C MM Lifestyle C ZPInet
F&C MM Lifestyle Cautious PS4 N8.90 2 F&C MM LifestyleBalZPInet N9.20 2 F&C MM Navigator Progressive N6.57 4 Y10.04 1 N4.39 4 N12.17 1
Family Freeway Managed Fidelity JPM Balanced C4 Fidelity Long Term Growth
Fidelity Long Term Growth C4 N12.02 1 Fidelity Newton Global Bal C4 N9.33 2 N8.05 3
Fidelity Stand Managed 4 FidelityMAOpenStratZPInet
Fidelity UBS Gl Allocation UK N- - N5.68 4 N9.30 2
FL Aberdeen MA S2 EP FL Aquila Life Balanced EP
FL Aberdeen Mult-Asst - (inet) N8.43 3 N9.96 2 N10.58 1
FL Architas MM Bal AP FL Architas MM Bal S3 EP FL Architas MM Gth Pflo EP
FL Architas MM Bal AP(inet) N8.96 2 N9.03 2
FL Architas MM BalPflo S3 EP N8.73 3 N10.10 1
FL AXA Fram Mgd Bal (inet) N5.62 4 FL AXA Framlington Mgd Bal AP N7.10 4 FL AXA FramlingtonMgdBalS3EP N5.83 4 FL AXA Lfstyl Ret 2020 S3 EP N11.56 1 N8.89 2
FL AXA Managed S3 EP FL Baillie Gifford Mgd AP FL Bal Ix Enhan FOF (inet)
FL Balanced FOF (inet) FL BG Managed (inet) FL BGI Bal Idx (inet)
FL BZW Bal AP1
FL AXA Wealth Elite Bal Mgd N2.54 4 N8.88 2
FL Baillie Gifford Mgd S3 EP N8.45 3 N8.47 3 N7.53 4 N8.20 3 N8.15 3
FL BRock Pen DC Bal GrAP(inet) N6.80 4 N7.68 3
FL CF 7IM AAP Mod AdventS3EP N12.92 1 N8.84 2
FL Elite Bal Mgd S3 EP
FL F&C Lifestyle Bal AL(inet) N9.72 2 FL F&C Lifestyle Caut AL(inet) N8.93 2 FL Flexible Nom Sh (ex L&M) Y9.40 2 N11.16 1
FL GM Mixed
FL HC Caerus Glo Opps S3 EP N14.27 1 FL HSBC World Sel Bal S3 EP N9.99 1 FL HSBC World Sel Dyn S3 EP N11.57 1 FL IFSL Sinfonia BalMgd Pfl AP N11.32 1 FL IFSL Sinfonia Inc&Gr Pfl AP N10.14 1 FL Jupiter High Inc AP(inet) N8.24 3 FL Jupiter High Income S3 EP N7.15 4 FL Lfstyle Retrmnt 2020 AEP-Pn N10.97 1 N11.35 1 Y9.20 2 N9.95 2
FL Lifestyle Ret 2020 AP FL Managed (ex NM) FL Managed NGP (inet)
FL Margetts Sel Strat S3 EP N8.13 3 FL MargettsSelStratAP(inet) N8.88 2 N8.91 2 Y8.48 3
FL Mgd AP
FL Mixed C Acc (ex NM) FL Newton Balanced (inet)
FL Newton Gl Bal (inet) FL Old Mutual Sel Mgd EP FL Rainbow Mgd Inv I EP
FL Schroder Managed XP FL Strategy 02 (inet)
FL NEPtune Balanced S3 EP N8.86 2 N8.47 3 N9.34 2 N7.36 4 Y8.92 2
FL SarasinIE GlSar-DynAP(inet) N12.25 1 FL Schroder Managed S3 EP N9.45 2 N9.59 2
FL Sinfonia BalMgdPflo S3 EP N10.56 1 FL Sinfonia Inc & Gth S3 EP N9.34 2 FL Stewardship Managed Acc N11.54 1 N14.33 1
FL UBS Gbl Allocation (UK) XP N10.37 1 FL UBS Glo Allocation(UK)S3 EP N10.39 1 N9.19 2
FL Unit (Accumulation) EP Guardian PM Managed Halifax Balanced S2
Halifax Foundation S2 Hill Samuel Managed Acc
HL MMgr Bal Mg (inet) HLL Balanced
HLL Growth Portfolio
Guardian Choices Managed Y7.42 4 Y7.42 4
Halifax (SP) 2000 Managed N7.29 4 Y8.65 3 Y8.04 3
Henderson Multi Manager Ser 2 Y8.08 3 Y7.64 4 N6.72 4 N10.15 1 N9.99 1 N9.81 2 N8.40 3 N10.19 1
HLL Platinum Advnt Gth Pf HSBC Balanced
Jup Merlin Bal Port Acc LS4.
L&G (PMC) Diversified G17 P N12.78 1 L&G (PMC) Multi-Asset G25 P N12.39 1 L&G Aberdeen MM Bal Mgd G25-P N5.37 4 L&G BlackRock Balanced Inc Ptf N6.23 4 L&G CF 7IM AAP Mod Adv G25 N11.57 1 L&G CF 7IM Moderately Adv G25 N12.02 1 L&G CF Seneca Dvrs Gro G25-Pn N5.51 4
178
2.79 4 10.25 1 4.74 4 6.72 3 6.88 3 10.32 1 8.42 2 5.92 3 6.24 3 9.15 2 15.30 1 14.80 1 15.23 1 5.01 4 10.64 1 5.21 4 9.93 1 8.50 2 7.65 2 11.57 1 12.21 1 11.89 1 7.53 3 7.26 3 7.31 3 7.38 3 12.26 1 5.64 3 12.95 1 4.75 4 4.66 4 7.87 2 11.28 1 - -
2.07 4 3.30 4 2.39 4 8.85 2 6.30 3 4.76 4 5.44 4 4.30 4 3.89 4 10.21 1 11.70 1 10.39 1 9.79 1 8.19 2 9.22 2 8.14 2 7.34 3 7.59 3 8.76 2 6.30 3 6.20 3 8.99 2 6.96 3 8.22 2 9.32 2 7.50 3 7.44 3 6.14 3 6.59 3 8.92 2 8.27 2 9.33 2 7.61 3 7.94 2 16.57 1 15.35 1 9.03 2 9.69 1 7.20 3 6.67 3 8.02 2 8.68 2 8.09 2 7.08 3 4.73 4 5.19 4 7.42 3 14.22 1 10.50 1 8.65 2 11.81 1 11.55 1 6.30 3 6.54 3 10.45 1 10.19 1 7.84 2 7.75 2 10.78 1 7.11 3 7.11 3 10.45 1 9.32 2 8.62 2 10.03 1 5.91 3 9.64 1 7.44 3 12.07 1 16.33 1 5.86 3 4.21 4 - -
1.38 4 10.03 1 5.86 3 7.37 3 9.54 2 9.27 2
1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
Mixed Investment 40% - 85% Shares - continued Canlife Multi Asset Opn Gr PS4 N5.91 4
7.53 4 1059 386 1171 396 1363 324 91 1279 250 1447 227
8.71 4 1087 222 1303 183 1492 154 1806 146 2.00 112 5.16 4 1082 282 1191 384 1404 305 8.83 4 1101
- -
9.84 3 1096 132 1286 234 1473 189 8.01 4 1057 391 1260 306 1459 211 2007
50 1351
13.01 1 1064 372 1386 10.06 3 1083 262 1369 10.39 3 1086 232 1382
64 1503 140 28 1613 44 1575 32 1593
- -
41
- - - -
- 1.98 104 - 2.34 359 - 2.15 231
- 1.78
7.88 4 1069 357 1250 321 1436 247 1790 154 2.18 259 14.17 1 1087 226 1314 153 1511 132 10.98 2 1062 376 1253 317 1424 265 11.47 2 1110
69 2.31 343 - 1.95
69 1927 52 1990
87 1502 144 1947 8.36 4 1082 276 1233 347 1351 333 2162
10.37 3 1098 116 1352 11.18 2 1103
83 1334 79 1377
10.19 3 1094 143 1350
10.38 3 1097 124 1302 187 1432 259 9.27 3 1085 244 1272 271 1403 306 8.80 4 1089 199 1271 272 1388 317 10.96 2 1092 166 1301 193 1442 233 9.86 3 1066 369 1314 154 1459 208
99 1535 106 - - -
95 1526 114 -
-
94 1463 203 1920 79 2014 44 2197 73 2029 - - - - -
61 1567 35 1608 66 1571
-
- 2.14 216 - 2.28 322 - 2.43 381 97 0.45 76 0.46
11.10 2 1082 277 1262 300 1360 327 1680 174 1.71 10.79 2 1091 178 1337
94 2.49 392 21 2.06 165
10.88 2 1085 247 1322 131 1536 103 1874 117 2.11 199 12.35 1 1081 290 1318 144 1484 165 2037 12.37 1 1102
57 2.00 114 99 1.94
65 2.17 250 17 2.17 252 58 2.24 290 - 2.19 267 - 1.81 - 1.83
- 2.18 258 - 2.10 191
10.08 3 1100 102 1280 246 1420 277 1656 175 2.03 138 12.99 1 1044 417 1332 7.80 4 1122 7.48 4 1120
17 1267 287 1423 268 1950 18 1260 305 1410 296 1923
9.02 3 1093 154 1286 236 1423 266 2298 10.87 2 1080 298 1333 - -
- 65 1325 124 1543 98 1269 278 32 1357
40 95
- -
7.38 4 1057 393 1158 397 1346 335 12.36 1 1093 161 1269 281 1522 119 2086 10.53 2 1084 256 1227 356 1439 242 10.80 2 1100 109 1326 119 1613 12.74 1 1106
11.53 2 1090 188 1273 267 1448 226 11.90 2 1090 181 1286 235 1482 168 9.76 3 1087 221 1245 329 10.99 2 1101
- -
10.10 3 1056 395 1282 245 1535 105 13.92 1 1071 350 1363
11.97 1 1058 388 1308 168 10.77 2 1116
49 1679 -
54 1586 63 1685
9.99 3 1089 201 1296 208 1478 180 12.96 1 1025 426 1265 295 1493 152 14.82 1 1089 204 1352
13.91 1 1084 253 1326 120 1621 11.43 2 1085 251 1300 198 1495 150
61 29
- - -
- - - - - - - -
11 2502 -
9 2434 - -
9.96 3 1081 285 1263 298 1433 257 1905 101 2.05 155 10.54 2 1068 359 1287 233 1486 162
9.89 3 1077 316 1266 292 1423 267 1724 169 2.10 197 8.61 4 1129
13.06 1 1088 210 1345
9 1327 117 1462 206 71 1591
10.84 2 1097 122 1307 171 1449 224 9.20 3 1089 191 1278 256 1411 295
9.88 3 1100 106 1309 165 1461 207 11.01 2 1116 11.84 2 1113 10.69 2 1101
5 1432 31 1354
43 1340
12.07 1 1082 271 1414 12.65 1 1071 349 1392 11.51 2 1110 12.15 1 1113
52 1349 40 1370
57 1509 134 81 1571
93 1316 149 1570 11 1704 26 1651 67 1570 43 1613
- 73 1554
57 2157 - -
53 2135 - -
46 1326 123 1526 115 2010 7 1541
97
72 76 4
20 75
-
- - - - - - - -
24 2.46 389 - 2.30 335 - 2.19 272
28 2.26 312 - 2.20 281 - 1.80
9.25 3 1094 149 1269 283 1386 318 1759 159 2.01 121 11.89 2 1112 15.06 1 1143
66 2.24 291 - 2.09 179 - 1.90
- 2.33 357 - 2.21 282 - 1.85
39 2098 89
- -
48 34
9.64 3 1092 167 1284 242 1433 255 1851 132 1.94 9.79 3 1099 112 1288 232 1421 273 1846 135 2.01 122 13.17 1 1081 289 1322 134 13.54 1 1089 205 1343
11.45 2 1089 197 1312 158 1507 136 1954 - -
17 1667 91 1572
15 1388
11.98 1 1094 144 1370 11.55 2 1096 131 1364 10.43 3 1106
3 1399 76 1342 72 1339
27 1519 124 41 1605 48 1587
30 1597 18 1691
8.96 3 1093 150 1269 280 1466 199 12.37 1 1115 11.09 2 1143 12.74 1 1104 12.61 1 1104
67 1298 203 1490 156 34 1384
10.69 2 1092 168 1339
74 1482 171 82 1476 185 83 1595
15 2301 70 1975 - - - - -
45 60
6
9.67 3 1085 248 1274 264 1413 290 1899 103 1.94 5.77 4 1089 209 1206 372 1442 234 7.78 4 1085 250 1230 351 1346 336 2123 7.84 4 1093 151 1267 288 1400 308 14.48 1 1074 338 1404 10.93 2 1089 194 1335 13.85 1 1123
- 2.35 364 33 2.15 235 - 2.26 311 7 1.98
80 2.25 301 - 1.81
- 2.44 385 - 2.44 384 - 2.19 261 - 1.85
49 1848 134 2.02 128 - - -
- 1.87 - 1.94 - 1.94
51 2022 61 2.25 295
9.61 3 1074 335 1261 303 1434 252 1861 127 2.02 129 9.62 3 1074 336 1261 302 1434 253 1862 126 2.02 130 10.43 3 1073 341 1309 166 1538 102 1860 128 2.07 172 10.84 2 1087 228 1317 147 1522 118 2018 10.23 3 1080 299 1294 214 1496 149 1982 11.23 2 1081 294 1323 130 1476 184 2020
64 2.19 262 78 2.07 167 63 2.04 146
9.63 3 1076 322 1250 322 1404 304 1824 140 2.09 183 11.61 2 1067 365 1306 174 1467 198 12.26 1 1101
14.53 1 1100 105 1412 16.95 1 1098 120 1494
10 12.27 1 1124
89 1329 113 1563 14 1675 1 1768
86 1290 220 -
14 1279 249
10.03 3 1054 400 1276 260 30 1291 218
19 1341 76 -
- - - -
- -
82 12 2
- - - -
- -
- - - -
10.41 3 1084 259 1267 285 1462 204 1947 12.35 1 1102 - - 1128
8.98 3 1062 377 1225 359 1409 298 7.72 4 1116 9.30 3 1120
10.42 3 1055 397 1273 268 1455 216
- - - - - - - -
- 2.40 376 - 1.92 - 1.74
- 2.15 232 93 2.27 321 - 2.08 177 -
- - 1.80
- 2.19 269 - 2.02 134 - 2.39 371 - 2.32 354 - 2.02 133
59 14
- 20
- 2.26 308 - 2.26 305 - 2.32 347 40 2.32 351 69
- 2.29 330 - 2.30 338 87 2.14 221 68
98 23
37 41
73 79
22
- - - -
- 2.60 396 91 2.06 163 98 2.06 161 8 2.10 196 - 2.29 334 -
-
- 2.00 113 42 2.00 116 - 2.17 249 - 2.23 285 - 2.05 156 - 2.04 151 - 2.04 149 - 1.83
- 2.26 306 - 2.25 300 1 2.12 210 - 2.10 192 - 2.37 369 - 2.18 256 - 2.12 208 3 2.39 375 - 2.39 372 - 2.08 174
10.75 2 1075 325 1295 210 1499 146 1820 142 2.09 185 13.49 1 1082 274 1305 175 1589
- 75
Discrete performance % growth and quartile 1 year to March
2015 2014 2013 16 81
1 2
11
L&G Ex Managed SH G17 (inet) N7.52 4 L&G F&C MM Lifestyle Bal G25-P N10.25 1 L&G F&C MM Lifestyle Ct G25-P N9.54 2 L&G F&C MM Nav Prgrssive G25-P N6.34 4 L&G Fidelity MM Growth Pflo N6.75 4 L&G FP Vbtm Pfl 5 Gro G25-Pn N8.87 2 L&G FP Vbtm Pfl 5 Inc G25-Pn N11.80 1 N6.08 4
L&G FP Vbtm Pfl 6 G25-Pn
L&G Henderson MM Managed G25-PN7.35 4 L&G Invesco Perp Managed Inc N10.83 1 L&G IP Aber M Ass exProp SH(i) N8.05 3 L&G IP GLG Balanced SH (inet) N10.09 1 N8.56 3
L&G IP Newton Balanced L&G Jupiter High Income
L&G IP Newton Balanced SH (i) N8.40 3 N7.52 4
L&G Jupiter Merlin Balanced Pf N11.02 1 L&G Multi Manager Balanced N7.17 4 N8.58 3
L&G Neptune Balanced Lloyds TSB Island Pension
Lloyds TSB Managed
24 26
L&G Thread Glo Equity & Bond N9.42 2 Y8.43 3 Y7.95 3
LV= 7IM AAP Mod Adventurous S2 N12.74 1 LV= BlackRock Consensus 70 S2 N8.83 2 LV= BlackRock Consensus 85 S2 N9.79 2 LV= Cazenove MM Div Bal S2 N4.83 4 N9.82 2
LV= Fidelity MA All Gr S2
LV= Threadneedle Bal Man Pn S2 N9.33 2 LV= Threadneedle Balanc Man Pn N9.07 2 LV= Threadneedle Blcd Mg Pn S2 N9.33 2 LV= Vanguard LS 60% Eq S2 N12.22 1 LV= Vanguard LS 80% Eq S2 N13.36 1 LV=Balanced Consensus S2 N9.95 2 N10.11 1
LV=Cirilium Mod (series 2) LV=Jupiter Merlin Bal S2-P
LV=FidelityMultiAssetOpnGrthS2 N6.88 4 N11.72 1
29
LV=Newton Balanced MA S2 N8.61 3 LV=Sentinel Defensive Pfio S2 N4.41 4 LV=Sentinel Universal Pflo S2 N7.98 3 LV=Threadneedle Mg Ptfl5 Pn S2 N10.12 1 LV=Threadneedle Mg Ptfl6 Pn S2 N11.03 1 N15.23 1
M&GPP Med Trm Bal
Marks & Spencer Intl Managed N10.72 1 MetLife Bal Idx Sec Ret Pfolio N8.47 3 MetLife Bal Mgd Sec Ret Pflo N8.62 3 MetLife Balanced Index Pfolio N9.97 2 MetLife Balanced Managed Pflo N10.27 1 N10.38 1 N9.88 2 N4.95 4
MetLife Balanced Pfl Gross MGM Managed
Midas Div Gr ZPInet
ML BM Jupiter Merlin Bal Pfl G N11.58 1 ML BM Neptune Balanced Grss N9.68 2 NFU Mutual Stakeholder 2 Mixed N5.37 4 NPI Pens GlblCareMgdSer1&2Acc Y11.92 1 NPI Pens Mgd Ser 1 & 2 Acc Y7.54 4 OMW AXA Fram Mgd Bal Pen N5.28 4 OMW Baring Dyn Capital Gro P N6.00 4 OMW BlackRock Bal Growth Pfl P N6.04 4 OMW BlackRock Consensus 70 N8.16 3 OMW BlackRock Consensus 85 N9.11 2 N5.93 4
OMW BRock Gl MA Inc-P
OMW BRock Gl MA IncSP-P N6.76 4 OMW CF Miton Dvsfd Growth N5.29 4 Y7.68 3 N8.23 3
OMW DM Balanced
OMW Ecclesstcl Higher Inc OMW F&C MM Lyfstl Blncd
OMW F&C MM Lyfstl Caut
OMW Elite CAM Blncd Dics Pfl P N3.52 4 N10.10 1 N8.99 2
OMW F&C Navigator Progrv N5.72 4 OMW Fid MoneyBuilder Bal N9.32 2 N11.44 1 N8.20 3 N5.37 4
OMW FP Verb Pflo 5 (Inc)-P OMW FP Verb Pflo 5 Gro-P OMW FP Verb Pflo 6-P
OMW Henderson MM Mgd Pn N7.06 4 OMW HSBC World Ind Balanced Pn N12.00 1 OMW HSBC World Ind Dynamic Pn N14.30 1 N11.36 1 N7.18 4
OMW Index Balanced OMW Jupiter High Income
OMW Jupiter Merlin Balanced-P N10.36 1 OMW L&G MM Balanced Trust N6.47 4 OMW M&G Episode Growth N8.59 3 OMW Margetts Sent Defensive N3.33 4 OMW Margetts Sent Universal N6.75 4 N3.02 4 N8.23 3
OMW Marl Bal-P OMW Neptune Balanced
OMW Old Mutual Cirilium Mod-Pn N9.32 2 OMW OM Generation Target 4:4-P N5.07 4 OMW OM Generation Target 4:6-P N1.97 4 N6.98 4
OMW OM Managed
OMW Prof Schroder Man Bal Pen N9.17 2 OMW Schdr Managed Balanced-P N8.27 3 OMW Schroder MM Divsty Bal Pn N3.35 4 OMW Sinfonia Balance Man N8.29 3 OMW Sinfonia Inc & Growth N7.21 4 Phnx SCPK Mngd Pen 40 - 85 Y9.33 2 Phoenix Alba LASIA Managed Y7.67 3 Phoenix Alba LASPEN Discr Y7.21 4 Phoenix Alba LASPEN Mixed Y6.52 4 Phoenix BULA ACI Managed Y7.29 4 Y7.19 4
Phoenix BULA Managed
Phoenix Century Managed 4 Y7.53 4 Phoenix LL Pens Mxd Ser P Y8.75 3 Y8.50 3
Phoenix P Managed 8
Phoenix Pearl Pens ret MgdSer1 Y9.21 2 Phoenix SCP Extra Income (K) Y8.74 3 Y9.27 2
Phoenix SCP Managed (E) Phoenix SM Growth
Phoenix SM SH Growth
Phoenix SCP Managed Growth (K) Y9.30 2 N9.10 2 N9.42 2
PhoenixCent CLNALMngdPen 40-50 N8.14 3 PHX P Baillie Gifford Mngd Pen Y8.96 2 PHX SM Fidelity Mngd Pension N10.66 1 PHX SM Inv Perp Mngd Pension N10.45 1
11.56 1 7.76 2 8.42 2 8.44 2 13.41 1 3.80 4 7.44 3 6.04 3 6.30 3 9.83 1 11.30 1 1.89 4 14.00 1 5.41 4 5.38 4 15.58 1 5.06 4 1.65 4 5.68 3 9.49 2 5.55 4 5.59 4 8.55 2 - - - -
11.64 1 3.06 4 7.72 2 7.30 3 7.29 3 5.33 4 6.76 3 8.80 2 7.26 3 3.75 4 4.92 4 5.62 3 5.13 4 9.48 2 7.09 3 7.17 3 6.05 3 9.63 1 8.02 2 10.14 1 9.71 1 12.05 1 9.17 2 6.39 3 8.82 2 5.58 4 5.60 3 8.33 2 15.54 1 5.82 3 10.11 1 5.33 4 7.37 3 3.00 4 4.93 4 5.03 4 5.88 3 9.01 2 9.50 2 4.91 4 5.02 4 8.47 2 8.23 2 12.74 1 8.77 2 5.57 4 6.71 3 5.67 3 9.32 2 3.74 4 4.48 4 8.73 2 16.51 1 4.40 4 0.63 4 6.13 3 3.72 4 8.73 2 6.13 3 5.08 4 6.38 3 5.65 3 5.12 4 12.93 1 9.45 2 8.57 2 10.86 1 6.03 3 6.22 3 11.06 1 9.28 2 10.53 1 12.10 1 8.71 2 10.33 1 9.25 2 7.86 2 9.92 1 8.39 2 12.69 1 10.86 1 10.93 1 10.94 1 10.90 1 9.70 1 7.35 3 3.11 4 13.80 1
PENSION FUNDS 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 7.61 4 1098 118 1318 143 5 yrs 10 yrs
Mixed Investment 40% - 85% Shares - continued L&G Close Balanced Pfl G25 P N9.82 2
- -
9.47 3 1095 135 1300 199 1439 239 10.74 2 1063 373 1336
8.39 4 1067 363 1201 376 1406 303 8.89 4 1089 207 1274 265 8.85 4 1118
82 1330 105 1480 175 89 1454 217 -
25 1291 217
11.67 2 1073 339 1317 145 1416 282 13.26 1 1108
8.90 3 1061 380 1228 353 56 1397
11.90 2 1081 297 1232 348 1480 174 2059 10.34 3 1101 101 1385
19 1577 29 1627
42 1623 28 94 49 1312 159 1503 142
- -
- - -
65
10.20 3 1075 328 1277 257 1436 248 1898 105 1.90 11.24 2 1103
- -
- - - - - - - -
8.09 4 1086 242 1237 343 1359 328 8.51 4 1084 258 1239 338 1361 325 2170 10.23 3 1075 329 1370 12.50 1 1110
25 1969 -
3.39 4 1072 348 1126 400 1264 351 5.83 4 1086 239 1214 368 1444 231 10.28 3 1094 148 1321 136 1545
13
- - 1088 212 - - 1098 121 - - 1048 415 - - 1098 117
16 7
- - - - -
- -
- - - - -
- -
12.45 1 1093 156 1324 127 12.17 1 1091 180 1313 157
11.55 2 1100 110 1334 15.33 1 1101
9.03 3 1069 355 1209 370 1433 256 13.79 1 1117
96 1362 27 1334
93 1410 297
8.07 4 1086 234 1240 337 1365 323 7.43 4 1044 416 1179 392 1275 350 10.20 3 1080 303 1303 186 1452 220 11.82 2 1101 13.64 1 1110 11.11 2 1152 10.77 2 1107
95 1319 142 1488 161 48 1352 1 1358 62 1345
62 1562 53 1670 72 1615
80 1424 74 1373
10.49 3 1085 249 1295 211 1470 197 13.05 1 1086 233 1352 12.33 1 1100 108 1355 15.23 1 1103 13.93 1 1104
60 1532 107 56 1590 9 1672 -
38 29 1330 107
11.26 2 1054 402 1270 276 1440 238 13.19 1 1119
6.30 4 1097 126 1231 349 21 1464
- - -
3 1686
- - -
9.23 3 1059 384 1215 366 9.97 3 1068 361 1243 332
- - - - -
97 1329 109 36 1278 255
20 4
- -
9.98 3 1090 187 1297 204
8.33 4 1082 275 1251 320 8.11 4 1054 401 1204 374 11.14 2 1071 351 1301 196 - - 1120 - - 1143
11.19 2 1114 39 1346
8.81 4 1072 347 1359 11.55 2 1104
2.36 4 1065 371 1097 401
- - -
- -
- -
- - - - - - -
- -
- - - - - - -
- -
- - - - -
12.11 1 1093 155 1315 152 1489 158 - - 1122 - - 1134
92 1543 -
50
96 -
83
- - - - - - - - - - - - - - - - - - -
- 2.14 224 47
- 2.34 360 - 1.92
56
- 2.14 223 - 2.16 239 - 1.91
54
- 2.02 136 - 2.43 383 - 2.19 268 - 2.30 339 52 2.15 234 82 2.08 175 - 2.10 198 20 2.05 158 - 2.32 348 - 2.21 283 - 2.64 399 - 2.42 379 - 2.14 220
8.52 4 1084 257 1242 336 1361 326 1754 163 2.00 115 10.33 3 1080 305 1258 310 1416 284 1843 136 1.98 - - 1127
- - - - -
- - - - -
- -
97 - - - - -
- 1.99 106 - 1.98 103 - 1.99 110 - -
- 2.26 315 - 1.94
71
- 1.99 107 - 2.07 166 - 1.93 - 0.63 - 1.70 - 1.78
10 18
14 2269 36 2107 - - - - -
55 13 -
- - - -
9.45 3 1099 114 1279 247 1444 230 1815 144 1.75 10.51 3 1050 411 1262 299 1438 244 12.88 1 1116
- 1.92
9.70 3 1075 323 1248 324 1421 275 1829 139 1.98 11.88 2 1053 404 1297 205 1549
5.91 4 1060 383 1183 390 1336 340 1739 167 2.32 349 - - 1060 381 - - 1082 283 - - 1091 176
8 2177 93 2118 -
- - - -
10.49 3 1053 403 1268 284 1437 246
- - -
- - - - - -
10.16 3 1057 392 1313 156 1414 289 11.05 2 1093 157 1321 138 1569 8.65 4 1114
- -
- - - - - -
69 1554 52 1618
- - - - -
34 2.26 310 -
- -
- - -
- 2.09 181 - 2.09 184 - 2.07 173
11.66 2 1077 317 1317 146 1524 117 1869 121 2.48 391 14.49 1 1082 272 1300 202 1514 131 8.32 4 1035 418 1178 395 11.27 2 1101
- 2.07 170 - 1.78
- 2.35 365 - 1.95
77 1976 - - - - - -
77 1285 237 1466 200 -
- -
8.15 4 1086 237 1246 328 1418 280 6.17 4 1033 422 1138 399 1202 352 8.88 4 1068 362 1264 296 1376 320 8.94 3 1030 423 1191 385
-
- -
-
- -
- -
-
- 2.17 253 79 1.94
- - - - - -
88 2003 33 1952 - - - - - -
5.40 4 1082 273 1199 378 1415 285 2064 13.71 1 1093 158 1322 132 1520 123 - - 1051 407 - - 1020 427
- -
13.21 1 1070 353 1368 12.70 1 1092 172 1347
45 1589 58
11.73 2 1083 268 1313 155 1474 188 - - 1033 421
68 1536 104 -
9.81 3 1083 267 1261 304 1429 261 8.47 4 1072 345 1235 345 1412 293
-
- - - - - - - - -
- 2.08 176 - 1.93
19 85 72 63
- 2.44 387 - 2.19 264 - -
- -
70 2.33 358 90 2.60 395 - 2.26 313 - 2.67 400 - 2.43 382 - 0.65 - 1.83
28
- 2.29 329 50 2.42 380 - 2.09 188 - -
- -
-
- 2.01 118 - 2.19 263 - 2.17 248 -
- 2.29 331 - 1.93
66
7.85 4 1093 153 1310 163 1482 169 1757 161 2.20 276 8.68 4 1077 319 1279 254 1483 167 1864 124 2.09 182 8.82 4 1072 344 1290 223 1510 133 1874 116 2.26 303 8.39 4 1065 370 1294 212 1541
98 1792 152 2.46 390
9.42 3 1073 340 1276 259 1464 202 1821 141 2.35 363 7.95 4 1072 346 1277 258 1479 179 1849 133 2.61 397 8.56 4 1075 326 1275 261 1485 163 1919 100 2.18 257 11.40 2 1087 218 1307 172 1483 166 1874 118 2.16 246 9.08 3 1085 246 1301 195 1530 110 1966
83 2.20 279
11.61 2 1092 165 1321 135 1516 127 1892 109 2.02 125 10.48 3 1087 220 1354
58 1619 31 1785 156 2.15 236
7.66 4 1093 164 1304 180 1476 183 1755 162 2.22 284 7.86 4 1093 159 1308 169 1481 173 1758 160 2.20 275 8.11 4 1091 177 1308 167 1482 170 1779 157 2.32 355 7.99 4 1094 145 1310 160 1473 190
-
63 1270 274 1414 288 1742 165 1.95 70 1452
86 1687 6 1645
7 2391 21 2220
7.84 4 1081 287 1279 248 1491 155 1878 114 2.16 243 14.32 1 1090 189 1337 11.32 2 1107 15.48 1 1105
- 2.32 350 4 2.44 388 14 2.19 266
84
- -
-
- -
- 2.11 202 10 2.02 126 37 2.27 317 - 2.42 378 - 2.32 352 - 2.41 377 - 2.30 340 - 2.19 265 15 58
- 2.25 296 - 2.51 393 - 2.31 342 18 2.13 212 96
- - -
62 3
- -
4
Figures as at 1 March 2015
Data:
Pension Funds
Closed fund?
Closed fund?
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116 |
Page 117 |
Page 118 |
Page 119 |
Page 120 |
Page 121 |
Page 122 |
Page 123 |
Page 124 |
Page 125 |
Page 126 |
Page 127 |
Page 128 |
Page 129 |
Page 130 |
Page 131 |
Page 132 |
Page 133 |
Page 134 |
Page 135 |
Page 136 |
Page 137 |
Page 138 |
Page 139 |
Page 140 |
Page 141 |
Page 142 |
Page 143 |
Page 144 |
Page 145 |
Page 146 |
Page 147 |
Page 148 |
Page 149 |
Page 150 |
Page 151 |
Page 152 |
Page 153 |
Page 154 |
Page 155 |
Page 156 |
Page 157 |
Page 158 |
Page 159 |
Page 160 |
Page 161 |
Page 162 |
Page 163 |
Page 164 |
Page 165 |
Page 166 |
Page 167 |
Page 168 |
Page 169 |
Page 170 |
Page 171 |
Page 172 |
Page 173 |
Page 174 |
Page 175 |
Page 176 |
Page 177 |
Page 178 |
Page 179 |
Page 180 |
Page 181 |
Page 182 |
Page 183 |
Page 184 |
Page 185 |
Page 186 |
Page 187 |
Page 188 |
Page 189 |
Page 190 |
Page 191 |
Page 192 |
Page 193 |
Page 194 |
Page 195 |
Page 196