Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK All Companies - continued FL Artemis UK Spc Sits S3 EP N-0.66 4
FL AXA Fram UK Gr AP(inet) N5.05 2 FL AXA Fram UK SelOpp AP(inet) N2.26 3 FL AXA FramlingtnUKSelOpS3EP N2.61 3 FL AXA Framlington UKGthS3EP N3.89 3 N5.74 2
FL AXA UK Equity S3 EP
FL AXA Wealth Elite UK Eq XP N5.91 2 FL AXA Wlth TEAMS UK EqTrckr-P N5.96 2 FL Baillie Gifford UK Eq Core N5.10 2 N-3.23 4 N6.68 1 N4.92 2
FL BG UK Eq Alpha AP(inet) FL BG UK Eq Core (inet) FL BG UK Eq Core EP
FL BlackRock UKSpcSits S3 EP N-2.28 4 FL BR UK Eq Idx (Aquila HP) AP N5.93 2 N4.81 2 N6.89 1 N-0.76 4 N-1.94 4
FL BR UK Eq Idx (inet) FL BR UK Equity (inet) FL BR UK Sp Sits AP(inet) FL BR UK SpcSts (inet)
FL Cazenove UK Opp AP(inet) N-2.37 4 Y8.10 1 N5.92 2
FL Conscience (ex NM) FL Elite UK Equity S3 EP
FL Equity (Accumulation) EP Y6.24 2 Y2.46 3
FL Equity (ex L&M) Ex Acc FL Fidelity Spc Sits S3 EP FL Fidelity Special Sits EP
FL Fidelity UK Growth EP FL Fidelity UK Growth XP
FL F&C Stewardship Gr AP(inet) N6.71 1 N2.52 3
FL Fidelity Spec Sits AP(i)-P N2.36 3 Y2.77 3 N3.53 3 N3.28 3
FL Franklin UK BChip GthS3EP N11.86 1 FL Franklin UK Blue Chip Gt XP N11.88 1 FL Franklin UK Sel Gth S3 EP N8.46 1 FL Franklin UK Select Gt XP N8.48 1 N8.12 1 N10.59 1
FL GM UK Equity FL GM UK Equity Focus
FL Henderson Gbl Strat Capital N-1.81 4 FL Invesco Perp HighIncS3 EP N13.93 1 N12.87 1 N14.05 1 N13.59 1
FL Invesco Perp Inc (inet) FL Invesco Perp Inc AP(inet) FL Invesco Perp Inc S3 EP
FL Invesco Perpetual UK Eq XP N14.37 1 FL Invesco PerpHighIncAP(inet) N14.61 1 FL Investc UK Sp Sits AP (i)P N2.51 3 FL Investec UK SpcSits S3 EP N2.09 3 FL JPM UK Dynamic AP (inet)-P N4.27 2 N3.15 3
FL JPM UK Equity AP
FL Jupiter UK Growth AP (i)-P N8.83 1 FL Jupiter UK Gth Fund S3 EP N9.30 1 N3.87 3 N2.44 3
FL Kames Ethical Eq S3 EP FL Kames UK Opps S3 EP
FL L&G Ethical UK Eq Idx inet N6.03 2 FL Liontrust UK Growth S3 EP N7.25 1 N1.67 4
FL Liontrust UK Growth XP FL M&G Recovery AP(inet)
FL M & G Recovery Fund S3 EP N-8.72 4 N-8.06 4 N10.35 1 N10.24 1 N10.09 1
FL Newton Income (inet) FL Newton Income AP(inet) FL Newton UK Equity S3 EP
FL Old Mutual UK Sel MdCp inet N6.28 2 FL Old Mutual UK SelEqAP(inet) N3.91 3 FL Old MutualUKSelMidCapS3EP N6.36 2 N3.97 3
FL Premier Ethical EP FL Rainbow Eq Inv I EP
FL Premier UK Alpha Gth EP N4.58 2 Y6.91 1 N6.14 2 N5.70 2
FL Schroder Equity S3 EP FL Schroder Equity XP
FL Schroder UK AlphaPlusS3EP N1.58 4 FL SchroderUKAlphaPlusAP(inet) N1.52 4 N7.42 1 N5.37 2 N2.20 3 Y-1.01 4 N5.67 2
FL Stewardship NGP (inet) FL UK Equity AP
FL UK Equity NGP (inet) FL UK Index Tracking Cap FL UK Tracker AP
Guardian Choices UK Equity Y2.82 3 Y2.82 3 N10.76 1 N4.18 2
Guardian PM UK Equity
Halifax (DP) IP Opportunities Halifax (SP) 2000 Pelican
Halifax (SP) 2000 Special Sits N-5.00 4 Halifax (SP) 2000 UK FTSE 100 N4.81 2 Halifax (SP) 2000UK FTSE AllSh N4.74 2 N10.30 1 N0.70 4 N3.65 3 N-0.76 4
Halifax (SP) IP Opportunities Halifax (SP) IP UK Growth Halifax (SP) IP UK Index Hartford BR UK SpecSits
HSBC FTSE All Share Tracker N3.97 3 N4.02 3 N14.38 1 N13.50 1 N12.09 1 N11.07 1 N6.79 1 N3.30 3
HSBC UK Equity
Inv-Perp UK Equity Gross Invesco Perp Hg Inc (inet) Invesco Perp UKEqPen(inet) Invesco UK Eq
JPM Lf UK Dscpd Eq (inet) Kames Ethical Eq ZPInet
L&G (PMC) Ethical UK Equity N5.59 2 L&G (PMC) UK Eq 5% Cap Passive N5.83 2 L&G (PMC) UK Equity Index N5.73 2 L&G AEGON Ethical Equity G25 N5.47 2 L&G All RCM UKEqSH Gen17(inet) N-0.82 4 N0.77 4 N1.87 3
L&G Artemis Capital L&G Artemis UK Growth
L&G Artemis UK Spec Situations N-0.52 4 L&G AXA Fram UK Select Opps N2.55 3 N4.39 2
L&G BlackRock UK
L&G BlackRock UK Dynamic N0.01 4 L&G BlackRock UK Special Sits N-0.67 4 L&G Ex Equity SH G17 (inet) N3.01 3 L&G Ex Ethical SH G17 (inet) N6.78 1 L&G Ex UK Eq Idx SH G17 (inet) N3.80 3 L&G Ex UK Recovery SH G17 (i) N-4.96 4 L&G F&C Stewardship Growth N8.13 1 N12.34 1
L&G Fidelity UK Select L&G Growth
L&G Franklin UK Opps G25-Pn N8.95 1 N5.80 2
L&G HSBC UK Growth & Income N5.93 2 L&G Invesco Perp High Income N13.37 1 N13.00 1
L&G Invesco Perp Income
22.13 2 20.91 2 21.02 2 21.65 2 18.83 2 15.24 3 15.48 3 13.80 3 16.22 3 18.66 2 14.87 3 16.00 3 16.16 3 13.76 3 12.56 4 13.87 3 14.51 3 15.95 3 22.95 1 19.20 2 15.44 3 17.94 3 10.19 4 18.21 2 21.58 2 21.19 2 21.80 2 16.73 3 16.46 3 15.81 3 15.82 3 14.32 3 14.22 3 10.60 4 9.84 4 10.39 4 18.75 2 18.86 2 20.33 2 19.58 2 20.03 2 19.60 2 17.92 3 17.36 3 24.80 1 27.37 1 26.12 1 25.95 1 28.89 1 24.56 1 13.96 3 12.39 4 12.51 4 13.08 4 13.86 3 10.78 4 12.08 4 11.64 4 32.01 1 27.69 1 32.87 1 35.34 1 21.04 2 14.07 3 18.34 2 17.71 3 20.16 2 19.03 2 19.64 2 15.01 3 9.92 4 6.34 4 12.73 4 15.20 3 15.20 3 18.45 2 13.41 4 13.63 4 9.77 4 12.02 4 21.23 2 19.78 2 21.08 2 15.59 3 12.49 4 13.21 4 20.35 2 18.25 2 19.43 2 21.49 2 12.36 4 29.56 1 14.75 3 14.02 3 13.66 4 28.57 1 -0.69 4 29.03 1 29.87 1 23.22 1 20.68 2 16.82 3 3.21 4 15.04 3 16.37 3 23.93 1 12.15 4 24.06 1 18.81 2 15.13 3 14.57 3 18.13 3 13.43 4 18.06 3 19.09 2
15.92 2 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs 993 572 1406 308 1727 278
12.76 3 1050 260 1432 278 1802 206 10.86 4 1023 474 1372 369 1916 110 11.40 4 1026 448 1391 335 1963 11.81 3 1039 363 1380 352
-
11.52 3 1057 203 1359 405 1602 416 14.84 2 1059 193 1405 312 1729 275
968 634 1325 491 1797 208 977 613 1298 559 1794 212
992 575 1333 475 1836 175 981 605 1283 580 976 615 1586
- 94 2200
- - -
79 2633 -
- -
-
- - -
- 2.70 91
- 3.08 389 - 2.97 261 24 2.97 257 - 3.05 351 - 3.06 372 - 2.71
13.55 3 1060 187 1369 379 1651 360 2139 115 2.99 286 16.56 2 1051 255 1424 284 1870 147 15.38 2
- 3.00 298 - 3.76 643
14.29 2 1067 152 1400 325 1801 207 2112 127 3.20 500 16.71 2 1049 269 1420 289 1869 150 2207 14.36 2
87 3.00 301 - 3.02 322
12.57 3 1059 190 1357 411 1638 373 2124 123 3.01 321 12.36 3 1048 284 1326 488 1565 468 1925 189 2.99 294 9.37 4 1069 143 1331 477 1600 420 2188 17.28 1 12.83 3 32.11 1
- 12
- - -
93 3.14 455 - 3.08 394 - 3.40 573 - 3.13 444
17.81 1 1081 106 1518 168 1857 162 1926 188 2.78 115 14.74 2 1059 192 1403 316 1726 280 2134 119 2.71 12.90 3 1062 173 1415 297 1687 319 2107 128 3.10 423 11.31 4 1025 461 1257 608 1477 549 1836 234 2.89 186 17.50 1 1067 151 1482 215 1769 242 26.33 1 1025 455 1575 101 1715 292 25.80 1 1024 468 1561 113 1690 314 26.57 1 1028 435 1584
- - -
8.51 4 1035 392 1311 529 1556 482 1936 182 3.55 598 8.31 4 1033 406 1303 551 1540 503 11.05 4 1119 11.03 4 1119
95 1730 273 2487 -
45 1439 270 1721 286 44 1439 269 1721 285
12.13 3 1085 100 1390 337 1678 333 12.12 3 1085
97 1389 338 1678 335
15.04 2 1139 13.59 3 1129 15.79 2 1140 14.98 2 1136 12.18 3 1144 16.04 2 1146
982 599 1270 596 1540 500 9 1556 122 1914 111 34 1524 162 1850 167 7 1589
92 1974 91 1991 71 62
16 1562 107 1916 109 5 1540 142 1873 142 2 1591
17.86 1 1025 459 1425 283 1733 270 17.14 1 1021 489 1403 315 1686 320 16.57 2 1043 330 1517 170 1879 135
91 1698 86 1717
18.31 1 1039 364 1584
35 2040 29 2085 96 2030
-
44 24 52
- 90
- - - -
- 3.55 601 - 3.00 303 - 3.01 317 - 2.90 192 - 2.90 190
11.77 3 1081 105 1337 463 1589 434 2104 131 3.12 441 12.24 3 1106 17.15 1
61 1363 396 1631 379 1865 224 3.14 451 - - - - - - - - - -
- 2.86 171 - 2.23 - 2.31 - 2.21 - 2.21 - 2.10 - 2.25 - 2.63 - 2.63
18.34 1 1032 415 1555 126 1879 134 1982 164 2.94 234 23.72 1 1088 24.70 1 1093
11.15 4 1024 463 1418 293 1635 376 13.12 3 1060 185 1367 388
13.99 2 1072 129 1374 365 1951 14.00 2 1017 508 1304 547 1851 166 2.33 4 3.08 4
913 664 1056 645 1310 595 919 656 1079 636 1357 580
12.49 3 1104 14.52 2 1102 14.00 2 1101
24.67 1 1063 172 1749 22 -
- - - - - - - - -
15.89 2 1039 360 1538 145 1957 25.59 1 1064 169 1775 20.95 1 1040 351 1702
14 2377 33 1999
85 2
- - - - -
- - - -
- 3.33 552 - 3.16 470
- 3.20 498 - 2.99 282 - 3.19 489 - 3.23 514 - 2.60 - 2.39 - 2.68 - 2.68
64 1375 364 1579 449 2131 121 2.91 206 68 1415 296 1648 364 71 1401 323 1620 395 -
59 2398
- 2.85 158 - 2.84 152 - 3.86 649 - 2.94 235 - 3.61 615 54 3.19 490
7.39 4 1046 310 1359 404 1667 343 1874 221 3.07 385 12.47 3 1069 141 1372 373 1609 405 1995 158 2.90 195 13.08 3 1061 179 1420 291 1699 304 12.69 3 1057 209 1402 320 1665 348 22.25 1 1016 512 1492 203 1830 178 19.98 1 1015 514 1450 258 1726 281
- 3.10 424 - 3.10 412 - 3.16 472 - 3.15 466
17.77 1 1074 123 1514 173 1845 169 1885 215 2.84 147 13.08 3 1054 239 1370 375 1637 374 2054 137 3.01 319 11.03 4 1022 481 1247 611 1459 557 1792 253 2.89 185 9.93 4
990 582 1157 630 1360 579 1608 276 2.93 229
13.67 3 1057 212 1354 419 1627 383 2145 108 2.92 219 10.72 4 1028 432 1311 526 1559 476 1966 174 2.91 202 10.72 4 1028 433 1311 527 1559 477 1965 175 2.91 201 15.52 2 1108
57 1516 171 1774 234 2684 15 3.16 468
12.04 3 1042 337 1324 495 1562 471 1880 219 2.90 194 7.97 4
950 649 1166 626 1298 598 1499 285 2.84 149
10.29 4 1048 282 1269 597 1488 542 1814 242 2.90 191 12.16 3 1047 289 1316 514 1560 472 1927 186 2.95 240 15.21 2 1103
66 1541 141 1853 165 2631 992 576 1333 474 1862 156 -
11.39 4 1007 544 1344 449 1552 489 1536 284 2.82 128 15.33 2 1037 377 1447 262 1805 201 2217 16.21 2
27 3.42 578 83 3.13 447
- 3.05 354
11.83 3 1040 352 1308 535 1540 501 1989 161 3.04 340 12.76 3 1040 348 1328 485 1570 463 1791 254 3.05 359 12.69 3 1144 13.90 2 1135 8.77 4 1121 15.66 2 1111
21 1529 158 1870 146 42 1456 250 1726 279 55 1561 111 2047
11.15 4 1068 148 1334 470 1571 460 16.23 2 1033 405 1556 124 1974 16.20 2 1056 220 1408 304 1642 370 12.45 3 1058 198 1357 408 1663 351 11.36 4 1057 204 1338 460 1624 390 17.09 2 1055 226 1588 3.58 4
93 2027 24.73 1 1008 541 1622
12.84 3 1019 503 1493 201 1965 14.63 2
995 570 1405 311 1715 291 993 573 1309 533 1788 221 72 54
77 1918 106 77
4 1551 129 1904 118 2965 - -
41 2432 - - - - - -
2 2.10 - 2.37 - 2.51 48 2.41
5
44 49 47
10.42 4 1025 451 1367 389 1885 128 9.27 4 1044 324 1333 476 1472 553 2.94 4 1000 556 1063 644 1196 612 14.53 2
992 580 1020 657 1159 614 1472 286 1.36 - - - - - - -
- 3.39 569 - 3.00 300 - 3.11 427 - 3.14 454 - 3.15 457 - 3.15 459 1
- 3.68 633 - 3.01 320 - 2.82 129 - 3.05 363 - 3.14 453 - 2.72
- 3.28 533
10.17 4 1030 421 1321 503 1467 554 1888 212 3.09 403 17.13 1 1068 149 1550 130 1873 141 2060 136 3.16 471 12.02 3 1038 367 1304 548 1544 494 1937 181 3.07 382 10.69 4
17.24 1 1081 104 1506 182 1819 190 10.89 4 1123 10.40 4 1090
38 1434 274 1758 254 89 1378 356 1643 367
4.64 4 1058 201 1308 536 1390 571 11.84 3 1059 191 1344 448 1559 475 13.57 3 1134 13.90 2 1130
950 647 1305 540 1404 567 1929 185 3.30 539 - - - - - - -
25 1520 167 1871 145 30 1533 155 1875 139
- 2.93 222 - 3.17 480 - 3.04 346 - 2.98 280 - 3.10 413 - 2.25 - 2.23
Data: Figures as at 1 March 2015
57 46 82 81
16 41 13 12 4
28 66 65
- 2.80 121 - 3.10 420 - 3.10 426 41 3.10 422
94
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK All Companies - continued L&G Invesco Perp UK Aggressive N1.68 4
L&G Invesco Perp UK Growth N5.28 2 N2.55 3
L&G Investec UK Spec Sits 96
L&G IP Aber UK Equity SH (i) N4.31 2 L&G IP GLG UK Sel SH G17 (i) P N7.29 1 L&G IP Henderson UK Alpha (i) N5.61 2 L&G IP Investec UK Bl Chip (i) N-4.63 4 L&G IP JPM UK Dis Eq SH G17(i) N5.36 2 L&G IP Nwtn UK Eq SH G17 (i) P N9.86 1 L&G IP Schroder UK Alpha Pl(i) N1.97 3 L&G IP Schroder UK Mid 250 (i) N-2.81 4 N8.51 1
L&G JO Hambro UK Opps
L&G JPMorgan UK Equity G25 P N- 4 L&G Jupiter Undervalued Assets N6.53 1 N3.77 3 N7.24 1 N-7.50 4 N-0.77 4 N10.35 1
L&G Lazard UK Alpha L&G Liontrust UK Growth L&G M&G Recovery L&G M&G UK Select
L&G Newton UK Equity G25
L&G Old Mutual UK Sel Mid Cap N7.60 1 L&G Schroder Core UK EqG25-Pn N-0.77 4 N4.79 2 N5.40 2
L&G Schroder Recovery L&G Schroder UK Equity
L&G SchroderMM UKGrowthG25-Pn N1.45 4 N-2.86 4
L&G Standard Life UK Opps L&G UK Alpha
Lloyds TSB FTSE 100 Lloyds TSB UK Equity
L&G SVM UK Opportunities N2.25 3 N-5.49 4 Y4.53 2 Y2.45 3
LV= Cazenove MM UK Gro S2 N1.77 4 N-9.98 4
LV= L&G UK Alpha Trust S2 LV=Artemis Capital S2
LV= Threadneedle UK Gro Pn S2 N10.65 1 N0.20 4
LV=Artemis UK Special Sits S2 N-1.00 4 LV=BlackRock UK Dynamic S2 N3.48 3 LV=BlackRock UK Special Sit S2 N-1.19 4 LV=Fidelity Special Sits S2 N3.17 3 LV=Inv Perp High Income S2 N14.40 1 N13.88 1
LV=Inv Perp Income S2 LV=Jupiter UK Growth S2 LV=M&G Recovery S2
LV=Inv Perp UK Aggressive S2 N1.29 4 N9.90 1
LV=Liontrust UK Growth S2 N7.62 1 N-8.17 4
LV=Newton UK Opportunities S2 N10.59 1 LV=Schroder UK Alpha Plus S2 N2.88 3 LV=Schroder UK Mid 250 S2 N-2.81 4 N5.39 2 N-8.33 4 N6.19 2 N3.52 3 N5.69 2 N6.23 2 N7.90 1 N5.53 2
LV=UK Equity Tracker S2 M&G Pooled Pen Recovery M&GPP Light Green M&GPP UK Eq
M&GPP UK Eq 350 Pass M&GPP UK Eq Dividend M&GPP UK Eq Growth M&GPP UK Eq Passive
Marks & Spencer UK Balanced Eq N4.65 2 Medical Sickness UK Equity Y5.20 2 N-0.05 4
MetLife Artemis Capital
MetLife Artemis New Enterprise N-1.44 4 MetLife Artemis UK Spec Sits N-1.33 4 MetLife BM M&G Recovery Gross N-7.59 4 N4.08 3 N-0.42 4
MetLife BR UK MetLife BR UK SpecSits
MetLife Invesco Perp Income N13.50 1 MetLife Investc UK Spec Sits N2.04 3 N10.25 1
MetLife Jupiter UK Growth
MetLife Schroder UK Alpha Plus N3.37 3 MetLife Schroder UK Mid 250 N-2.55 4 N5.02 2
MetLife UK Equity Index
ML BM Artemis UK Spec Sits G N-0.19 4 ML BM AXA Fram UK Sel Opps G N3.94 3 ML BM Fidelity Spec Sits Grss N3.54 3 ML BM Invesco Perp Inc Grss N13.76 1 ML BM Jupiter UK Growth Grss N10.74 1 ML BM L&G UK Alpha Trust Grss N-8.42 4 ML BM Majedie Asset UK Eq Grss N4.73 2 ML BM Schroder UK Alpha Plus G N4.03 3 ML BM Schroder UK Mid 250 Grss N-1.82 4 NFU Mutual Stakeholder 2 UK Eq N2.64 3 NPI Pens UK Eq Ser 1 & 2 Acc Y4.90 2 N3.53 3
OMW Aberdeen UK Eq-P OMW Artemis Capital
OMW Allianz UK Mid-Cap Pn N4.32 2 N0.41 4 N2.42 3
OMW Artemis UK Growth
OMW AXA Fram UK Gth (Acc) N3.93 3 OMW AXA Fram UK Gth Pen N3.95 3 OMW AXA Fram UK Sel Opps Pen N2.03 3 N5.67 2 N3.97 3 N4.67 2 N2.65 3
OMW Baring UK Growth OMW BR UK
OMW Ecclesstcl Am UK OMW Ecclesstcl UK Eq Gth
OMW F&C Res UK Eq Growth N7.14 1 N1.36 4
OMW F&C UK Alpha OMW Fid UK Growth
OMW Fdlty MoneyBuilder Gro-P N8.68 1 N3.58 3 Y2.89 3 N11.82 1
OMW Fidelity Special Sits OMW Fidelity UK Select
OMW Franklin UK Managers Fcs-P N7.16 1 N3.22 3 N8.78 1 N6.89 1
OMW Franklin UK Mid Cap OMW Franklin UK Opps-P OMW Henderson UK Alp-P
98
OMW Hndrsn UK Eq Inc & Gro-P N0.84 4 N5.19 2 N6.36 1
OMW HSBC FTSE 100 Idx OMW HSBC FTSE 250 Idx
OMW HSBC FTSE All Share N5.41 2 N4.60 2
OMW HSBC UK Freestyle OMW Inv Perp High Income
OMW Inv Perp Income OMW Inv Perp UK Growth OMW JPM Mid Cap IT
25 18
OMW JPM UK Dynamic OMW Jupiter UK Growth
OMW HSBC UK Gth & Income N5.37 2 N11.66 1 N12.39 1
OMW Inv Perp UK Aggressive N1.11 4 N4.33 2
OMW Investec UK Spec Sit Pen N2.16 3 Y2.09 3 N4.77 2
OMW JPM UK Strategic Eq Inc-P N2.75 3 N9.66 1
39.81 1 30.47 1 17.04 3 10.65 4 23.06 1 20.70 2 19.45 2 13.48 4 11.48 4 19.19 2 34.65 1 15.21 3 8.62 4 24.51 1 17.18 3 13.29 4 13.04 4 1.51 4 10.89 4 32.34 1 17.05 3 35.15 1 20.98 2 20.41 2 33.08 1 24.80 1 32.19 1 10.37 4 13.30 4 19.18 2 32.03 1 20.73 2 29.93 1 23.93 1 12.60 4 15.36 3 22.04 2 19.22 2 19.92 2 40.22 1 25.04 1 13.10 4 13.76 3 18.56 2 20.48 2 36.55 1 13.10 4 13.73 3 17.61 3 15.71 3 13.30 4 18.93 2 14.41 3 13.50 4 10.25 4 30.54 1 28.93 1 23.19 1 23.34 1 13.75 3 17.06 3 15.15 3 19.51 2 17.21 3 25.84 1 18.75 2 34.73 1 12.34 4 24.43 1 22.11 2 22.66 2 19.86 2 27.84 1 32.87 1 26.09 1 20.53 2 36.99 1 12.25 4 12.41 4 9.80 4 22.45 2 29.58 1 30.38 1 19.20 2 19.11 2 21.94 2 11.76 4 16.52 3 20.42 2 33.50 1 17.85 3 3.20 4 18.97 2 16.19 3 21.62 2 14.50 3 37.07 1 28.86 1 14.35 3
PENSION FUNDS 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs
27.94 1 1017 507 1819 21.41 1 1053 246 1668
5 yrs 10 yrs
5 2039 50 2018
45 55
15.36 2 1025 452 1385 343 1639 372 954 644 1298 558 1547 492 972 624 1668 49 2029
- - -
- -
- 3.67 632 - 3.19 491 - 2.67
13.79 2 1043 329 1313 522 1694 309 2023 148 2.96 251 12.72 3 1073 125 1488 206 1789 219 1882 218 3.13 450 -8.25 4 1056 217 1170 625 1350 582 13.95 2
- 3.33 550 - 3.04 342
11.54 3 1054 242 1334 471 1601 418 1887 213 3.06 371 13.91 2 1099
19.97 1 1020 498 1458 244 1761 250 27.46 1
12.15 3 1085
15.27 2 1000 557 1252 609 1473 552 23.42 1 1065 158 1637
11.09 4 1038 369 1351 430 1584 439 12.34 3 1072 130 1365 393 1932 1.63 4 11.49 3
12.48 3 1104
24.49 1 1076 118 1773 11.03 4
25.70 1 1048 285 1780
925 652 1063 643 1316 592 992 577 1123 631 1316 593 63 1376 361 1577 452 17 2363
992 578 1290 573 1512 525 11 2064
13.45 3 1054 232 1447 263 1784 223 15.65 2 1014 517 1413 300 1690 313 16.95 2
15.12 2 1022 477 1469 233 1881 131 9.79 4
971 626 1512 174 1491 537 945 651 1372 372 1796 210
900 673
- -
- -
- -
76 1395 330 1609 404 2229 - - - - - - - - - - - - - - - - - -
53
96 1402 319 1736 268 68 1775 231 96
4 34
- -
12.82 3 1106
27.34 1 1002 554 1658 16.52 2
26.93 1 1032 414 1598 15.94 2 1144 15.67 2 1139
28.55 1 1013 524 1826 24.98 1 1099
10 1580 75 1718
16.49 2 1106
60 1507 181 1869 151 58 1981
66
5.01 4 1035 395 1223 615 1378 574 15.70 2
990 581 1430 279 1770 241 988 585 1319 508 1828 182 3 1581
86 1753 260 98 1961 99 1945 3 2089 28 2115
13.46 3 1076 117 1381 350 1978 2.91 4
972 625 1725 26 2174
918 657 1075 639 1343 585 62 1527 159 1766 246
21.61 1 1029 429 1507 180 1858 161 29.96 1
12.19 3 1054 234 1337 462 1603 412 4.36 4
13
81 93 21 17 68
- - - - - - - - - - - - - - - - - -
- - -
79 2.82 138 - 3.08 391 - 3.51 592 - 2.57 - 2.57
- 3.09 406 - 3.15 461 - 2.64
- 2.86 166 - 1.74
- 2.82 133 - 3.67 630 - 3.54 597 - 3.64 621 - 3.23 515 - 2.72
- 3.47 585 - 3.00 305 - 4.07 654
9.89 4 1045 315 1268 599 1490 540 1805 247 3.06 369 10.46 4 1025 462 1282 581 1401 568 1754 262 2.92 220 - - 1018 506 - -
- -
- -
- 3.02 327 - 3.49 590 - 2.66
- 3.04 339 - 3.04 341 - 3.09 407 - 2.24 - 2.19
- 3.37 565 - 3.13 446 - 2.59 - 2.67
- 3.17 478 - 3.14 452 - 3.58 609 - 3.02 328
917 659 1088 635 1347 583 2134 117 2.79 116
21.50 1 1062 175 1518 169 1660 354 1647 273 2.92 218 13.66 3 1035 393 1361 399 1654 357 2147 107 2.83 143 13.77 3 1057 210 1362 397 1626 388 17.17 1 1062 174 1480 220 1815 194 14.57 2 1079 110 1414 298 1683 323
- 2.99 285 - 2.73 104 - 3.03 336
13.98 2 1055 222 1365 392 1627 385 2143 109 2.96 255 10.49 4 1046 302 1275 592 1494 534 1817 240 3.07 388 21.30 1 1052 249 1666 26.65 1 15.49 2 15.78 2 1.72 4
999 558 1632
52 1998 72 1942
-
986 591 1402 318 1717 290 987 587 1409 303 1728 277 924 653 1069 641
10.82 4 1041 343 1350 431 1495 533 15.48 2
14.86 2 1135
17.10 1 1020 493 1401 324 1678 334 23.26 1 1103
67 1710 975 618 1698
20.98 1 1034 401 1485 208 1815 193 29.33 1
11.53 3 1050 263 1316 515 1563 470 15.43 2
11.81 3 1039 355 1419 292 25.49 1 1035 389 1594 14.48 2 1138 23.44 1 1107 13.27 3
916 661 1378 355
16.26 2 1047 290 1535 151 20.84 1 1040 347 1515 172 29.15 1
982 600 1737 24
998 559 1434 275 89 23
12 1561 109 58 1748
30 2086 36 2081 -
- - - - - - - -
996 567 1324 493 1826 185 20 1558 118 1910 116
23 26 -
- - - - - - - -
12.91 3 1026 445 1301 554 1513 524
60 2289 - - - - - - - - - - - - - - - - - - - - - -
94 - - 57 2781
74 3.20 496 - 3.47 586 - 2.66 - 2.67
- 2.95 245 - 2.92 212 - 3.05 350 - 2.20 - 2.54
- 3.16 473 - 3.06 367 - 3.51 593 - 2.93 223 - 2.87 173 - 3.11 429 - 3.35 558 - 2.29
- 3.42 577 - 4.02 653 - 3.10 411 - 3.47 587 - 3.59 613 - 2.92 211
12.41 3 1049 274 1325 489 1576 454 1918 191 2.93 228 12.71 3 1035 391 1281 583 1608 406 17.57 1 1043 327 1502 190 2012 24.53 1 1004 550 1620
- 3.35 557 7 3.57 607
12.38 3 1024 464 1501 191 1973 10.53 4 1039 356 1369 377 1682 326 10.57 4 1040 353 1369 380 1680 328 2204 8.85 4 1020 494 1354 417 1889 124 2488
44 2209 - 11 -
75 88
92 1371 374
- - -
78 1888 126 1890 209 3.73 640 73 1897 204 2.96 254 -
- 3.20 499 89 3.18 482 40 3.18 487
10.53 4 1057 211 1305 539 1510 527 1914 194 3.36 561 8.81 4 1040 350 1318 509 1450 562 1781 259 3.12 439 15.91 2 1047 298 1461 242 1810 198 22.38 1 1026 444 1677
16.41 2 1071 134 1470 231 1744 265 4.06 4 1014 520 1088 634 1342 587 13.89 2 1087
93 1473 226
10.56 4 1072 132 1624 19.87 1 1032 409 1594 10.18 4 1088
- - - - -
47 1411 302 1706 297 2208 - - -
67
- -
- -
21.28 1 1008 540 1546 133 2120 9.06 4 1052 250 1261 604 1463 556 19.69 1 1064 168 1560 117 1980
16 2174 - -
- - 2.55
- 3.05 360 - 2.95 237 - 3.20 495 - 3.47 584
7.63 4 1036 386 1295 564 1516 521 1856 226 3.78 645 24.29 1 1029 428 1555 125 1667 344 10.21 4 1118
- 3.35 556 86 3.22 510 - 3.29 536 - 3.66 627 - 3.12 438
20.81 2 -10.09 4 1069 144 1161 629 1346 584 1569 279 3.59 612 26.43 1 9.95 4 22.51 2 12.07 4 12.77 4 13.04 4 17.91 3 18.46 2 39.41 1 30.04 1 16.86 3 52.04 1 25.37 1 20.19 2 27.30 1
96 2.80 122 - 3.32 548 - 3.26 521
10.72 4 1054 231 1308 534 1533 507 1850 229 3.18 481 11.16 4 1046 308 1311 530 1573 458
11.50 3 1054 241 1328 484 1518 519 1706 266 3.21 501 13.53 3 1117 13.48 3 1124
27.03 1 1011 531 1791 20.78 1 1043 326 1639
49 1495 198 1826 186 2681 37 1511 176 1830 179 2654 8 1987 67 1950
65 2582
15.27 2 1022 484 1376 362 1627 386 28.48 1 1021 488 1994
1 2615 79 1691 38 2039
14.79 2 1048 286 1508 178 1868 152 2456 14.45 2 1027 436 1413 299 1672 341 21.16 1 1097
1 2747 -
47 2677
- 3.31 545 16 2.30
21 2.30
91 2122 125 3.29 534 -
32 3.76 642 - 2.75 111
10 4.50 656 45 3.59 610 - 3.16 469 17 3.67 629
187
40 38
52
- -
71
20 6
56 74
53 54
67 2
75
97
72 76
9 50
37
Closed fund?
Closed fund?
Pension Funds
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