Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK All Companies - continued OMW Jupiter UK Special Sits-P N6.48 1
OMW Jupiter Undervalued Ass-P N7.22 1 OMW Kames Ethical Equity Pn N4.82 2 OMW Kames UK Opportunities Pn N3.49 3 N3.20 3
OMW Lazard UK Alpha OMW LT UK Growth-P
OMW M&G Recovery OMW M&G UK Growth
OMW Liontrust Special Sits-P N2.53 3 N6.87 1 N-8.42 4 N6.44 1
OMW Newton UK Equity OMW Newton UK Opps
OMW OM Equity 1
OMW OM Equity 1 SP OMW OM Equity 2 OMW OM Equity 3
OMW Marlborough UK MltCap Gr-P N0.21 4 N10.32 1 N10.78 1
OMW OM Artemis UK Spc Sits-Pn N-1.12 4 OMW OM BRock UK Spec Sits N-0.25 4 N7.55 1 N8.35 1 N2.66 3 N5.79 2 N6.58 1 N4.03 3 N7.15 1 N3.90 3 N4.56 2
OMW OM Equity 3 SP OMW OM UK Equity OMW OM UK Mid Cap OMW Premier Ethical
OMW Premier UK Growth OMW Rathbone Recovery OMW Schroder Recovery OMW Schroder UK Equity
OMW Prof Fid Small Comp-Pn N3.60 3 N1.99 3
OMW Schroder Core UK Equity-P N-1.18 4 N4.22 2
OMW Schroder UK Alpha Plus N3.03 3 N5.84 2 N-2.72 4 N-3.09 4 N7.59 1 N0.59 4 N1.64 4 N10.01 1
OMW Schroder UK Mid 250 OMW Schroder UK Opps OMW SG UK Income OMW SVM UK Growth OMW SVM UK Opps
OMW Thread UK Select Grth OMW UK Dynamic
OMW UK Equity OMW UK Index
Phoenix Alba LASIA UK Eq Phoenix BULA Growth
Phoenix P Equity 8 Phoenix P UK Leader 8
OMW Threadneedle UK Growth N6.49 1 Y5.64 2 Y5.73 2 N6.05 2
Pens UK Eq Trckr Ser 1 & 2 Acc Y4.65 2 Y5.85 2 N4.41 2
Phoenix Centur UK Growth 8 Acc Y6.35 2 Phoenix LL Pens UK Eq Ser P Y8.48 1 Y6.10 2 Y5.88 2
Phoenix Pearl Pens UK Eq SHP N8.56 1 Phoenix R FTSE All Share Tkr 8 Y5.93 2 Y4.57 2 Y0.18 4 Y-2.24 4
Phoenix SCP Blue Chip (E) Phoenix SCP Equity (E) Phoenix SCP Recovery (K)
Phoenix SCP UK Blue Chip (K) Y4.60 2 Phoenix SCP UK Mid Cap (K) Y4.52 2 N4.69 2 N10.66 1 N6.92 1
Phoenix SM Equity Tracker Phoenix SM SH UK Equity Phoenix SM UK Equity
PHX Cen Inv Exempt Mngd Ac Y12.46 1 PHX GT Capital Trust 1 Pen Y3.85 3 PHX R Framlington UK Gr Pen Y5.51 2 PHX SCP(H) UK Equity Pension Y4.85 2 PHX SM Art UK Spl Sitns Pen N-1.79 4 PHX SM Artemis Capital Pension N-0.57 4 PHX SM Fidelity Spl Sitns Pen N2.17 3 PHX SM Fram UK Gr Pension N3.54 3 PHX SM Inv Perp Higher Inc Pen N13.13 1 PHX SM Newton Income Pension N11.24 1 PHX SM Schroders UK M 250 Pen N-3.04 4 Pru (M&G) Index Tracker Ser A N4.90 2 N0.63 4 N-1.70 4
Pru Artemis UK Gro SerA Pru Artemis UKSpcSitSrA
Pru BR M Lyn UK Spec Sit Ser A N-2.27 4 N3.12 3
Pru BRMerrill LynUKSerA Pru Equity A
Pru CIS Sustainable Leaders A N7.67 1 N5.84 2
Pru Framlington UK Sel Opp SA N1.36 4 N13.51 1
Pru INV-Perp Income A Pru Jupiter UK Gro SerA Pru Kames UK Opps Ser A
Pru M&G Recovery A Pru M&G UK Growth A
Pru S1 Equity
Pru Invesco PerpetualHiIncSerA N13.76 1 N9.39 1
Pru Kames Ethical Eq Ser A N3.47 3 N2.28 3 N-8.78 4 N5.39 2
Pru Old Mutual MidCapSerA N6.18 2 N3.19 3
Pru S3 B Giff UK Equity (inet) N6.82 1 Pru S3 BGI UK Equity Idx(inet) N4.91 2 N17.62 1
Pru S3 Invesco Perp Inc
Pru S3 JPM Specialist UK Eq N7.52 1 N12.05 1 N4.99 2 N3.20 3
Pru S3 Newton Income (inet) Pru S3 Socially Resp (inet) Pru S3 UK Equity (inet)
Pru S3 UK Equity Passive(inet) N4.94 2 Pru S3 UK Specialist Eq (inet) N-8.19 4 Pru Schroder Core UK Eq Ser A N-1.88 4 Pru Schroder UK Alpha Pls SerA N1.21 4 N1.03 4 N3.65 3
ReAss AL Artemis UK Gro ReAss AL BR UK Dyn
ReAss AL Cazenove UK Gth & Inc N-1.43 4 ReAss AL Fram UK Select Opps N2.64 3 N-8.75 4
ReAss AL M&G Recovery
ReAss AL Majedie Asst UK Eq N3.70 3 ReAss AL PPB Artemis UK SpSits N-1.44 4 ReAss AL PPB Fidelity Sp Sits N2.42 3 ReAss AL PPB Invesco Perp Inc N12.31 1 ReAss AL PPB Jupiter UK Gro N9.45 1 N9.99 1 N4.63 2
ReAss AL PPB Newton Inc ReAss AL PPB UK Tracker
ReAss AL Rensburg UK Sel Gro N8.47 1 ReAss AL Schroder UK Alpha Pls N2.71 3 ReAss AL Schroder UK Mid-250 N-2.94 4 RLP Baillie Gifford UK Eq ‘A’ N4.19 2 N4.06 3 N3.63 3 N5.53 2
RLP BAQ UK Eq Idx RLP BG UK Eq
RLP BlackRock UK Eq 188
19.60 2 25.64 1 27.82 1 23.57 1 16.76 3 15.60 3 12.89 4 12.69 4 - -
25.89 1 10.66 4 17.32 3 - - - -
32.61 1 33.65 1 17.62 3 21.04 2 21.93 2 25.82 1 33.31 1 35.32 1 - -
22.58 2 23.13 1 16.69 3 34.89 1 19.69 2 20.05 2 37.03 1 23.21 1 20.80 2 31.29 1 23.97 1 20.47 2 18.46 2 23.77 1 20.49 2 12.43 4 11.48 4 14.23 3 14.66 3 15.10 3 18.51 2 15.00 3 10.55 4 19.65 2 12.64 4 9.10 4 24.78 1 22.93 1 9.82 4 25.37 1 11.93 4 13.50 4 14.08 3 22.98 1 29.41 1 19.23 2 17.29 3 22.90 1 28.13 1 21.00 2 19.15 2 17.80 3 9.60 4 34.11 1 11.16 4 29.16 1 24.34 1 14.78 3 16.76 3 22.80 1 15.35 3 20.37 2 19.57 2 18.33 2 25.16 1 28.27 1 23.98 1 13.10 4 17.57 3 32.04 1 15.28 3 14.27 3 12.21 4 18.87 2 20.19 2 9.60 4 17.89 3 15.34 3 12.76 4 12.40 4 15.62 3 19.53 2 29.62 1 11.74 4 16.24 3 20.89 2 12.32 4 24.46 1 22.86 1 21.41 2 18.38 2 26.07 1 10.25 4 10.33 4 13.70 4 19.15 2 35.41 1 15.56 3 12.63 4 15.07 3 13.33 4
1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
18.41 1 1065 160 1508 177 1840 174 2465 22.00 1 1072 131 1643
16.25 2 1048 281 1558 119 1963 8.89 4 1035 394 1393 333 1578 451
- - - 1064 161
989 583 997 561
916 660 1041 651 1276 605 -
-
16.08 2 1002 553 1464 238 12.38 3 1103 14.00 2 1108 - - - -
24.73 1 1076 120 1779 25.65 1 1083 101 1819
- -
- -
12 4
16.43 2 1027 441 1406 309 19.93 1 1058 202 1536 149 20.84 1 1066 156 1570 104
-
- - - - - - -
- 78 -
65 1785 222 1809 245 3.40 571 - -
43 2.89 182 - 3.15 464
10.64 4 1032 411 1333 473 1530 510 1807 246 3.22 509 17.84 1 1025 453 1397 327
11.71 3 1069 145 1348 438 1918 107 2543 0.91 4
- -
- - - - - - -
- -
- -
13.43 3 1040 346 1485 209 1861 159 24.53 1 1071 133 1779 18.69 1 1039 362 1669 - - 1046 312
13 2360 48 1932 -
25.39 1 1036 384 1592 25.34 1 1042 334 1762 973 622 1703 19 2058
8.92 4 1076 119 1416 294 1646 366 1646 275 3.33 551 - - 1006 546
969 630 1533 156 -
- - -
14.58 2 1016 510 1444 267 1824 188 10.41 4 1100
- -
- - 73 1463 240 1804 202 2318 12.85 3 1065 159 1424 285 1809 199 2314 -
- 3.00 302 68 3.13 443 69 3.11 432
18.74 1 1056 215 1553 127 1867 153 2024 147 3.18 485 16.33 2 1057 205 1482 216 1772 238 2002 156 3.15 458 10.48 4 1060 184 1317 512 1553 486 1927 187 3.15 460 11.85 3 1047 301 1305 543 1541 498 1900 201 2.85 163 9.11 4 1058 195 1319 506 1565 467 1855 227 2.94 231 7.64 4 1044 322 1289 574 1540 502 1893 207 3.26 522 9.97 4 1063 170 1346 442 1628 382 2046 139 3.07 380 16.43 2 1085
98 1497 195 1794 211 2002 157 3.18 484
9.89 4 1061 181 1341 456 1612 401 1898 202 3.09 402 9.75 4 1059 194 1285 577 1506 530 1884 216 3.24 516 14.24 2 1086
95 1484 210 1792 216 1973 173 2.59
10.35 4 1046 309 1268 600 1486 543 1782 258 2.92 217 22.73 1 1045 317 1608
978 610 1343 450 1587 436 2173 82 2072
9.46 4 1069 140 1335 466 1578 450 1885 214 2.97 260 20.07 1 1125
11.91 3 1047 296 1311 528 1552 487 1915 193 2.87 175 8.92 4 1107
59 1368 384 1603 411 35 1661
56 2044 19.95 1 1038 366 1612
30 2889 -
43 2613 79 1891 122 2350 11.40 3 1055 224 1402 322 1748 264 2319
25.53 1 1022 483 1552 128 1674 340 2303 27 1521 166 1834 176 2600 29 2333 -
970 628 1671 87
983 595 1393 332 1706 298 977 611 1307 537 1774 235
10.48 4 1031 416 1330 480 1456 558 19.15 1 1077 116 1575 100 1858 160
11 1545 134 1897 119 85 1696
37 2062
17.99 1 1035 397 1566 106 1969 10.64 4 1023 472 1403 317 1617 398 2.26 4
12.66 3 1054 236 1396 328 1656 355 26.45 1 1062 177 1773
912 667 1055 647 1302 596 16 2355
1 1632 73 2033
35 74
- - - -
-
97 2.82 137 3 3.16 475 - 2.98 268 29 2.43
60 3.28 529 67 3.11 434
15.85 2 1048 279 1425 282 1742 267 1939 180 2.79 120 15.21 2 26.05 1
982 598 1391 334 1704 300 2031 144 2.66 994 571 1606
30 2.24
52 1380 353 1583 440 2163 103 2.71 47 2074
84 1882 129 1814 243 3.48 589 73 3.08 390
10.93 4 1035 388 1368 382 1683 324 2115 126 3.08 392 14.13 2 1131 13.16 3 1112 28.51 1
12.74 3 1049 273 1315 518 1539 504 1883 217 2.83 141 14.60 2 1006 545 1489 204 1954 13.97 2 16.49 2
64 3.50 591 - 2.84 150 - 3.03 335
- 2.68
- 2.93 221 - 2.82 134
12.08 3 1058 196 1368 383 1593 428 1960 177 2.74 106 10.97 4 1014 521 1354 420 1888 127 14.93 2 1135 14.78 2 1138 23.89 1 1094
18 1560 114 1917 108 2883 - - - - - - -
6 50
16.47 2 1075 122 1505 184 1780 227 14.54 2 1121
- -
- 3.04 345 4 2.21 - 2.24
- 3.14 456 - 2.97 259 - 3.16 467 - 2.68
- 2.77 113 - 3.64 620
13.38 3 1032 412 1349 434 1627 384 2043 141 2.86 164 15.63 2 1068 146 1411 301 1840 171 2220
12.39 3 1049 271 1323 497 1526 513 2012 153 3.13 445 16.70 2 1176
82 3.11 431 - 2.26
43 1407 307 1595 427 2282
- 3.09 408 75 2.98 274
19.84 1 1050 265 1483 212 1607 408 1562 280 2.89 180 13.16 3 1032 410 1347 439 1608 407 2053 138 2.83 140 13.23 3 1049 268 1340 459 1575 455 2028 146 2.95 236 4.44 4 13.01 3
918 658 1078 637 1337 588 2104 130 2.85 162 981 604 1282 582 1491 539
20.48 1 1012 526 1458 247 1775 232
- -
8.66 4 1026 446 1348 435 1822 189 2390 -0.24 4
913 666 1022 656 1249 610
13.98 2 1037 374 1471 229 1733 271 12.91 3
54 1948
- -
22.61 1 1024 465 1525 161 1621 393 2254 11.95 3 1123 20.43 1 1095 10.87 4 1100
971 627 1660
39 1489 205 1802 204 2588 84 1662
92 2493 -
17.48 1 1027 437 1438 271 1700 303 2526 26.28 1
56 2362
- -
- 3.26 523 - 3.09 401
10.77 4 1010 533 1451 257 1865 154 1784 257 3.02 323 1.08 4 1037 379 1171 624 1279 603 1584 278 3.30 542 9.69 4
986 589 1257 607 1451 561 1741 264 3.59 611 56 3.07 379 - 2.91 208 - 3.07 377
986 590 1367 385 1634 378 2006 155 2.85 157 76 3.29 535 31 2.27
39 3.37 564
8.19 4 1046 306 1249 610 1465 555 1779 260 3.05 355 8.87 4 1085
74 1344 445 1534 505 2017 150 2.84 148 99 1343 452 1573 457 57 2015
- 3.04 344 35 3.41 575 58 3.57 608
16.44 2 1042 336 1402 321 1825 187 2142 112 3.01 313 12.36 3 1041 344 1317 513 1553 484 1894 206 3.05 348 15.20 2 1036 381 1374 366 1780 225 10.64 4 1055 223 1323 498 1591 431
- 3.02 325 - 3.01 315
33 32
11 21
85
23 95
83 73 48
11.35 4 1059 189 1329 482 1569 464 1977 166 3.17 477 10.31 4 1046 311 1258 606 1475 551 1793 252 2.91 210 -0.76 4 1002 555 1241 613 1485 545 1776 261 3.44 580 11.79 3
55
32 2101 -
90 1735 269
16.02 2 1020 497 1457 248 1891 121 10.96 4
5
97 -
- - - - - - - - - - - - -
- 3.39 570 - 3.06 375
34 2.79 119 - 2.98 269 -
-
- -
- -
65 1372 370 1576 453 2151 106 2.90 189 56 1482 217 1708 296 2498 - -
- 3.37 563 38 3.21 503
- -
- 3.79 646 - 3.80 647 - 2.98 270 - 3.45 582 - 3.45 581 - 3.30 540 - 3.88 650 - 3.21 507 -
- 36 2872
18 2463 -
- 3.36 562 - 2.91 198
19.10 1 1030 419 1469 234 1773 237 2660 14.73 2 1058 197 1458 246 1762 248 2195 27.79 1 28.35 1
988 584 1279 586 1481 548 1790 255 3.66 626 5 3.74 641 18 3.64 622 90 3.06 374 44 3.67 631 - 3.39 567
- -
RLP BlackRock UK Eq ‘A’ RLP Fidelity Spec Sit Blnd
RLP Fidelity UK Growth RLP Investec UK Spec Sit RLP InvPer UK Gro ‘A’ RLP InvPerp Hi Inc RLP M&G Recovery
RLP UBS UK Eq
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK All Companies - continued N6.05 2
RLP Close TEAMS UK Eq 1% ‘A’ N2.58 3 N9.81 1 N2.65 3 N1.54 4 N4.81 2 N13.62 1 N-8.53 4
RLP Schroder MM UK Growth N0.91 4 N5.60 2
RLP UK Eq Core+ Schroder UK Eq N4.85 2 RLP UK Eq Spec (InvPerp UK Gr) N3.94 3 RLP UK EqCore+SchroderCoreUKEq N-2.28 4 RLP UK EqSpec Schroder UK Alp+ N2.85 3 N4.75 2 N5.39 2 N2.06 3 N3.47 3
RLP UK Equity RLP UK Ethical RLP UK Mid Cap
RLP UK Special Situations -
RLP UKEq Spec Artemis UKSpcSit N-1.87 4 RLP UKEqCore+ Close UKEq 1% N2.26 3 RLP UKEqCore+ Close UKEq 2% N-0.31 4 RLP UKMidCapSpec FrkUKM250 N2.67 3 Y13.43 1 Y5.13 2
Royal Liver High Yield 2 Royal Liver UK Equity 2
Royal London ANL UK Eqty Pen N5.39 2 N6.63 1
Royal London Equity
Royal London Stkhd UKEqt Trck N5.45 2 Royal London Stkhldr UK Eqty N5.45 2 Sanlam IP Artemis Capital S8 N1.17 4 Sanlam IP Artemis UKSpSitsS8 N-0.42 4 N4.71 2 N-0.39 4
Sanlam IP BR UK Dyn S8 Sanlam IP BR UK SpSits S8
Sanlam IP Fid MnyBlder S8 Pn N6.08 2 N5.71 2
Sanlam IP Fid UK Mgd S8 Sanlam IP Inv Perp Inc S8
Sanlam IP UK Equity S8 Save & Prosper Eq
Sanlam IP HSBC FTSE AS Idx S8 N6.19 2 N13.61 1
Sanlam IP Inv Perp UK Agg S8 N1.88 3 Sanlam IP Newton Income S7 N10.20 1 Sanlam IP Schr UK AlphaPl S8 N3.91 3 N1.51 4 Y4.70 2 N7.75 1 N-2.60 4 N-0.70 4
SCEQ Merlin Discretionary Schroder UK Gr&Inc ZPInet Scot Eq Artemis Capital
Scot Eq Artemis UK Spec Sits N-1.83 4 Scot Eq Baillie Gifford UK Eq N3.73 3 N2.91 3
Scot Eq BlackRock UK
Scot Eq BlackRock UK Dynamic N2.90 3 N-1.76 4
Scot Eq BRock UK Spec Sits
Scot Eq BRockAq UK Eq Idx N4.89 2 Scot Eq Cavendish Opps - Pen N- - N4.52 2 N2.26 3 N6.38 1 N12.93 1 N3.63 3
Scot Eq Ethical
Scot Eq Fidelity Special Sit Scot Eq GLG UK Sel
Scot Eq Invesco Perp Inc Scot Eq JPM UK Eq
Scot Eq Kames UK Opportunities N2.38 3 N2.40 3
Scot Eq Lazard UK Alpha Scot Eq M&G Rec
Scot Eq Legal & General Growth N4.98 2 N-9.19 4 N9.25 1
Scot Eq Newton UK Equity
Scot Eq Schroder UK Alpha Plus N1.96 3 Scot Eq Schroder UK Mid 250 N-3.82 4 Scot Eq Socially Resp Equity N4.32 2 N2.90 3 N5.22 2 N3.90 3 N4.67 2 N2.99 3
Scot Eq UK Eq SelPf Scot Eq UK Equity
Scot Eq UK Equity Tactical Scot Eq UK Index Tracker Scot Wid BR UK S2
Scot Wid Fid SpecSits (2006) 2 N2.24 3 Scot Wid Newton Growth S2 N8.04 1 Scot Widows All Share Trk 2 N4.74 2 Scot Widows Artemis UK Growth2 N0.56 4 Scot Widows Environmental 2 N2.22 3 N-0.26 4
Scot Widows Ethical S2
Scot Widows Fid UK Growth 2 N2.97 3 Scot Widows Henderson UK Alpha N5.67 2 Scot Widows INV-Perp Hi Inc 2 N13.46 1 Scot Widows Jup UnVa Asst 2 N6.61 1 Scot Widows Jupiter UK Gth S2 N9.03 1 Scot Widows MM UK Eq Foc S2 N3.92 3 Scot Widows MM UK Eq Gth S2 N4.53 2 Scot Widows Newton Income 2 N9.53 1 Scot Widows Sch UKMid250 S2 N-4.92 4 Scot Widows Schroder UK Alp Pl N1.92 3 Scot Widows Schroder UK Eq 2 N4.04 3 N2.62 3
Scot Widows UK Equity 2
Scot Widows UK Equity Index 2 N4.64 2 Scottish Eq Ethical Lfstyle-Pn N4.52 2 Scottish Eq M&G UK Growth N4.91 2 Y2.34 3
Scottish Friendly UK Equity
Scottish Widows UK Opps S2 N-4.98 4 SE Aegon BG UK Equity Alpha N- - SE AG MC Active UK Eq ARC-Pn N- - SE AG MC Passive UK Eq ARC-Pn N- - SE F&C Responsible UK EqGr N7.01 1 SIP Henderson UK Alpha S8 P N7.81 1 SIP JPMorgan UK Equity S8 N2.67 3 SIP Kames Ethical Equity P S8 N5.97 2 N-7.79 4
SIP M&G Recovery 8
SIP Marlborough UK PO S8 P N1.66 4 SJP Equity Income Acc (inet) N2.52 3 SJP UK & Gen Prog Acc (inet) N7.27 1 N11.78 1 N2.80 3 N1.99 3
SJP UK Equity Acc (inet) SJP UK Growth Acc (inet) SL Fidelity Special Sits 4
SL SLI UK Eq Unconstrnd S3 N5.80 2 N-0.27 4 Y3.03 3 Y3.71 3 N3.41 3 N14.02 1 N-8.74 4 N2.09 3
SL SLI UK Ethical S4 SLC Eq
SLFC (Cannon) Equity 2 SLFC BR UK
SLFC Invsco Perp Hi Inc SLFC M&G Recovery
SLFC Schrdr UK Alph Pls
13.85 3 15.48 3 16.84 3 15.86 3 16.77 3 31.90 1 18.27 2 11.76 4 19.17 2 11.42 4 19.40 2 30.85 1 15.61 3 18.23 2 14.96 3 18.04 3 32.69 1 24.37 1 22.75 1 15.06 3 16.78 3 30.59 1 18.75 2 15.51 3 14.04 3 14.84 3 11.16 4 14.00 3 29.81 1 24.18 1 12.06 4 15.78 3 12.82 4 20.02 2 13.11 4 19.84 2 40.47 1 9.93 4 20.74 2 14.41 3 20.02 2 6.16 4 15.42 3 28.43 1 24.16 1 15.26 3 16.50 3 3.11 4 14.51 3 12.69 4 - -
29.05 1 21.18 2 23.32 1 18.90 2 7.22 4 24.20 1 16.53 3 16.32 3 12.43 4 10.73 4 19.51 2 37.00 1 24.80 1 17.31 3 15.34 3 17.73 3 11.99 4 11.97 4 21.16 2 10.61 4 12.51 4 30.28 1 22.68 1 20.60 2 16.18 3 20.98 2 18.25 2 23.56 1 26.24 1 15.59 3 17.65 3 1.90 4 37.20 1 19.51 2 21.10 2 13.24 4 10.55 4 29.05 1 17.36 3 26.74 1 8.11 4 - - - - - - - -
21.97 2 26.44 1 31.12 1 13.63 4 16.76 3 17.64 3 15.07 3 20.55 2 21.02 2 20.90 2 31.27 1 - -
12.04 4 12.18 4 16.97 3 18.67 2 12.89 4 19.91 2
PENSION FUNDS 1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs 5 yrs 10 yrs
11.67 3 1061 183 1348 436 1643 368 77 1504 187 1610 403 -
- - 1009 536
915 662 1042 650 -
13 1542 137 -
27 2078 - - -
45 1991
11.01 4 1026 450 1315 517 1620 394 2016 151 3.00 296 17.22 1 1098
6.94 4 1027 442 1272 595 1491 538 1794 251 3.56 603 16.42 2 1015 513 1380 351 24.41 1 1048 283 1720 14.78 2 1136 1.91 4
-
27 - - -
977 612 1273 593 1515 522
8.03 4 1035 396 1390 336 14.91 2
20.10 1 1027 440 1610 13.10 3 1134
66 2273 -
80 1963
- - -
- - - -
20.35 1 1028 430 1463 239 1768 244
63 2188 - -
10 3184 -
80
- 2.99 290 - 2.66 - 2.62
- 2.99 284 - 2.27
- 2.74 110 -
-
11.64 3 1056 219 1314 521 1485 544 1661 272 2.95 242 14.66 2 1048 280 1436 273 1743 266 2140 113 3.12 437 22.99 1 1039 354 1673 12.72 3
92 3.00 297 - 3.28 528 - 3.05 357
11.68 3 1048 287 1345 444 1613 400 1992 159 2.98 265 10.06 4 1054 233 1369 378 1680 329 2452 21.35 1 1021 491 1643
981 603 1384 345 1679 331
- -
23 1523 163 1855 164 2646 64 1959
16.92 2 1057 207 1483 211 1697 307 11.56 3 1062 176 1340 458 14.36 2 1136
- -
27.98 1 1019 502 1832 11.71 3 1102
19.94 1 1039 359 1505 185 1843 170 11.76 3 1015 516 1298 560 1524 515
974 620 1277 589 1509 528 993 574 1608
982 601 1404 314 1683 322
12.39 3 1049 275 1328 483 1571 462 1936 183 2.99 281 - -
982 597 1291 571 1759 252 -
- - 18.85 1 1045 318 1603 - -
25.88 1 1023 475 1560 115 1688 316 10.82 4 1064 167 1454 253 14.31 2 1129
85 2053 -
32 1535 152 1862 157
16.24 2 1036 382 1292 570 1505 531 10.66 4 1024 467 1407 306 1605 410 12.09 3 1024 466 1338 461 1547 491 3.61 4 1050 266 1265 603 1.78 4
- 13.13 3 1092 962 640 1672 46 2125
908 671 1039 654 1275 606 87 1369 381 1557 480
20.50 1 1020 499 1468 235 1777 228 26.92 1
- - -
38 2718 - - - - - - - - - - -
- 15 - - -
13 3.01 318 - 3.10 416 - 3.28 532 - 2.20
- 2.91 200 - 3.17 479 - 2.96 250 - 3.23 513 - 2.68
- 2.86 167 - 3.27 525 - 3.69 635
15.05 2 1043 328 1498 194 1814 195 1975 169 3.10 418 12.22 3 1029 426 1355 416 1635 377
- 2.74 105
10.72 4 1052 248 1344 447 1597 425 2014 152 2.91 207 10.45 4 1039 361 1351 428 1559 478 2134 120 2.89 178 11.80 3 1047 299 1310 531 1545 493 1905 199 2.91 197 4.41 4 1030 423 1204 618 1324 590 1647 274 3.06 365 26.00 1 1022 478 1561 110 1687 318 13.23 3 1080 107 1353 423 1802 205
- -
- 3.10 415 - 2.72
11.80 3 1047 288 1317 511 1560 473 1917 192 2.98 271 14.13 2 1006 547 1495 197 1966
76 1851 228 2.92 215
16.37 2 1022 479 1459 243 1567 466 1552 282 3.10 421 12.41 3
997 562 1352 426 1383 573 1369 288 2.85 161
7.97 4 1030 424 1292 569 1517 520 1821 239 3.55 599 -8.94 4 1057 213 1164 627 1353 581 1551 283 3.40 572 14.55 2 1135
25.22 1 1066 154 1649 23.88 1 1090
951 646 1680
22 1537 148 1879 136 2763 88 1705
31 2064 42 2089 33 2657 22 2428 8 2.25
60 1776 229 1787 256 2.93 227 20 3.18 486
12.79 3 1039 357 1355 415 1590 433 1897 203 2.79 117 13.46 3 1045 316 1395 329 1684 321 1909 198 2.96 256 13.57 3 1095 28.81 1
19.59 1 1019 501 1457 249 1765 247 2639 - - - -
83 1267 601 1452 560 1973 172 3.21 508 50 3.61 614 23 3.10 414
14.91 2 1040 345 1448 261 1780 226 2166 102 3.10 409 12.14 3 1026 447 1303 549 1519 517 1891 208 2.85 156 9.99 4 1046 304 1272 594 1497 532 1821 238 3.06 364 - - 1045 319
12.30 3 1049 270 1383 347 1622 392 13.13 3 1023 469 1467 237 1755 257 2326 4.71 4 - - - - - -
950 648 1076 638 1173 613 - - -
- - -
- - 1070 136
- - - -
- - - -
- - - -
62 2159 -
-9.50 4 1078 111 1190 620 1384 572 15.50 2 1027 439 1499 193 1774 233 18.62 1 1060 186 1648 1.68 4
922 655 1065 642 1325 589
3.04 4 1017 509 1223 616 1363 578 19.61 1 1025 456 1443 268 1572 459 9.70 4 1073 128 1354 418 13.30 3 1118
997 563 -
6 -
- -
-
- -
- - - -
14
- -
- - - - - - - - - - - -
9.88 4 1028 434 1367 386 1602 415 25.56 1 1020 496 1548 131 1667 345 2319 30.72 1 1058 200 1815 - -
48 1527 160 1831 177 2720 -
- -
8 1557 120 1920 104 913 665 1053 648 1292 599 20.98 1 1021 487 1481 218 1793 213
- - - -
- - - 2.69
- - - -
65 3.30 543 - 2.89 181 - - - -
- 3.62 617 - 3.19 488 - 3.21 506 - 2.97 264 - 3.15 465 - 2.85 159 - 2.71 12 2.60
- 3.02 330 66 3.10 419 - 4.20 655 -
-
15.78 2 1030 418 1337 464 1682 325 2139 114 2.81 125 15.17 2 1037 373 1340 457 1580 448 1991 160 2.79 118 10.87 4 1034 400 1341 455 1450 563 15.07 2 1140 2.18 4
- 2.94 232 - 2.23 - 2.66
- 3.13 449 Figures as at 1 March 2015 - 87
- - - -
29 83
- -
31
4.03 4 1047 291 1221 617 1376 577 14.75 2
996 568 1422 288 1753 259 996 565 1323 496 1827 184
11.19 4 1061 182 1331 479
15 1557 121 1922 103 2 2068
- - - - - - - - - - -
46 3.35 559 1 3.96 652 - 3.35 555 - 2.62
10.61 4 1023 476 1301 553 1581 447 1944 179 3.01 311 10.47 4
997 564 1286 576 1623 391 1974 171 3.12 436 -
- 3.55 600 22 2.69
8.33 4 1051 252 1316 516 1484 547 1888 211 3.29 537 10.40 4 1054 235 1327 486 1593 429 1981 165 2.84 146 6.41 4 1066 153 1303 550 1624 389 2189 12.73 3 1054 230 1321 501 1560 474 10.96 4 1055 229 1334 469 1587 437 25.15 1 1012 528 1644 15.02 2
91 3.27 526 - 2.82 130 - 2.83 145 - 3.70 636 - 2.83 144 - 3.35 560 - 3.33 554 - 3.22 511 - 3.29 538 - 3.21 504 - 2.31
69 1353 422 1603 413 2038 142 2.82 139 - -
- 3.77 644 - 3.56 606
15.34 2 1047 293 1449 259 1702 301 1867 222 2.88 176 8.34 4 1078 115 1239 614 1376 576 1588 277 2.03 13.62 3 26.08 1 15.17 2
83 1880 132
16.05 2 1037 370 1387 340 1806 200 10.09 4 1029 425 1320 505 1444 564 4.30 4 1029 427 1107 632 1215 611 14.73 2
- - - - - - -
- 3.23 512 - 3.69 634 - 2.85 160 - 3.01 312 - 2.93 224 - 3.01 310 - 3.15 462
- 10
- 3.06 370 3
88 63
69 62 34 -
42
79
99
92 58
-
17 70
Data:
Pension Funds
Closed fund?
Closed fund?
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