Fund Performance and Ranking
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK All Companies - continued SLVG FTSE UK AlSh Indx AMPP S4 N4.71 2
Std Life 2010 FTSE Tr 4Pen N5.02 2 Std Life B Gifford UK Equity N3.79 3 Std Life BlckRock UK Dynamic 4 N3.01 3 Std Life BlckRock UK Sp Sit 4 N-2.55 4 Std Life BR Aq HP UK Equity 4 N4.64 2 N4.55 2 N13.51 1
Std Life FTSE Tracker 1 Std Life Inv Perp High Inc 4
Std Life Jupiter Underval Ass4 N6.57 1 N5.37 2 N-9.20 4 N9.54 1
Std Life Liontrust UK Gr 4 Std Life M&G Recovery 4 Std Life Newton Income 4
Std Life OM UK Slct Mid Cap 4 N5.02 2 Std Life Rathbone Recovery 4 N-0.42 4 Std Life Schr UK Alpha Plus 4 N1.93 3 Std Life Schroder UK Mid 250 4 N-3.95 4 Std Life SLI UK Eq Recovery 4 N-3.19 4 N2.53 3
Std Life UK Equity S4-Pn
Std Life UK Equity Select One4 N0.21 4 Std Life UK Opportunities One4 N-3.67 4 N-3.37 4 Y3.55 3 N3.34 3
StdLfeCznv UKOpp S3-Pn Sun Life/Can Univ Eq
SW Aberdeen UK Equity 2 SW Newton UK Equity S2
SW State St UK Eq Idx 2 SW UBS UK Oppor S2 UA UK Eq Gth S2 UF UK Eq S1
SW BlackRock UK Spec Sits S2 N-2.51 4 N9.58 1 N4.91 2 N0.49 4 N5.38 2 N5.83 2
Windsor UK Equity Growth 05 N4.63 2 N3.58 3
WindsorL NM BR UK Dyn WL NM Ethical
WindsorL NM BR UK Spec Sit N-1.39 4 N5.30 2 N1.84 3
WL NM Fidelity Spec Sits
WL NM INVESCO PERP High Inc N12.90 1 WL NM INVESCO PERP Income N12.23 1 WL NM INVESCO Perp UK Agg N0.98 4 WL NM Liontrust First Growth N6.42 1 WL NM Liontrust Fst Lrg Cap N6.39 1 N11.08 1
WL NM Newton UK Opps
WL NM Schroder UK Alpha Plus N2.69 3 WL NM Schroder UK Mid 250 N-3.05 4 N3.65 3 N4.44 2 N5.37 2 N12.15 1
WL NM UK Eq Select WL NM UK Equity
WL NM UK Equity Trk Zch Invsco Prptl Inc ZP (i)
Zurch R&M UK Eq Hi Alpha ZP N0.76 4 Zurich Aber UK Growth ZP(inet) N3.26 3 N3.62 3
Zurich Aberdeen UK Eq ZP
Zurich Artemis UK Gth ZP(inet) N0.76 4 Zurich Artemis UK Spec Sits ZP N-1.25 4 N5.14 2
Zurich B Giff UK Equity ZP
Zurich BGI UK EqIdxTkrZP(inet) N5.46 2 Zurich BGI UK Equity AP (inet) Y4.19 2 Zurich BR UK SpecSitsZP(net)-P N-2.04 4 Zurich Fid UK SpecSitsZP(inet) N1.51 4 Zurich Fram UKSelOpps ZP(inet) N0.90 4 Y4.14 3
Zurich HSBC Equity AP
Zurich HSBC UK Gth & Inc AP(i) Y4.89 2 Zurich INV-Perp HiInc ZP(inet) N13.31 1 Zurich Investec UKSpecSits ZPi N1.24 4 Zurich JPM UK Dynamic AP (i) Y3.42 3 Zurich JPM UK Equity ZP(inet) N3.31 3 Zurich Jupiter Udrval AssZP(i) N6.41 1 Zurich Kames Ethical Eq AP N4.63 2 N-7.62 4
Zurich M&G Recovery AP
Zurich M&G Recovery ZP (inet) N-8.83 4 Zurich Newton UK Opps ZP (i) N11.50 1 Zurich OM UK SelMidCapZP(inet) N7.28 1 Zurich Russell UK Equity ZP(i) N2.52 3 Zurich Schr UK Alpha Plus AP N3.92 3 Zurich Schroder Mid 250 ZP (i) N-3.26 4 Zurich Schroder UK AlphaPls ZP N2.51 3 Zurich UBS UK Equity ZP (inet) N6.33 2 Zurich UK Equity 2 EP (inet) Y7.90 1 Zurich UK Grth & Inc ZP (inet) N6.75 1 Zurich UK Idx Trkr 2 EP (inet) Y4.16 3 Zurich UK Opportunities 1 EP Y4.87 2 N10.03 1 N6.44 1
Zurich UK Select ZP (i) Zurich UK ZP (inet)
UK Direct Property
Abbey Life Property Aviva Property (inet)
UK Direct Property Average (110) -13.47(-)9.57(-)0.87(-)1135 (110)1254 (109)1391 (102)1399 21.04 1
Y13.57 2
AbrdnLfe UK Direct Ppty I-Pn Y9.40 4 N15.75 1 N12.04 3 N8.90 4 N14.17 2 N14.90 2 N5.27 4
AW Henderson UK Prop S4 AW L&G Property S4 AW M&G Prop Ptfl S4
AW Threadneedle UK Prop AXA Wealth AI Property 4
AXA Wealth Thread Pen Prop S4 N17.24 1 Y12.32 3 Y13.78 2 N13.87 2
Barclays Prop Acc 2-P Canlife Property Acc PS2 Canlife UK Property Acc PS4
Century Property Pension OM1 N15.11 2 N13.18 2
Clerical Med PP UK Property Fidelity SL Prop C4
FL Aviva Inv Prop Tr S3 EP FL Aviva Investors PropTrust
FL AXA Property S3 EP FL GM Property
Countrywide Assured Prop (PS) Y10.79 4 N16.73 1 N11.17 4
FL Aviva Inv PropTrustAP(inet) N11.57 4 N11.08 4 N16.55 1 N17.10 1
FL Henderson UK Prop AP(inet) N17.08 1 FL Henderson UK Prop S3 EP N12.63 3 N15.05 2 N17.49 1 N12.38 3
FL L&G UK Prop Tr S3 EP FL M & G Prop Pflo S3 EP FL M&G Property Pfl (inet)
FL M&G Property Pfl AP(inet) N19.01 1 N15.99 1 Y16.01 1
FL Property FL Property (ex L&M)
9.83 2 8.88 2 8.72 3 8.43 3 8.61 3 6.03 4 14.61 1 15.50 1 4.40 4 13.72 1 13.80 1 9.55 2 9.10 2 12.87 1 9.78 2 15.01 1 8.64 3 14.91 1 6.77 4 7.93 3 9.80 2 8.82 2 9.41 2 2.74 4 7.32 4 1.83 4 11.44 2 11.43 2
2.74 1 1136
2.19 1 1094 105 1228 0.29 3 1157 1.10 2 1120
6.59 1 1089 106 1259 1.53 2 1142 -1.74 4 1149
73 1232 42 1259
-0.05 3 1053 110 1206 -5.10 4 1172 -4.43 4 1123 1.10 2 1138 1.19 2 1139 0.05 3 1151 0.41 3 1132 -0.23 4 1108 -0.11 3 1167 0.60 3 1112 0.36 3 1116 0.62 3 1111 -0.31 4 1166 0.22 3 1171 2.94 1 1171 7.38 1 1126 -2.56 4 1150 6.36 1 1175 2.13 1 1124 1.62 2 1190 1.98 1 1160 1.97 2 1160
36 1197 10 1285 47 1308
45 1311 32 1262 53 1240 94 1248 15 1280 91 1286 84 1216 93 1284 16 1241 12 1267 13 1323 63 1316 34 1227 9 1284 66 1232 5 1232 22 1318 21 1318
48 1412 26 1264
1 1571 76 1464 47 1504 73 1417 52 1342 51 1421 97 1265 88 1270 32 1452
19 1499 14 1495 48 1475 68 1411 61 1317 36 1474 28 1365 83 1351 33 1362 67 1423 43 1467 7 1523 12 1450 77 1381 35 1463 70 1343 71 1341 11 1552 10 1552
33 71 31 96 95 26
2 1616 24 1448 12 1409 - - - - - -
68 1121 108 1243 101 1079 14 1450 15 1450 20 1651 37 1455 83 1162 - - - - -
21 62 68 64 30
23 1538 - - - - - -
9
27 50 25 70 73
4 1521 3 1528
(50)1.14 (109) 4 2.21 100
25 1.91 30 0.64 - 1.69
95 31 91
- 3.16 106 - 3.29 108 - 0.73
- 3.07 104 - 1.44 50 0.85 23 0.79 24 0.79 2 1.04 22 0.74 43 1.06
- 2.33 101 - 2.66 103 - 0.54
- 2.64 102 - 0.62 11 0.62 - 1.30 - 1.48 - 1.76
- 3.20 107 - 0.59 - 1.96 13 0.67 12 0.67
42 86
53 50 49 60 44 64
13 29
30 80 87 92
21 96 33 34
12.67 4 12.72 4 15.30 3 12.02 4 14.41 3 12.41 4 12.17 4 18.25 2 23.40 1 12.91 4 12.46 4 10.99 4 33.32 1 23.46 1 18.45 2 35.64 1 24.74 1 17.28 3 17.68 3 33.10 1 20.66 2 12.60 4 9.06 4 14.59 3 10.92 4 12.68 4 19.65 2 14.57 3 15.90 3 14.18 3 11.60 4 14.31 3 10.17 4 20.60 2 17.66 3 18.38 2 38.85 1 12.15 4 12.19 4 17.66 3 19.07 2 34.83 1 13.94 3 14.07 3 13.82 3 18.31 2 32.18 1 8.91 4 10.00 4 28.68 1 22.46 2 16.81 3 13.19 4 9.60 4 13.53 4 20.48 2 20.16 2 12.97 4 12.70 4 18.07 3 16.46 3 24.45 1 19.76 2 23.16 1 31.08 1 12.81 4 11.43 4 16.47 3 30.24 1 19.22 2 19.44 2 33.91 1 17.88 3 12.13 4 21.38 2 22.62 2 12.05 4 16.88 3 20.85 2 18.84 2
1 yr
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs - - 1047 292 - - 5 yrs 10 yrs - - 11.84 3 1050 261 1324 494 1583 442 974 619 1280 585 1748 263
12.34 3 1046 303 1321 502 1544 496 19 1539 143 1882 130
25.04 1 1066 157 1644 13.44 3 1095
25.99 1 1050 262 1764 18.22 1
908 672 1040 653 1274 607 18 2330
43 2077 968 632 1483 213 1643 369 - - -
- -
- - -
- - - - -
16.07 2 1038 368 1389 339 1812 197 2099 132 2.99 293 4.24 4 1030 422 1203 619 1316 594 14.76 2
- 2.95 241 - 3.05 352
- 3.07 386 - 3.03 337
11.28 4 1045 314 1305 542 1544 495 1911 197 3.03 333 14.66 2 1135
- 2.25
13.13 3 1054 240 1346 443 1670 342 1976 167 2.54 1.80 4
8
20.60 1 1019 500 1456 251 1767 245 28.81 1 22.83 1
996 566 1453 254 1889 123 960 641 1678
- 2.68
82 1379 354 1574 456 2131 122 2.84 153 - - -
28 2441 -
- -
- 3.66 623 - 2.74 108 - 3.20 493 47 3.56 602 - 4.83 657
13.13 3 1025 454 1360 401 1599 421 1866 223 3.16 474 12.17 3 1002 552 1323 500 1557 479 2043 140 3.25 519 17.42 1 - -
963 638 1506 183 1476 550 2122 124 3.72 639 966 637
-
16.36 2 1036 387 1357 409 1725 282 2211 975 617 1284 578 1757 255
13.73 3 1096 80 1382 348 1678 337
12.16 3 1049 272 1326 487 1571 461 11.15 4 1005 548 1336 465 1507 529
- - - -
986 588 1280 584 1720 287
- -
-
13.37 3 1033 402 1278 587 1606 409 1850 231 3.01 308 14.92 2
84 2.81 126 - 3.07 378
- 2.83 142 - 3.08 398 - 2.82 131
11.66 3 1054 237 1348 437 1599 422 1988 162 2.96 253 12.31 3 1058 199 1377 358 1676 338 2175
13.93 2 1046 307 1361 400 1717 289 2106 129 3.01 314 2.09 4 1036 385 1180 621 1302 597 13.54 3
94 2.94 233 - 3.32 547
12.50 3 1053 244 1305 541 1543 497 1963 176 2.98 266 23.05 1 1018 505 1511 175 1592 430 2230 13.28 3 1129 13.07 3 1122
- 3.31 546 78 3.33 553
26.56 1 1010 535 1775 10.53 4 1064 163 1319 507 1829 180
18.45 1 1027 438 1448 260 1730 274 27.22 1
969 629 1663 53 2033 21.97 1 1008 543 1624
41 1521 164 74
- -
33 1505 186 1827 183 2697 40 1502 189 1813 196 2659 - -
15 1967 75
54 1494 199 1729 276 2580 - -
49 14.87 2 1037 378 1357 410 1770 240 2205
- -
- -
14 2.34 19 2.30
11.03 4 1064 166 1325 490 1617 397 1914 195 2.70 14.31 2 1111
43 39
- 3.72 638 - 2.70
33 3.20 497 - 3.43 579 - 3.56 604 88 3.05 361
13.76 3 1044 321 1355 414 1705 299 2169 101 3.01 316 12.53 3 1054 238 1350 432 1628 381 2134 118 3.02 329 14.67 2 1121
- 2.20 17.60 1 1051 251 1444 266
988 586 1373 367 1653 359 -
980 608 1268 598 1724 283
88 -
- - -
25.76 1 1015 515 1538 144 1666 346 10.75 4 1009 537 1343 453 1888 125
26 1534 154 1875 138
- - -
16.77 2 1012 525 1377 360 1642 371 15.97 2 1034 399 1493 202 1840 172 2335
- -
81 2082 25 9 14.16 2 1115 25.98 1 1073 126 1760 967 635 1667
924 654 1071 640 1343 586 912 668 1036 655 1276 604 50 1483 214 1714 293 20 2308
51 2066 - 3.37 566
13.46 3 1033 408 1276 591 1596 426 1850 230 2.98 273 13.18 3 1036 383 1290 572 1649 362 1951 178 2.92 213 14.18 2 1008 542 1480 219 1954 13.50 3
- 2.81 124 - 2.65
- 3.00 307
12.50 3 1055 227 1343 451 1591 432 1985 163 2.95 238 9.11 4 1042 335 1246 612 1455 559 1699 267 3.07 387 14.01 2
- 2.99 291 - 3.07 384 - 2.99 292
12.25 3 1041 341 1321 504 1598 423 1744 263 3.12 440 12.44 3 1049 277 1329 481 1519 518 1689 269 2.98 267 14.65 2 1133
- 2.24 - 2.60
62 3.30 541
16.91 2 1033 403 1446 264 1675 339 2029 145 2.81 127 24.77 1 1064 164 1635 17.38 1 1046 305 1610 2.81 4 1.94 4
14.97 2 1025 458 1405 310 1680 327 21.04 1 1039 358 1502 188 1846 168 28.70 1
20.21 1 1025 460 1453 256 1759 253 12.98 3 1063 171 1347 440 1552 488 16.15 2 1079 109 1521 165 1957 16.92 2 1067 150 1530 157 1955
70 1754 258 1733 265 2.89 179 - - - - - - -
32 2423 - -
84 2632 86 2632
72 1496 196 1870 149 2503 14.90 2 1064 162 1453 255 1870 148 2467
- 3.02 324 - 2.74 107 - 2.72 100 - 2.97 258 - 3.56 605 - 3.13 448 - 3.08 399 51 3.47 588 - 3.05 358 - 3.04 347 25 2.73 103 26 2.61
11.80 3 1042 338 1305 544 1530 509 1878 220 2.90 193 11.26 4 1049 278 1364 395 1666 347 2242 12.47 3 1100
77 2.91 209 36 2.91 205 42 2.89 183
22 59
68 7
90 89
- 27
63 1769 243 1796 250 2.95 248 51 78
FL Property (ex NM) FL Property AP
Discrete performance % growth and quartile 1 year to March
2015 2014 2013
UK Direct Property - continued Y15.73 1
FL Property NGP (inet)
Guardian Choices Property Guardian PM Property
N17.16 1 N15.72 2
FL Threadneedle PenProperty N9.81 4 FL Threadneedle PensProp S3 EP N19.17 1 FL Threadneedle UK Prop S3 EP N11.21 4 N7.51 4 N7.50 4 Y11.22 4 N12.04 3 Y13.12 2 N11.56 4 N10.64 4
Halifax (SP) 2000 Property Henderson UK Ppty (inet) Hill Samuel Property A
HLL Aviva Inv Prop TrustPen L&G Aviva Inv Property
L&G Ex Property SH G17 (inet) N14.22 2 N11.21 4
L&G Henderson UK Property
L&G Ignis UK Prop Fdr G25-Pn N10.77 4 L&G M&G Feedr of Prp Pfl G25 P N11.89 3 N13.03 3 Y10.14 4 N14.62 2
L&G SWIP Property Lloyds TSB Property
LV= L&G UK Property Tr S2
LV=Henderson UK Prop Unit Tr N11.86 3 LV=M&G Property Portfolio S2-P N13.28 2 LV=Threadneedle UK Prop Tr S2 N14.00 2 N15.05 2
M&GPP Property MGM Property
MetLife BM M&G Property Gross N13.42 2 N16.20 1
ML BM Aviva Investors Prop G N11.85 3 ML BM SWIP Property Trust Grss N14.30 2 N13.20 2 N10.17 4 N12.00 3 N10.24 4
OMW Aberdeen Property OMW Aviva Inv Prop Trust-P OMW M&G Feeder Ppty Pflo OMW Property
OMW Thread UK Property Tst N13.83 2 Y11.69 3 Y11.69 3
Phoenix Alba LASIA Prop Phoenix Alba LASPEN Prop
Phoenix Century Property 6 Acc Y15.37 2 Phoenix P PG Retirement Annty Y15.42 2 Y15.97 1 Y11.53 4 Y12.35 3
Phoenix P Property 8
Phoenix SCP Property (E) Phoenix SCP Property (K)
PHX SM Morley Comml Prop Pen N12.17 3 N10.54 4 N16.05 1 N14.95 2 N21.47 1
Pru Aviva Ppty Tr Pen Ser A Pru Property A Pru S1 Property
Pru S3 Property (inet) ReAss AL M&G Prop
Pru S3 Threadneedle Pen Prop N19.11 1 N12.51 3 N10.44 4 N12.72 3 N15.67 2 N12.77 3 Y17.58 1
ReAss AL Norwich Property ReAss AL SWIP Prop RLP Property
Sanlam IP Property S8 Save & Prosper Prop
Scot Eq Legal &GeneralUKPrprty N14.13 2 Scot Eq M&G Property Portfolio N12.87 3 N12.07 3 N7.68 4
Scot Eq Ppty SelPf Scot Eq Property
Scot Eq Threadneedle UK Prop N13.51 2 Scot Wid Henderson UK Prop S2 N12.19 3 Scottish Widows Property Ord 2 N11.87 3 SIP Aviva Investors Pr Tr S8 P N11.48 4 SIP Henderson UK Property 8 N11.79 3 N12.42 3 N18.20 1
SJP Property Acc (inet) SLFC (Cannon) Property 2
SLFC Norwich Property Fund- N11.11 4 N14.84 2 N13.15 2
Std Lf Individual Prop One 4 Std Life Aviva Inv Property 4
Std Life Henderson UK Prop 4 N11.90 3 N16.11 1
Std Life Ignis UK Prop 4 Std Life Property
Std Life M&G Property Ptflo 4 N19.43 1 N15.92 1 N17.82 1 Y14.58 2 N12.99 3 N12.78 3 N10.37 4
StnLfe Pooled Property S5 UA Ref Property S1
Windsor Property Growth 05 WL NM Property
Zurich AvInvPrpTst ZP(i) 60
Zurich Henderson UK Pr ZP (i) N12.03 3 Zurich Ignis UK Prop ZP (inet) N10.53 4 N16.92 1 N12.68 3 N16.31 1 N15.82 1
Zurich L&G Property ZP Zurich M&G Property Pf ZP Zurich Property AP
Zurich Property ZP (inet) UK Equity Income
Abbey (Target) TSB Income S2 Y3.04 4 Y3.45 4
Abbey Life High Income
Aegon OMAM UK Eq Inc AOR N- - Aegon Schr UK Alpha Inc AOR N- - Aegon Schroder Asia Inc AOR N- - N7.25 3
Aviva Art Income (inet)
Aviva CF Woodford EqInc inet P Y- - Aviva F&C Stwrdsp Inc inet Pen N5.01 4 Aviva Fid MBuilder Div inet P N- - N7.69 2
Aviva Jup Income (inet)
Aviva Lazard Mcap UK Inc i-Pn N4.49 4 N10.50 1
Aviva Neptune Income (inet)
Aviva Sch Inc Maximiser (inet) N6.56 3 Aviva Standard UKEqHiInc(Inet) N6.91 3 Aviva Thread UK Eq Inc (Inet) N7.78 2 N4.51 4
Aviva UK Equity (inet)
Aviva UK Equity Income (inet) N6.17 3 AW AXA Fram BChp Eq Inc S4 N- - AW AXA Fram Monthly Inc 4 N6.15 3 AW CF Woodford Eq Inc S4 N- - AW Chelverton UK Eq Inc S4 N- - AW Schroder UK Alpha Inc S4 N- - AW Vanguard FTSE UK Eq Inc S4 N- - AXA Wealth Artemis Income 4 N7.21 3 AXA Wealth AXA Fram Eq Inc S4 N-0.67 4 AXA Wealth Franklin UK Eq Inc4 N10.25 1 AXA Wealth Jupiter Income 4 N7.71 2 AXA Wealth Miton Income S4 N7.07 3
UK Equity Income Average (210) -7.23(-)18.36(-)14.65(-)1072 (200)1456 (194)1709 (177)1962 15.27 4
16.08 3 - - - - - -
17.03 3 - -
18.20 2 - -
18.18 2 - -
8.12 4 21.41 2 21.69 1 24.07 1 16.17 3 19.41 2 - -
26.13 1 - - - - - - - -
16.32 3 24.70 1 15.89 3 17.38 3 16.07 3
- - -
16.94 2 1050 162 1452 - -
- -
- -
8.51 4 1077 8.82 4 1105
- - 1045 174
- - -
- - -
- -
- - -
- - -
- - -
8.47 4 1030 190 1288 191 1431 176 1532 8.34 4 1034 184 1301 185 1478 174 1654 - - - - - -
17.06 2 1073 110 1469 - -
77 1757 -
-
98 1834 -
20.03 1 1066 140 1553 11.44 3 1069 128 1450 15.87 2 1078
87 1549
10.37 4 1062 146 1478 - - - - - - - -
- -
- -
- - -
14.28 3 1102 9.66 4 1077
- - -
17.41 2 1072 112 1464 11.79 3
91 1381 151 1618 127 -
- - -
22 1300 187 1558 157 30 1712 99 1709 32 1973
- -
74 1865 -
- - -
68 1701 - - - -
993 198 1385 144 25 1460
86 1774
- -
58 -
32 -
-
78 83 7
21 -
- - -
80 1720 -
88 - - - -
72 -
56 89 1387 139 1596 140 11.54 3 1071 120 1386 141 1635 117
- - - - - - - - - - - - -
12.33 3 1045 172 1364 166 1647 110 1972 16.11 2 1062 144 1472 - -
- - - - - - - - - - - -
(55)2.72 (194) 52 2.98 164 -
50 2.97 160 - - -
- -
- 2.59 -
- 2.45 -
- 2.67 -
- 2.67
- - -
- - -
65 -
22 -
87 -
88
- 2.86 134 - 3.08 184 - 2.61
21 2.95 157 - 2.77 114 -
- 2.00 - - - -
- -
- - -
- 2.64 - 2.64
70 -
1 - - - -
79 84
- 2.78 117 - 2.68 - 2.62
90 75
Data: Figures as at 1 March 2015 189
11.15 2 7.38 3 11.15 2 16.03 1 16.50 1 5.86 4 4.61 4 4.61 4 9.35 2 7.87 3 20.49 1 14.69 1 12.86 1 8.25 3 6.71 4 6.68 4 7.00 4 11.50 1 10.76 2 8.74 2 8.13 3 8.70 3 6.48 4 7.96 3 8.28 3 8.10 3 14.36 1 13.25 1 11.46 2 13.42 1 6.75 4 14.18 1 6.51 4 8.37 3 8.37 3 9.81 2 9.85 2 10.31 2 7.27 4 6.72 4 8.20 3 13.97 1 7.27 4 13.75 1 7.45 3 11.86 1 7.26 4 12.91 1 11.03 2 10.54 2 10.66 2 3.32 4 8.24 3 7.78 3 7.16 4 4.68 4 7.51 3 13.89 1 9.39 2 12.81 1 7.69 3 5.26 4 8.53 3 14.29 1 8.22 3
PENSION FUNDS 1 yr
1.72 2 1157 0.54 3 1172 1.71 2 1157
Cumulative performance lump sum £1K Volatility (3 yrs)
3 yrs
27 1308 11 1265 28 1308
-4.64 4 1098 104 1215 -4.71 4 1192 -1.50 4 1112
3 1323
88 1196 72 1309 55 1397 85 1295 96 1242 41 1267 89 1260
5 yrs 10 yrs
17 1533 46 1472 18 1533 84 1385 8 1509
1.04 2 1075 108 1136 107 1286 1.04 2 1075 109 1136 106 1287 -1.66 4 1112 8.28 1 1120 2.47 1 1131 1.23 2 1116 -0.53 4 1106 2.44 1 1142 6.16 1 1112 0.98 2 1108 0.62 3 1119 1.87 2 1130
95 1193 100 1335 77 1205 56 1284
1.74 2 1101 103 1241 - - 1146
38
0.23 3 1119 1.41 2 1133 -1.17 4 1140 0.30 3 1151 2.06 1 1134 0.83 2 1162 0.53 3 1118 2.79 1 1143 1.86 2 1132
-
79 1212 51 1249 44 1200 33 1246 50 1253 18 1267 80 1286 40 1331 52 1285
-0.17 3 1102 102 1247 0.46 3 1120
2.17 1 1102 101 1286 -1.02 4 1138 1.17 2 1117 1.17 2 1117 0.30 3 1154 0.35 3 1154 0.82 2 1160 0.61 3 1115 0.14 3 1123 1.40 2 1122 -0.43 4 1105 -3.56 4 1160 -0.25 4 1149 -6.42 4 1215 1.28 2 1191 -0.25 4 1125 -2.21 4 1104 0.51 3 1127 2.69 1 1157 0.70 2 1128 -0.61 4 1176 6.11 1 1141 1.03 2 1129 2.55 1 1121
75 1201 46 1200
82 1225 83 1225 31 1271 30 1272 23 1290 86 1204 67 1201 70 1231 97 1254 20 1201 35 1304 1 1221 4 1349 64 1204 99 1219 61 1258 29 1313 60 1257 8 1207 43 1311 58 1229 71 1232
49 1256 69 1305 78 1241 87 1261 81 1286
6 1342 92 1273 37 1238
89 1313 34 1372 65 1278 -
96 58 30
6 -
86 1371 60 1371 -
63 1438 -
45 1329 - -
31 1376 62 1316 92 1321 29 1404 95 1254 79 1400 78 1400 41 1493 39 1487 26 1522 91 1354 93 1344 74 1377 -
57
98 1370 16 1401 2 1543 24 1389 64 1316 44 1388 50 1364
90 1160 104 1235 102
7 1494 22 1474 8 1491 - - -
49 11
92 1254 91 1340 60 1140 -
41 46
84 63
76 86 56
57 59 -
6 1560 - -
47 1437 - - - -
94 1442 -
28 1499 -
79 1205 - -
54 82 98
- - - -
- -
- -
85 1142 -
40 1293 -
43 1591 42 1607 16 1688 17 1501 10 1571 67 1118 69 1127 51 1156 -
94 1248 100 1170 21 1406 80 1405 4 1589 90 1322 82 1298 53 1361 13 1504 55 1388 87 1413 -
1
13 1347 -
81 65 48
15
75 1334 72 1311
1.10 2 1077 107 1140 105 1282 2.90 1 1135 2.15 1 1122 1.41 2 1119 0.29 3 1115 6.85 1 1118 0.83 2 1124 4.59 1 1182 0.23 3 1111 -0.38 4 1148
65 1193 101 1298 5 1429 38 1334 69 1416
7.72 3 -10.16 4 1132 8.57 3 8.36 3 1.73 4 9.14 2 10.88 2 10.79 2 5.39 4 5.16 4 13.39 1 7.80 3 7.31 4 10.94 2 7.62 3 11.53 1 11.11 2
6.52 1 1119 -3.57 4 1161 7.05 1 1194 0.56 3 1159 0.93 2 1178 2.29 1 1146 -1.35 4 1130 -1.54 4 1128
76 1294 19 1213 2 1301 24 1272 7 1319 39 1298
-0.12 3 1104 100 1250 5.56 1 1120 0.65 3 1105 7.04 1 1169 0.69 3 1127 -2.08 4 1163 -2.27 4 1158
74 1275 98 1194 14 1388 62 1221 17 1270 25 1258
54 1095 109 1248 25 1415 85 1368 22 1377 40 1478 9 1550 23 1417
57 1175 102 1371 59 1168 103 1356 59 1308 37 1376 99 1341 -
3
81 1324 42 1393 54 1373
56 1263 20 1484 66 1340 49 1340 27 1397
77 87
97 18
75 44
78 34 99 35 61 52
36 1504 -
- - -
93 1200 - -
74 1272 - -
90 1318 29 1542 - - - - - -
19 1409 5 1626 32 1560 58 1387 66 1252 - - - - -
88 53 72 -
80
45 1512 55 1479
38 1400 39 1441 - -
89 1101 -
18 0.67 21 1.90 19 0.67 - 1.39 - 1.43 - 0.62 38 0.53 34 0.53 46 0.67 - 1.00 8 2.18 - 1.04 - 1.07 28 0.56 - 0.95 - 0.50 - 0.56 - 1.27 26 0.68 -
35 94 36 84 85 27 12 11 32 58 99 59 65 18 56 7
- -
- 0.51 - 0.48 - 0.61 17 0.69 - 0.58 40 0.60 - 1.08 - 1.26 - 1.29 45 1.13 - 0.61 36 2.05 - 0.71 6 0.48 5 0.54 1 1.04 16 1.22 7 1.23 48 0.47 47 0.50 44 0.49 - 1.07 42 0.88 31 1.33 27 1.77 - 0.68 - 0.61 49 1.12 - 1.28 33 0.56 - 1.53 15 1.16 - 2.13 - 1.50 - 0.76 41 0.49 - 1.07 - 0.98 37 0.52 - 1.13 - 0.94 35 0.51 10 0.82 - 1.05 - 0.62
16 77 38 -
8 2
24 40 20 22 68 76 79 72 23 97 41 3
15 61 74 75 1 6 4
66 54 83 93 37 25 70 78 17 89 73 98 88 46 5
67 57 10 71 55 9
52 62 26
- 3.46 109 - 0.82 - 1.31 - 1.62 29 0.62 3 0.69 9 1.33 32 0.74 39 0.74 - 1.11 - 1.05 - 0.54
- 3.16 105 - 0.58 14 0.79 20 0.78
51 81 90 28 39 82 45 43 69 63 14
19 48 47
Closed fund?
Closed fund?
Pension Funds
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