The People's Pension Global Investments (up to 100% shares) 0.5% Pn

30/06/2020

Important Notes This document is provided for the purpose of information only and should not be construed in any way as giving investment advice. Past performance is not necessarily a guide to future performance, as the value of the units may go up or down and any return is not guaranteed. The price of the units can be monitored on our website at bandce.co.uk/fund-unit-prices

Investment objective

The B&CE Global Investments (up to 100% Shares) Fund is a higher risk fund that aims to achieve long-term capital growth by primarily investing across the UK and overseas equity markets. The fund may hold additional diversifying asset classes.

Performance

Cumulative Performance

ResetPerformance line chart
Powered by data from FE fundinfo
1 Month6 Months1 Year3 Years5 Years10 Years
Fund2.49%-7.80%-2.43%11.91%42.94%
Global Equities2.06%-2.28%3.05%18.38%55.94%155.05%
Rank23333

Discrete Performance

Performance Bar chart
Powered by data from FE fundinfo
Year 1Year 2Year 3Year 4Year 5
Fund-2.43%6.76%7.43%20.79%5.75%
Global Equities3.05%6.43%7.93%23.57%6.60%
Rank32343

Current top 10 holdings

APPLE INC
1.47%
MICROSOFT CORP
0.98%
AMAZON.COM INC
0.70%
INTEL CORP
0.61%
ACCENTURE PLC
0.58%
ASTRAZENECA PLC
0.57%
NESTLE SA
0.57%
TEXAS INSTRUMENTS INC
0.57%
PROLOGIS INC
0.56%
INTUIT INC
0.50%
Show 10Show Less

Contact information

The People’s Pension Trustee Limited
Manor Royal, Crawley, West Sussex, RH10 9QP.
Tel 0300 2000 555 Fax 01293 586801
www.thepeoplespension.co.uk

Market commentary

After the sharp falls in the first quarter, equity markets rebounded strongly in the second quarter. Investors appeared to be comforted by the size and speed of the economic response with advanced economies announcing over £7,000bn of support. Central banks moved to stabilise corporate financing and governments announced support for households and firms. The most recent data indicated this has kick-started some economic recovery after sharp falls in GDP in most countries during the first quarter but the impact of COVID is still to be fully understood. US equities made the strongest gains supported by particularly strong gains for the technology sector. UK equities and Global Real Estate made more modest gains during the quarter. Bond markets were generally calmer as the move to extremely low interest rates became the expectation for the foreseeable future.