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

31/05/2021

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
10 Years5 Years3 Years1 Year6 Months1 Month
Fund75.91%29.15%27.26%12.13%0.79%
Benchmark84.23%37.52%19.51%6.73%4.00%1.01%

Discrete Performance

Performance Bar chart
Powered by data from FE fundinfo
31/05/2016 - 31/05/201731/05/2017 - 31/05/201831/05/2018 - 31/05/201931/05/2019 - 31/05/202031/05/2020 - 31/05/2021
Fund27.53%6.81%2.03%-0.53%27.26%
Benchmark7.51%7.03%6.57%5.06%6.73%

Prices

Price1185.90p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£391.28m
BenchmarkUK Consumer Price Index + 4.5%
Launch date08/04/2013

Identifiers

Sedol code:BYY2NK0
ISINGB00BYY2NK05
CitiCodeKOVT

Current top 10 holdings

APPLE INC
1.51%
MICROSOFT CORP
0.89%
AMAZON.COM INC
0.57%
ACCENTURE PLC
0.54%
PROLOGIS INC
0.54%
TEXAS INSTRUMENTS INC
0.54%
TARGET CORP
0.52%
SAMSUNG ELECTRONICS CO
0.47%
TAIWAN SEMICONDUCTOR MANUFACTURING
0.44%
INTUIT INC
0.42%
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