Global Investments (up to 100% shares) 0.5% Pn

31/05/2024

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 People's Pension 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
Fund115.64%46.46%15.70%16.43%11.31%3.00%
Benchmark79.97%43.87%32.06%5.05%3.19%0.55%

Discrete Performance

Performance Bar chart
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31/05/2019 - 31/05/202031/05/2020 - 31/05/202131/05/2021 - 31/05/202231/05/2022 - 31/05/202331/05/2023 - 31/05/2024
Fund-0.53%27.26%0.67%-1.28%16.43%
Benchmark3.56%5.19%12.30%11.95%5.05%

Prices

Price1372.10p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£991.31m
BenchmarkUK Consumer Price Index + 3% p.a.
Launch date08/04/2013

Identifiers

Sedol code:BYY2NK0
ISINGB00BYY2NK05
CitiCodeKOVT

Current top 10 holdings

NVIDIA CORP
2.92%
APPLE INC.
2.54%
MICROSOFT CORPORATION
2.46%
AMAZON.COM, INC.
2.45%
TESLA, INC.
2.42%
ELI LILLY AND COMPANY
1.16%
META PLATFORMS, INC.
1.08%
ALPHABET INC
1.07%
BROADCOM INC
0.98%
ALPHABET INC
0.95%

Contact information

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