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
The People's Pension Global Investments (up to 85% Shares) Fund aims to achieve long-term capital growth by investing in a range of asset classes in the UK and overseas. These can include, but are not limited to, equities, government bonds, corporate bonds. The fund is medium / high risk and will typically hold up to 85% in equities, with a mix of UK and overseas equities.
| 10 Years | 5 Years | 3 Years | 1 Year | 6 Months | 1 Month | ||
|---|---|---|---|---|---|---|---|
| Fund | 97.85% | 33.96% | 9.51% | 13.32% | 9.22% | 2.38% | |
| Benchmark | 71.42% | 40.41% | 30.15% | 4.53% | 2.93% | 0.51% |
| 31/05/2019 - 31/05/2020 | 31/05/2020 - 31/05/2021 | 31/05/2021 - 31/05/2022 | 31/05/2022 - 31/05/2023 | 31/05/2023 - 31/05/2024 | ||
|---|---|---|---|---|---|---|
| Fund | 1.34% | 20.71% | -1.19% | -2.20% | 13.32% | |
| Benchmark | 3.06% | 4.68% | 11.75% | 11.41% | 4.53% |
The People’s Pension Trustee Limited
Manor Royal, Crawley, West Sussex, RH10 9QP.
Tel 0300 2000 555
www.thepeoplespension.co.uk
The Top 10 Holdings relate to equites only.