The People's Pension Global Investments (up to 85% shares) 0.5% Pn

30/04/2021

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 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.

Performance

Cumulative Performance

ResetPerformance line chart
Powered by data from FE fundinfo
10 Years5 Years3 Years1 Year6 Months1 Month
Fund65.31%27.22%24.22%16.85%2.73%
Benchmark66.65%30.51%15.82%5.02%2.66%0.92%

Discrete Performance

Performance Bar chart
Powered by data from FE fundinfo
30/04/2016 - 30/04/201730/04/2017 - 30/04/201830/04/2018 - 30/04/201930/04/2019 - 30/04/202030/04/2020 - 30/04/2021
Fund22.49%6.09%5.80%-3.21%24.22%
Benchmark6.27%6.03%5.66%4.37%5.02%

Prices

Price1053.10p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£11,844.09m
BenchmarkUK Consumer Price Index + 3.5%
Launch date03/01/2013

Identifiers

Sedol code:BYY2NM2
ISINGB00BYY2NM29
CitiCodeKOVU

Current top 10 holdings

APPLE INC
1.32%
MICROSOFT CORP
0.74%
AMAZON.COM INC
0.51%
ACCENTURE PLC
0.46%
NVIDIA CORP
0.44%
TEXAS INSTRUMENTS INC
0.43%
PROLOGIS INC
0.40%
SAMSUNG ELECTRONICS CO
0.40%
TARGET CORP
0.39%
TAIWAN SEMICONDUCTOR MANUFACTURING
0.36%
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

The Top 10 Holdings relate to equites only.