The People's Pension Global Investments (up to 60% 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 60% shares) Fund is a medium risk fund that invests in a combination of equities and bonds. The fund aims to produce moderate growth over the long term. It caters for members who are prepared to accept some degree of risk, but who look for investments which won’t go up or down a lot.

Performance

Cumulative Performance

ResetPerformance line chart
Powered by data from FE fundinfo
10 Years5 Years3 Years1 Year6 Months1 Month
Fund54.35%23.37%17.25%11.91%2.27%
Benchmark51.23%24.32%12.49%4.01%2.17%0.84%

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
Fund19.45%4.74%5.26%-0.04%17.25%
Benchmark5.25%5.00%4.64%3.36%4.01%

Prices

Price1022.20p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£31.58m
BenchmarkUK Consumer Price Index + 2.5%
Launch date08/04/2013

Identifiers

Sedol code:BYY2NQ6
ISINGB00BYY2NQ66
CitiCodeKOVV

Current top 10 holdings

APPLE INC
0.99%
MICROSOFT CORP
0.55%
AMAZON.COM INC
0.38%
ACCENTURE PLC
0.35%
NVIDIA CORP
0.33%
TEXAS INSTRUMENTS INC
0.32%
PROLOGIS INC
0.30%
SAMSUNG ELECTRONICS CO
0.30%
TARGET CORP
0.29%
TAIWAN SEMICONDUCTOR MANUFACTURING
0.27%
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.