29/02/2024
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 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.
| 10 Years | 5 Years | 3 Years | 1 Year | 6 Months | 1 Month | ||
|---|---|---|---|---|---|---|---|
| Fund | 83.23% | 25.12% | 7.09% | 8.34% | 6.47% | 1.40% | |
| Benchmark | 62.09% | 36.78% | 28.71% | 5.51% | 1.76% | 0.77% |
| 28/02/2019 - 29/02/2020 | 29/02/2020 - 28/02/2021 | 28/02/2021 - 28/02/2022 | 28/02/2022 - 28/02/2023 | 28/02/2023 - 29/02/2024 | ||
|---|---|---|---|---|---|---|
| Fund | 7.58% | 8.61% | 4.45% | -5.36% | 8.34% | |
| Benchmark | 3.72% | 2.46% | 8.28% | 12.66% | 5.51% |
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.