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 Pre-Retirement Fund seeks to provide a balance between capital growth and capital preservation and is intended to be suitable for UK pension scheme members who are approaching retirement and have not yet decided what they want to do with their investments at retirement. The fund aims to achieve a return of approximately 1% (before deduction of fees) in excess of Consumer Price Index inflation, over the medium term.
| 10 Years | 5 Years | 3 Years | 1 Year | 6 Months | 1 Month | ||
|---|---|---|---|---|---|---|---|
| Fund | 54.80% | 7.05% | -2.43% | 5.28% | 4.08% | 0.16% | |
| Benchmark | 39.77% | 27.01% | 23.10% | 3.96% | 1.01% | 0.65% |
| 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 | 7.08% | 2.45% | -0.24% | -7.10% | 5.28% | |
| Benchmark | 2.19% | 0.96% | 6.67% | 11.00% | 3.96% |
The People’s Pension Trustee Limited
Manor Royal, Crawley, West Sussex, RH10 9QP.
Tel 0300 2000 555
www.thepeoplespension.co.uk