The People's Pension Pre-Retirement 0.5% Pn

30/09/2021

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 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.

Performance

Cumulative Performance

ResetPerformance line chart
Powered by data from FE fundinfo
10 Years5 Years3 Years1 Year6 Months1 Month
Fund16.37%12.56%2.80%1.64%-1.72%
Benchmark25.16%13.98%7.03%3.54%3.00%0.31%

Discrete Performance

Performance Bar chart
Powered by data from FE fundinfo
30/09/2016 - 30/09/201730/09/2017 - 30/09/201830/09/2018 - 30/09/201930/09/2019 - 30/09/202030/09/2020 - 30/09/2021
Fund1.49%1.87%7.52%1.83%2.80%
Benchmark3.48%2.91%2.29%1.06%3.54%

Prices

Price830.04p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£2,226.21m
BenchmarkUK Consumer Price Index + 0.5%
Launch date03/01/2013

Identifiers

Sedol code:BYY2P59
ISINGB00BYY2P595
CitiCodeKOVW

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