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 Ethical Fund aims to track the performance of the global equity market as closely as possible whilst only selecting 'socially responsible investments' . This is a higher risk fund aimed at maximising growth over the long term. The fund is aimed at members who wish to take account of ethical, environmental or social principles. This fund’s investments are weighted towards companies that demonstrate a robust ESG profile or an improving trend. Companies who are involved in the production of controversial weapons, including cluster munitions, are excluded.
| 10 Years | 5 Years | 3 Years | 1 Year | 6 Months | 1 Month | ||
|---|---|---|---|---|---|---|---|
| Fund | 206.50% | 82.02% | 40.55% | 19.60% | 12.67% | 4.83% | |
| Benchmark | 78.71% | 43.62% | 32.54% | 6.55% | 2.26% | 0.84% |
| 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 | 10.41% | 17.29% | 14.98% | 2.21% | 19.60% | |
| Benchmark | 4.74% | 3.46% | 9.34% | 13.76% | 6.55% |
The People’s Pension Trustee Limited
Manor Royal, Crawley, West Sussex, RH10 9QP.
Tel 0300 2000 555
www.thepeoplespension.co.uk