The People's Pension Ethical 0.5% Pn

31/03/2022

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 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.

Performance

Cumulative Performance

ResetPerformance line chart
Powered by data from FE fundinfo
10 Years5 Years3 Years1 Year6 Months1 Month
Fund68.27%50.01%14.50%3.94%4.35%
Benchmark90.63%42.37%24.92%11.86%6.49%1.50%

Discrete Performance

Performance Bar chart
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31/03/2017 - 31/03/201831/03/2018 - 31/03/201931/03/2019 - 31/03/202031/03/2020 - 31/03/202131/03/2021 - 31/03/2022
Fund0.78%11.30%-3.95%36.40%14.50%
Benchmark7.04%6.48%6.10%5.26%11.86%

Prices

Price1401.70p
CurrencyBritish Pound
Pricing frequencyDaily

Fund facts

Fund size£58.55m
BenchmarkUK Consumer Price Index + 4.5%
Launch date28/05/2013

Identifiers

Sedol code:BYY2NW2
ISINGB00BYY2NW27
CitiCodeKOVX

Current top 10 holdings

MICROSOFT CORP
4.85%
APPLE INC
2.88%
AMAZON.COM, INC.
1.97%
NVIDIA CORP
1.81%
TESLA INC
1.20%
ALPHABET INC
1.12%
ALPHABET INC
1.07%
NESTLE SA
0.99%
THE HOME DEPOT, INC.
0.84%
ASML HOLDING NV
0.74%
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