1 2 Asia Pacific excl. Japan...

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128 | Money Management | September | 2019 Individual Pensions Data supplied by © 2019 FE. All Rights Reserved. Top-quartile funds are in bold. The funds published in these main tables have been nominated as the primary pricing series according to ABI rules. This pricing series reflects the fund charge applicable to currently promoted funds to new customers (in the case of open funds) or to most remaining policyholders (in the case of closed funds). Pension providers have been permitted by the ABI to link performance data of an old primary price series to the data of a new primary price series of the same fund. Management groups that are closed to new business have been excluded, and only the top two externally linked funds by assets under management are shown per group per sector. All data is calculated on a bid-to-bid basis and rankings are based upon only those funds listed here. (1) Selling price is quoted in pence and will be either month-end bid or single unit price. (2) Fund sizes (£m) are the latest available to FE and – where made available to FE – show the total assets under management of all fund series within the underlying fund portfolio. (3) and (4) % growth and ranking data based on income reinvested and annual management charges deducted. (5) Volatility is expressed as standard deviation of monthly total returns over the past 36 months. (6) The averages and totals provided for each sector reflect only those funds listed. AGR = annual (compound) growth rate. § denotes that the fund is closed to new business. l denotes a stakeholder eligible fund. ‘Inet’ stands for indicative net and is an insurance company calculated series inclusive of fees for those funds whose public prices are data gross of all fees, allowing them to be compared on a like-for-like basis. The FE Crown Fund rating is based on the three-year performance of a fund against an assigned benchmark, calculated using alpha, volatility and consistency as a measure of success. The rating enables investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The top 10% of funds receive 5 FE Crowns, the next 15% receiving 4 FE Crowns and each of the remaining three quartiles will be given 3, 2 and 1 FE Crown respectively. If readers have any queries about sector definitions, locating a fund, or the statistics published here, please contact FE at: [email protected]. Fund Name Sell Fund Discrete performance % and quartile 3 , over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested 4 A.G.R.% Vola- Figures up to 1/8/2019 price 1 size 2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility 5 Individual Pensions Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1 4 7.6 2 3.8 3 22.4 3 22.6 2 -7.4 4 1,076 39 1,367 57 CC 1,553 58 - - 9.2 - 2.9 Agn BR PacRim Eq Tkr Pn 302 79.4 2 4 6.6 3 2.9 4 21.3 3 21.5 2 -8.2 4 1,066 55 1,330 80 CC 1,484 81 2,413 51 8.2 9.2 2.9 Aviva Far East Pn S12 980 215.9 3.1 3 5.6 3 1.2 4 23.3 2 22.7 2 -7.2 4 1,056 71 1,318 83 CC 1,501 76 2,286 63 8.5 8.6 3.2 Aviva Pacific CGU Pn 1,216 219 3.1 3 6 3 1.6 4 23.7 2 23.2 1 -6.8 4 1,060 67 1,332 78 CC 1,528 71 2,547 35 8.8 9.8 3.2 Aviva Pacific Equity ex Japan Pn Inet 449 219 3 3 5.3 3 1 4 23 3 22.4 2 -7.4 4 1,053 76 1,308 86 CCC 1,483 83 2,255 67 8.2 8.5 3.2 Aviva Pacific GA Pn S1 1,126 219 3.1 3 5.6 3 1.2 4 23.2 2 22.7 2 -7.2 4 1,056 73 1,317 84 CC 1,500 78 2,453 46 8.4 9.4 3.2 Aviva Your Pension Pacific CGU Pn 1,376 219 3.1 3 6.6 3 2.2 4 24.5 2 23.9 1 -6.2 4 1,066 56 1,357 65 CCC 1,576 50 2,711 23 9.5 10.5 3.2 BlackRock AqCo Pac Rim Eq Pn S2 1,194 632.4 1.4 4 7.1 2 4.4 3 22.2 3 22.8 2 -7.3 4 1,071 47 1,367 58 CC 1,555 55 2,672 27 9.2 10.3 3.5 BlackRock AqLf PcRimEqId Pn S1 1,094 2348.9 1.8 4 6.5 3 5 2 21.9 3 22.1 2 -6.9 4 1,065 58 1,364 61 CC 1,550 60 - - 9.2 - 3.1 BlackRock Asct Lf PcRm Eq Pn S1 1,195 35.4 1.8 4 6.5 3 5 2 21.9 3 22.1 2 -6.9 4 1,065 57 1,364 60 CC 1,551 59 2,654 29 9.2 10.3 3.1 Canlife Asia Pacific Pn PS4 1,230 21.6 2.9 4 2.4 4 6.8 2 24.1 2 3.4 4 0.8 2 1,024 89 1,356 66 CCC 1,414 88 1,972 71 7.2 7 3.4 Canlife BNY Mellon Asian Income Pn PS4 171 0.2 3 3 15.5 1 2.1 4 7.5 4 26.6 1 -4.1 3 1,155 3 1,268 90 CC 1,541 62 - - 9 - 2.6 Canlife iShrsPacex-JpnEqIdxPn PS5 113 - 3.5 2 7.9 2 - - - - - - - - 1,079 31 - - - - - - - - - Canlife JPM Asia Growth Pn PS4 551 0.9 4.2 1 11.4 1 7.9 1 34.4 1 19.6 3 2.2 2 1,114 10 1,617 1 CCCCC 1,976 4 2,661 28 14.6 10.3 4.1 § Cler Med EIPP Pacific Pn 422 - 2.3 4 5.6 3 5.1 2 26.5 2 19.9 3 -2.1 3 1,056 70 1,405 42 CCC 1,650 38 2,615 31 10.5 10.1 3.4 § Cler Med FRP Pacific Pn 368 - 2.2 4 5.1 3 4.6 3 25.9 2 19.3 3 -2.6 3 1,051 80 1,384 45 CCC 1,608 44 2,475 43 10 9.5 3.4 § Cler Med Managed PB Ex Japan Pn 626 - 0 4 -0.4 4 -3.1 4 38.3 1 -0.4 4 47.5 1 996 94 1,335 77 C 1,961 6 2,980 7 14.4 11.5 6.2 Clerical Medical Far Eastern Pension 2,097 97 2.2 4 5.1 3 4.6 3 25.9 2 19.3 3 -2.6 3 1,051 79 1,385 44 CCC 1,609 43 2,476 42 10 9.5 3.4 CM Fidelity South East Asia Pension 270 9.7 3.8 1 8.1 2 7.5 1 25.9 2 22.3 2 5.3 1 1,081 29 1,464 23 CCCC 1,886 14 2,751 18 13.5 10.6 3.9 CM Newton Oriental Pension 458 24.4 3.3 3 6.2 3 12.8 1 23 2 17.9 3 -4.9 3 1,062 64 1,472 15 C 1,651 37 2,318 59 10.5 8.8 3.7 § Equitable Far Eastern Pn 3,177 162.4 2.1 4 4.8 4 4.8 2 25.8 2 19.3 3 -2.1 3 1,048 83 1,383 46 CCC 1,615 41 2,542 38 10.1 9.8 3.5 Fidelity Asia (ARC) Pn 244 54.3 3.9 1 9.3 1 8.6 1 27.1 1 23.5 1 6.2 1 1,093 16 1,509 5 CCCC 1,980 2 - - 14.6 - 3.9 Fidelity Pacific Equity Pn Cl4 712 - 3.2 3 8.7 1 7.5 2 21.9 3 22.4 2 3.3 1 1,087 21 1,425 37 CCCC 1,802 21 2,885 9 12.5 11.2 3.2 Formerly Lloyds TSB Far East Pension 572 11 2.1 4 4.4 4 4.6 3 25.4 2 17.8 3 -3.7 3 1,044 84 1,370 52 CCC 1,555 56 2,330 58 9.2 8.8 3.4 § Halifax Far Eastern Pension 348 38.4 2.2 4 5.2 3 4.7 2 26.1 2 19.4 3 -2.5 3 1,052 78 1,389 43 CCC 1,617 40 2,497 39 10.1 9.6 3.4 § Halifax IM Far Eastern Pn 550 - 3.4 2 6.8 2 13.3 1 23.4 2 18.5 3 -4.5 3 1,068 51 1,493 8 CCCC 1,690 31 2,424 50 11.1 9.3 3.7 § HLL Fidelity Asia Pn 51 3,988 2.7 3.9 1 9.2 1 8.6 1 27.1 1 23.5 1 6.2 1 1,092 17 1,508 6 CCCC 1,980 3 - - 14.6 - 3.9 L&G AsiaPac ExJap Eq Idx PMC Pn G25 5,557 3.7 3.4 2 8.2 2 5.1 2 20.5 4 24 1 -7 4 1,082 27 1,371 51 CCC 1,582 47 2,719 20 9.6 10.5 3.2 L&G Fidelity Asia Pn G25 305 3 5.1 1 8.4 1 9.8 1 24.5 2 24.5 1 4.2 1 1,084 23 1,482 13 CCCC 1,923 8 2,911 8 14 11.3 4.3 L&G First St GtrChina Gth Pn G25 581 1.6 8.3 1 11.2 1 15.9 1 25 2 15.2 4 5.1 1 1,112 11 1,611 2 CCCC 1,952 7 3,500 1 14.3 13.3 4.5 L&G Newton Asian Income Pn G25 360 1.7 3.8 2 16.3 1 2.6 4 7.9 4 27.6 1 -4.3 3 1,163 1 1,287 89 CC 1,571 52 3,247 2 9.5 12.5 2.7 L&G Pacific Pn G25 1,713 145.6 1.4 4 6.3 3 3.5 3 24.3 2 14.8 4 -2 2 1,063 60 1,368 54 CCC 1,539 65 2,271 64 9 8.5 3 LV= Fidelity Asia Pn S2 293 9.1 3.9 1 9.5 1 8.8 1 27.5 1 23.8 1 6.3 1 1,095 14 1,519 4 CCCC 1,998 1 - - 14.8 - 3.9 LV= Fidelity Index Pac ex Jap Pn S2 152 8.8 3.9 1 14.1 1 6 2 17.5 4 19.1 3 - - 1,141 4 1,421 38 - - - - - - 3 LV= Invesco Asian UK Pn 510 7.7 2.2 4 3.9 4 2 4 38.5 1 24.6 1 -1.5 2 1,039 86 1,468 21 CCCCC 1,803 20 2,998 6 12.5 11.6 3.8 LV= Invesco Asian UK Pn S2 323 7.2 2.3 4 4.3 4 2.6 4 38.8 1 25.1 1 -1 2 1,043 85 1,486 11 CCCCC 1,839 19 3,108 4 13 12 3.8 LV= Vang Pac ex-Japan Stk Idx Pn 524 7.6 3.2 3 12.7 1 4.2 3 20.3 4 24 1 -8.2 4 1,127 6 1,413 39 1,608 45 2,768 17 10 10.7 3 M&G PP PacBasinXJEqPas Pn 5,911 80.7 2.5 4 6.3 3 5.8 2 22.1 3 21.8 2 -5.7 4 1,063 62 1,373 48 CC 1,576 51 2,713 22 9.5 10.5 3.1 M&G PP Pacific Basin ex Japan Equity Pn 4,968 - 1.7 4 -0.2 4 5.2 2 28.6 1 12.1 4 -5.5 4 998 93 1,350 68 CC 1,431 86 2,114 69 7.4 7.8 3.8 § MetLife Far East Equity Index Pn 225 3.9 2.6 4 7.3 2 4.5 3 21.1 3 21.7 2 -6.7 4 1,073 46 1,358 64 CC 1,541 63 2,490 41 9 9.6 3.1 OMW BNY Mellon Asian Income Pn 329 5.1 3.7 2 15.7 1 1.9 4 7.2 4 28.4 1 -5.3 3 1,157 2 1,264 91 CC 1,537 66 3,155 3 9 12.2 2.8 OMW Fidelity Asia Pn 4,830 32.3 5.1 1 7.9 2 9.5 1 24.4 2 24.5 1 4 1 1,079 32 1,470 19 CCCC 1,902 10 2,855 11 13.7 11.1 4.3 OMW IPL BkAq Co Pc RimEqPn 171 - 2.1 4 7.6 2 3.8 3 22.4 3 22.7 2 -7.4 4 1,076 38 1,368 56 CCC 1,554 57 - - 9.2 - 2.9 OMW JnsHendrsnPacCapGrth Pn 2,631 10.1 5.1 1 5.6 3 6.6 2 22 3 24.7 1 -3.6 3 1,056 72 1,374 47 CCC 1,653 36 2,307 60 10.6 8.7 4.3 OMW Prof Fidelity Asia Pn 1,080 3.9 5.1 1 8.7 1 10.3 1 25.3 2 25.4 1 4.8 1 1,087 20 1,503 7 CCCC 1,975 5 3,081 5 14.6 11.9 4.3 OMW Prof Prof L&G Pac IndexTstPn 653 6.1 4.2 1 8.7 1 4.8 2 20.4 4 23.9 1 -7 4 1,087 22 1,371 50 1,580 48 2,728 19 9.6 10.6 3.3 OMW QIAsPfexJpLg-CpEq(Inv) Pn 1,317 12.9 3.5 2 3.4 4 3 4 34 1 24.8 1 -2.9 3 1,034 87 1,426 36 CCCCC 1,728 27 2,795 14 11.6 10.8 3.9 OMW Schroder Asian Alpha Plus Pn 193 9.4 4.4 1 4.9 4 8.6 1 30.7 1 18.4 3 2 2 1,049 82 1,490 9 CCCC 1,798 22 - - 12.4 - 4.4 Pacific (ARC) Pn 228 541.6 4.1 1 6.8 2 9.7 1 26.9 1 20 3 -0.1 2 1,068 50 1,487 10 CCC 1,784 23 - - 12.3 - 3.6 Pacific Pn 1,903 541.6 4 1 6.1 3 9 1 26 2 19.2 3 -0.7 2 1,061 66 1,457 27 CCC 1,724 28 2,464 44 11.5 9.4 3.6 § Phoenix SM Far Eastern Pn 2,005 - 3.3 2 9.4 1 6.8 2 26.9 1 14.2 4 -1.3 2 1,094 15 1,483 12 CCCC 1,670 35 2,709 24 10.8 10.5 3.5 § Phoenix SM Newton Oriental Pn 452 - 4 1 0 4 1.8 4 18.9 4 17.7 3 -5.1 3 1,000 92 1,212 93 C 1,354 90 1,886 73 6.3 6.5 3.8 Phoenix Wealth AqCntPcRmEqIxPn S4 580 12.1 2 4 6.8 3 3.1 4 21.4 3 21.7 2 -8.1 4 1,068 52 1,337 73 CC 1,495 79 2,449 48 8.4 9.4 2.9 Phoenix Wealth Elite Asia Pacific Pn S4 345 19.4 2.6 4 5.5 3 3.6 3 19.9 4 21.7 2 -1.2 2 1,055 74 1,312 85 CC 1,578 49 - - 9.5 - 3.2 Phoenix Wealth FidAsPacOppsPn S4 432 4.2 4.1 1 13.3 1 12.2 1 12.6 4 40.2 1 - - 1,133 5 1,431 35 CCCC - - - - - - 3.9 Phoenix Wealth Fidelity Asia Pn S4 821 18.5 3.8 2 8.3 2 7.7 1 26.2 2 22.6 2 5.4 1 1,083 26 1,472 16 CCCC 1,901 11 2,789 15 13.7 10.8 3.9 Phoenix Wealth SchdrAsnIncPn S4 352 4.1 3.2 3 8.8 1 5.1 2 18.1 4 - - - - 1,088 19 1,351 67 CCCC - - - - - - 3 Pru BlkRk AscPacRimEq Pn 497 3.5 -0.9 4 6.2 3 2.6 4 21.5 3 21.5 2 -6.3 4 1,062 63 1,325 82 CC 1,509 75 2,456 45 8.6 9.4 3.5 Pru Ex-DSF Asia Pacific Pn 360 - 2.1 4 1.2 4 4.2 3 29.7 1 10.3 4 -4.1 3 1,012 90 1,368 55 CCC 1,447 85 2,212 68 7.7 8.3 3.8 Pru Fidelity Asia Pn Ser A 405 1.8 3.8 2 8.2 2 7.7 1 25.7 2 22.4 2 5.2 1 1,082 28 1,464 22 CCCC 1,885 15 2,717 21 13.5 10.5 3.9 Pru PacBasinXJEqPasPn 473 8.1 2.5 4 5.9 3 5.4 2 21.7 3 21.3 2 -6 4 1,059 68 1,358 62 CC 1,548 61 2,582 33 9.1 10 3.1 Pru Pacific Markets Pn Pre A 312 49.9 2 4 0.1 4 3.2 3 28.4 1 9.3 4 -5.1 3 1,001 91 1,327 81 CCC 1,376 89 2,003 70 6.6 7.2 3.8 § ReAssure GLP Pacific Acc 90 S1 Pn 503 2.9 3.4 2 5.3 3 2.7 4 19.6 4 16.5 3 -5.3 3 1,053 77 1,294 87 CC 1,428 87 2,269 65 7.4 8.5 3.4 ReAssure HL Pac ex-Jpn Eq Pn 1 412 1.2 3.4 2 7.6 2 1.9 4 22.1 3 22.3 2 -6.5 4 1,076 40 1,338 71 CC 1,531 69 2,306 61 8.9 8.7 3.4 § ReAssure NM Far East Eq Select Pn 542 2.5 3.4 2 5 4 4.2 3 21.7 3 12 4 -1.4 2 1,050 81 1,332 79 CC 1,471 84 2,436 49 8 9.3 3.6 § ReAssure NM Far East Eq Tracker Pn 488 1.9 3.5 2 7.6 2 3.4 3 20.1 4 23.7 1 -7.2 4 1,076 41 1,336 74 1,534 68 2,592 32 8.9 10 3.3 § ReAssure NM Far East Equity Pn 850 9.9 3.5 2 6.4 3 3.9 3 21 3 17.9 3 -4.2 3 1,064 59 1,338 72 CC 1,511 73 2,544 36 8.6 9.8 3.4 RLP AsPacCre+(InvescoAsian)Pn 343 34.5 2.2 4 3.3 4 1.6 4 37.7 1 24 1 -1.9 2 1,033 88 1,446 33 CCCCC 1,757 25 2,826 12 11.9 10.9 3.8 RLP BlackRock bPcRmEqId Pn 237 7.9 2.9 3 6.3 3 4.1 3 20.7 3 23.2 1 -8.9 4 1,063 61 1,335 75 CC 1,500 77 2,408 52 8.4 9.2 3 RLP Far East (Ex Japan) Pn 420 54.2 3 3 7 2 4.1 3 20.5 3 21.2 2 -7.1 4 1,070 49 1,343 69 1,512 72 2,264 66 8.6 8.5 3 RLP Fidelity Asia Pn 230 10.8 3.7 2 8.4 1 7.8 1 25.9 2 22.3 2 5.3 1 1,084 24 1,471 17 CCCC 1,894 12 - - 13.6 - 3.9 § Royal London Fidelity South East Asia Pn 378 - 3.6 2 9.1 1 8.9 1 23.7 2 23.8 1 3.2 1 1,091 18 1,469 20 CCCC 1,877 17 2,690 26 13.4 10.4 4.1 SIP Aberdeen Asia Pacifc Pn S6 286 3 4.1 1 10.9 1 3 4 20 4 11.8 4 -3.1 3 1,109 12 1,369 53 CCC 1,483 82 2,336 57 8.2 8.9 3.8 SIP Aberdeen Asia Pacific Pn S8 200 3 4.2 1 11.9 1 4 3 21.2 3 12.9 4 -2.2 3 1,119 8 1,411 40 CCC 1,558 54 - - 9.3 - 3.8 SIP F State AsiaPacLdrs Pn S8 262 1.1 3.6 2 7.5 2 9.3 1 9.9 4 19 3 9.7 1 1,075 43 1,292 88 CC 1,686 33 - - 11 - 3.1 SIP FE Ex Jap Eq Pn S6 371 22.4 2.3 4 -2.2 4 1.7 4 23.8 2 17.8 3 7.7 1 978 95 1,232 92 C 1,563 53 1,921 72 9.3 6.7 3.8 § SIP Henderson AsiaPac Cap Gth Pn S6 1,214 4.5 5.1 1 5.4 3 6.5 2 21.6 3 24.6 1 -3.7 3 1,054 75 1,365 59 CCC 1,637 39 2,304 62 10.4 8.7 4.3 SLFC (Citibank) Orient Pn 634 - 3.3 2 7.8 2 6.9 2 26.8 1 17 3 -0.7 2 1,078 34 1,462 25 CCC 1,699 29 2,400 54 11.2 9.2 3.3 SLFC (Laurentian) Far Est Pn 879 - 3.3 3 7.7 2 6.8 2 26.7 2 16.8 3 -0.8 2 1,077 37 1,457 28 CCC 1,688 32 2,368 55 11 9 3.4 SLFC (Liberty) Pacific Pn 483 - 3.3 3 7.5 2 6.7 2 26.5 2 16.7 3 -0.9 2 1,075 42 1,451 30 CCC 1,677 34 2,338 56 10.9 8.9 3.4 SLFC Far Eastern Pn 2,483 173.7 3.3 2 7.8 2 6.9 2 26.8 1 17 3 -0.7 2 1,078 35 1,462 26 CCC 1,699 30 2,400 53 11.2 9.2 3.4 Stan Life Asia Pac Ex Jap Eq Pn S1 992 761 3.7 2 5.7 3 7.6 1 27.5 1 14.5 4 -2.9 3 1,057 69 1,451 31 CCC 1,613 42 2,638 30 10 10.2 3.6 Stan Life Fidelity Asia Pn S3 668 - 3.8 2 8.1 2 7.5 1 25.9 2 22.3 2 5.2 1 1,081 30 1,463 24 CCCC 1,882 16 2,770 16 13.5 10.7 3.9

Transcript of 1 2 Asia Pacific excl. Japan...

Page 1: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

128 | Money Management | September | 2019

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Data supplied by © 2019 FE. All Rights Reserved. Top-quartile funds are in bold. The funds published in these main tables have been nominated as the primary pricing series according to ABI rules. This pricing series reflects the fund charge applicable to currently promoted funds to new customers (in the case of open funds) or to most remaining policyholders (in the case of closed funds). Pension providers have been permitted by the ABI to link performance data of an old primary price series to the data of a new primary price series of the same fund. Management groups that are closed to new business have been excluded, and only the top two externally linked funds by assets under management are shown per group per sector. All data is calculated on a bid-to-bid basis and rankings are based upon only those funds listed here. (1) Selling price is quoted in pence and will be either month-end bid or single unit price. (2) Fund sizes (£m) are the latest available to FE and – where made available to FE – show the total assets under management of all fund series within the underlying fund portfolio. (3) and (4) % growth and ranking data based on income reinvested and annual management charges deducted. (5) Volatility is expressed as standard deviation of monthly total returns over the past 36 months. (6) The averages and totals provided for each sector reflect only those funds listed. AGR = annual (compound) growth rate. § denotes that the fund is closed to new business. l denotes a stakeholder eligible fund. ‘Inet’ stands for indicative net and is an insurance company calculated series inclusive of fees for those funds whose public prices are data gross of all fees, allowing them to be compared on a like-for-like basis. The FE Crown Fund rating is based on the three-year performance of a fund against an assigned benchmark, calculated using alpha, volatility and consistency as a measure of success. The rating enables investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The top 10% of funds receive 5 FE Crowns, the next 15% receiving 4 FE Crowns and each of the remaining three quartiles will be given 3, 2 and 1 FE Crown respectively. If readers have any queries about sector definitions, locating a fund, or the statistics published here, please contact FE at: [email protected].

Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola- Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Individual Pensions

Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1 4 7.6 2 3.8 3 22.4 3 22.6 2 -7.4 4 1,076 39 1,367 57 CC 1,553 58 - - 9.2 - 2.9 Agn BR PacRim Eq Tkr Pn 302 79.4 2 4 6.6 3 2.9 4 21.3 3 21.5 2 -8.2 4 1,066 55 1,330 80 CC 1,484 81 2,413 51 8.2 9.2 2.9 Aviva Far East Pn S12 980 215.9 3.1 3 5.6 3 1.2 4 23.3 2 22.7 2 -7.2 4 1,056 71 1,318 83 CC 1,501 76 2,286 63 8.5 8.6 3.2 Aviva Pacific CGU Pn 1,216 219 3.1 3 6 3 1.6 4 23.7 2 23.2 1 -6.8 4 1,060 67 1,332 78 CC 1,528 71 2,547 35 8.8 9.8 3.2 Aviva Pacific Equity ex Japan Pn Inet 449 219 3 3 5.3 3 1 4 23 3 22.4 2 -7.4 4 1,053 76 1,308 86 CCC 1,483 83 2,255 67 8.2 8.5 3.2 Aviva Pacific GA Pn S1 1,126 219 3.1 3 5.6 3 1.2 4 23.2 2 22.7 2 -7.2 4 1,056 73 1,317 84 CC 1,500 78 2,453 46 8.4 9.4 3.2 Aviva Your Pension Pacific CGU Pn 1,376 219 3.1 3 6.6 3 2.2 4 24.5 2 23.9 1 -6.2 4 1,066 56 1,357 65 CCC 1,576 50 2,711 23 9.5 10.5 3.2 BlackRock AqCo Pac Rim Eq Pn S2 1,194 632.4 1.4 4 7.1 2 4.4 3 22.2 3 22.8 2 -7.3 4 1,071 47 1,367 58 CC 1,555 55 2,672 27 9.2 10.3 3.5 BlackRock AqLf PcRimEqId Pn S1 1,094 2348.9 1.8 4 6.5 3 5 2 21.9 3 22.1 2 -6.9 4 1,065 58 1,364 61 CC 1,550 60 - - 9.2 - 3.1 BlackRock Asct Lf PcRm Eq Pn S1 1,195 35.4 1.8 4 6.5 3 5 2 21.9 3 22.1 2 -6.9 4 1,065 57 1,364 60 CC 1,551 59 2,654 29 9.2 10.3 3.1 Canlife Asia Pacific Pn PS4 1,230 21.6 2.9 4 2.4 4 6.8 2 24.1 2 3.4 4 0.8 2 1,024 89 1,356 66 CCC 1,414 88 1,972 71 7.2 7 3.4 Canlife BNY Mellon Asian Income Pn PS4 171 0.2 3 3 15.5 1 2.1 4 7.5 4 26.6 1 -4.1 3 1,155 3 1,268 90 CC 1,541 62 - - 9 - 2.6 Canlife iShrsPacex-JpnEqIdxPn PS5 113 - 3.5 2 7.9 2 - - - - - - - - 1,079 31 - - - - - - - - - - Canlife JPM Asia Growth Pn PS4 551 0.9 4.2 1 11.4 1 7.9 1 34.4 1 19.6 3 2.2 2 1,114 10 1,617 1 CCCCC 1,976 4 2,661 28 14.6 10.3 4.1 § Cler Med EIPP Pacific Pn 422 - 2.3 4 5.6 3 5.1 2 26.5 2 19.9 3 -2.1 3 1,056 70 1,405 42 CCC 1,650 38 2,615 31 10.5 10.1 3.4 § Cler Med FRP Pacific Pn 368 - 2.2 4 5.1 3 4.6 3 25.9 2 19.3 3 -2.6 3 1,051 80 1,384 45 CCC 1,608 44 2,475 43 10 9.5 3.4 § Cler Med Managed PB Ex Japan Pn 626 - 0 4 -0.4 4 -3.1 4 38.3 1 -0.4 4 47.5 1 996 94 1,335 77 C 1,961 6 2,980 7 14.4 11.5 6.2 Clerical Medical Far Eastern Pension 2,097 97 2.2 4 5.1 3 4.6 3 25.9 2 19.3 3 -2.6 3 1,051 79 1,385 44 CCC 1,609 43 2,476 42 10 9.5 3.4 CM Fidelity South East Asia Pension 270 9.7 3.8 1 8.1 2 7.5 1 25.9 2 22.3 2 5.3 1 1,081 29 1,464 23 CCCC 1,886 14 2,751 18 13.5 10.6 3.9 CM Newton Oriental Pension 458 24.4 3.3 3 6.2 3 12.8 1 23 2 17.9 3 -4.9 3 1,062 64 1,472 15 C 1,651 37 2,318 59 10.5 8.8 3.7 § Equitable Far Eastern Pn 3,177 162.4 2.1 4 4.8 4 4.8 2 25.8 2 19.3 3 -2.1 3 1,048 83 1,383 46 CCC 1,615 41 2,542 38 10.1 9.8 3.5 Fidelity Asia (ARC) Pn 244 54.3 3.9 1 9.3 1 8.6 1 27.1 1 23.5 1 6.2 1 1,093 16 1,509 5 CCCC 1,980 2 - - 14.6 - 3.9 Fidelity Pacific Equity Pn Cl4 712 - 3.2 3 8.7 1 7.5 2 21.9 3 22.4 2 3.3 1 1,087 21 1,425 37 CCCC 1,802 21 2,885 9 12.5 11.2 3.2 Formerly Lloyds TSB Far East Pension 572 11 2.1 4 4.4 4 4.6 3 25.4 2 17.8 3 -3.7 3 1,044 84 1,370 52 CCC 1,555 56 2,330 58 9.2 8.8 3.4 § Halifax Far Eastern Pension 348 38.4 2.2 4 5.2 3 4.7 2 26.1 2 19.4 3 -2.5 3 1,052 78 1,389 43 CCC 1,617 40 2,497 39 10.1 9.6 3.4 § Halifax IM Far Eastern Pn 550 - 3.4 2 6.8 2 13.3 1 23.4 2 18.5 3 -4.5 3 1,068 51 1,493 8 CCCC 1,690 31 2,424 50 11.1 9.3 3.7 § HLL Fidelity Asia Pn 51 3,988 2.7 3.9 1 9.2 1 8.6 1 27.1 1 23.5 1 6.2 1 1,092 17 1,508 6 CCCC 1,980 3 - - 14.6 - 3.9 L&G AsiaPac ExJap Eq Idx PMC Pn G25 5,557 3.7 3.4 2 8.2 2 5.1 2 20.5 4 24 1 -7 4 1,082 27 1,371 51 CCC 1,582 47 2,719 20 9.6 10.5 3.2 L&G Fidelity Asia Pn G25 305 3 5.1 1 8.4 1 9.8 1 24.5 2 24.5 1 4.2 1 1,084 23 1,482 13 CCCC 1,923 8 2,911 8 14 11.3 4.3 L&G First St GtrChina Gth Pn G25 581 1.6 8.3 1 11.2 1 15.9 1 25 2 15.2 4 5.1 1 1,112 11 1,611 2 CCCC 1,952 7 3,500 1 14.3 13.3 4.5 L&G Newton Asian Income Pn G25 360 1.7 3.8 2 16.3 1 2.6 4 7.9 4 27.6 1 -4.3 3 1,163 1 1,287 89 CC 1,571 52 3,247 2 9.5 12.5 2.7 L&G Pacific Pn G25 1,713 145.6 1.4 4 6.3 3 3.5 3 24.3 2 14.8 4 -2 2 1,063 60 1,368 54 CCC 1,539 65 2,271 64 9 8.5 3 LV= Fidelity Asia Pn S2 293 9.1 3.9 1 9.5 1 8.8 1 27.5 1 23.8 1 6.3 1 1,095 14 1,519 4 CCCC 1,998 1 - - 14.8 - 3.9 LV= Fidelity Index Pac ex Jap Pn S2 152 8.8 3.9 1 14.1 1 6 2 17.5 4 19.1 3 - - 1,141 4 1,421 38 - - - - - - - 3 LV= Invesco Asian UK Pn 510 7.7 2.2 4 3.9 4 2 4 38.5 1 24.6 1 -1.5 2 1,039 86 1,468 21 CCCCC 1,803 20 2,998 6 12.5 11.6 3.8 LV= Invesco Asian UK Pn S2 323 7.2 2.3 4 4.3 4 2.6 4 38.8 1 25.1 1 -1 2 1,043 85 1,486 11 CCCCC 1,839 19 3,108 4 13 12 3.8 LV= Vang Pac ex-Japan Stk Idx Pn 524 7.6 3.2 3 12.7 1 4.2 3 20.3 4 24 1 -8.2 4 1,127 6 1,413 39 - 1,608 45 2,768 17 10 10.7 3 M&G PP PacBasinXJEqPas Pn 5,911 80.7 2.5 4 6.3 3 5.8 2 22.1 3 21.8 2 -5.7 4 1,063 62 1,373 48 CC 1,576 51 2,713 22 9.5 10.5 3.1 M&G PP Pacific Basin ex Japan Equity Pn 4,968 - 1.7 4 -0.2 4 5.2 2 28.6 1 12.1 4 -5.5 4 998 93 1,350 68 CC 1,431 86 2,114 69 7.4 7.8 3.8 § MetLife Far East Equity Index Pn 225 3.9 2.6 4 7.3 2 4.5 3 21.1 3 21.7 2 -6.7 4 1,073 46 1,358 64 CC 1,541 63 2,490 41 9 9.6 3.1 OMW BNY Mellon Asian Income Pn 329 5.1 3.7 2 15.7 1 1.9 4 7.2 4 28.4 1 -5.3 3 1,157 2 1,264 91 CC 1,537 66 3,155 3 9 12.2 2.8 OMW Fidelity Asia Pn 4,830 32.3 5.1 1 7.9 2 9.5 1 24.4 2 24.5 1 4 1 1,079 32 1,470 19 CCCC 1,902 10 2,855 11 13.7 11.1 4.3 OMW IPL BkAq Co Pc RimEqPn 171 - 2.1 4 7.6 2 3.8 3 22.4 3 22.7 2 -7.4 4 1,076 38 1,368 56 CCC 1,554 57 - - 9.2 - 2.9 OMW JnsHendrsnPacCapGrth Pn 2,631 10.1 5.1 1 5.6 3 6.6 2 22 3 24.7 1 -3.6 3 1,056 72 1,374 47 CCC 1,653 36 2,307 60 10.6 8.7 4.3 OMW Prof Fidelity Asia Pn 1,080 3.9 5.1 1 8.7 1 10.3 1 25.3 2 25.4 1 4.8 1 1,087 20 1,503 7 CCCC 1,975 5 3,081 5 14.6 11.9 4.3 OMW Prof Prof L&G Pac IndexTstPn 653 6.1 4.2 1 8.7 1 4.8 2 20.4 4 23.9 1 -7 4 1,087 22 1,371 50 - 1,580 48 2,728 19 9.6 10.6 3.3 OMW QIAsPfexJpLg-CpEq(Inv) Pn 1,317 12.9 3.5 2 3.4 4 3 4 34 1 24.8 1 -2.9 3 1,034 87 1,426 36 CCCCC 1,728 27 2,795 14 11.6 10.8 3.9 OMW Schroder Asian Alpha Plus Pn 193 9.4 4.4 1 4.9 4 8.6 1 30.7 1 18.4 3 2 2 1,049 82 1,490 9 CCCC 1,798 22 - - 12.4 - 4.4 Pacific (ARC) Pn 228 541.6 4.1 1 6.8 2 9.7 1 26.9 1 20 3 -0.1 2 1,068 50 1,487 10 CCC 1,784 23 - - 12.3 - 3.6 Pacific Pn 1,903 541.6 4 1 6.1 3 9 1 26 2 19.2 3 -0.7 2 1,061 66 1,457 27 CCC 1,724 28 2,464 44 11.5 9.4 3.6 § Phoenix SM Far Eastern Pn 2,005 - 3.3 2 9.4 1 6.8 2 26.9 1 14.2 4 -1.3 2 1,094 15 1,483 12 CCCC 1,670 35 2,709 24 10.8 10.5 3.5 § Phoenix SM Newton Oriental Pn 452 - 4 1 0 4 1.8 4 18.9 4 17.7 3 -5.1 3 1,000 92 1,212 93 C 1,354 90 1,886 73 6.3 6.5 3.8 Phoenix Wealth AqCntPcRmEqIxPn S4 580 12.1 2 4 6.8 3 3.1 4 21.4 3 21.7 2 -8.1 4 1,068 52 1,337 73 CC 1,495 79 2,449 48 8.4 9.4 2.9 Phoenix Wealth Elite Asia Pacific Pn S4 345 19.4 2.6 4 5.5 3 3.6 3 19.9 4 21.7 2 -1.2 2 1,055 74 1,312 85 CC 1,578 49 - - 9.5 - 3.2 Phoenix Wealth FidAsPacOppsPn S4 432 4.2 4.1 1 13.3 1 12.2 1 12.6 4 40.2 1 - - 1,133 5 1,431 35 CCCC - - - - - - 3.9 Phoenix Wealth Fidelity Asia Pn S4 821 18.5 3.8 2 8.3 2 7.7 1 26.2 2 22.6 2 5.4 1 1,083 26 1,472 16 CCCC 1,901 11 2,789 15 13.7 10.8 3.9 Phoenix Wealth SchdrAsnIncPn S4 352 4.1 3.2 3 8.8 1 5.1 2 18.1 4 - - - - 1,088 19 1,351 67 CCCC - - - - - - 3 Pru BlkRk AscPacRimEq Pn 497 3.5 -0.9 4 6.2 3 2.6 4 21.5 3 21.5 2 -6.3 4 1,062 63 1,325 82 CC 1,509 75 2,456 45 8.6 9.4 3.5 Pru Ex-DSF Asia Pacific Pn 360 - 2.1 4 1.2 4 4.2 3 29.7 1 10.3 4 -4.1 3 1,012 90 1,368 55 CCC 1,447 85 2,212 68 7.7 8.3 3.8 Pru Fidelity Asia Pn Ser A 405 1.8 3.8 2 8.2 2 7.7 1 25.7 2 22.4 2 5.2 1 1,082 28 1,464 22 CCCC 1,885 15 2,717 21 13.5 10.5 3.9 Pru PacBasinXJEqPasPn 473 8.1 2.5 4 5.9 3 5.4 2 21.7 3 21.3 2 -6 4 1,059 68 1,358 62 CC 1,548 61 2,582 33 9.1 10 3.1 Pru Pacific Markets Pn Pre A 312 49.9 2 4 0.1 4 3.2 3 28.4 1 9.3 4 -5.1 3 1,001 91 1,327 81 CCC 1,376 89 2,003 70 6.6 7.2 3.8 § ReAssure GLP Pacific Acc 90 S1 Pn 503 2.9 3.4 2 5.3 3 2.7 4 19.6 4 16.5 3 -5.3 3 1,053 77 1,294 87 CC 1,428 87 2,269 65 7.4 8.5 3.4 ReAssure HL Pac ex-Jpn Eq Pn 1 412 1.2 3.4 2 7.6 2 1.9 4 22.1 3 22.3 2 -6.5 4 1,076 40 1,338 71 CC 1,531 69 2,306 61 8.9 8.7 3.4 § ReAssure NM Far East Eq Select Pn 542 2.5 3.4 2 5 4 4.2 3 21.7 3 12 4 -1.4 2 1,050 81 1,332 79 CC 1,471 84 2,436 49 8 9.3 3.6 § ReAssure NM Far East Eq Tracker Pn 488 1.9 3.5 2 7.6 2 3.4 3 20.1 4 23.7 1 -7.2 4 1,076 41 1,336 74 - 1,534 68 2,592 32 8.9 10 3.3 § ReAssure NM Far East Equity Pn 850 9.9 3.5 2 6.4 3 3.9 3 21 3 17.9 3 -4.2 3 1,064 59 1,338 72 CC 1,511 73 2,544 36 8.6 9.8 3.4 RLP AsPacCre+(InvescoAsian)Pn 343 34.5 2.2 4 3.3 4 1.6 4 37.7 1 24 1 -1.9 2 1,033 88 1,446 33 CCCCC 1,757 25 2,826 12 11.9 10.9 3.8 RLP BlackRock bPcRmEqId Pn 237 7.9 2.9 3 6.3 3 4.1 3 20.7 3 23.2 1 -8.9 4 1,063 61 1,335 75 CC 1,500 77 2,408 52 8.4 9.2 3 RLP Far East (Ex Japan) Pn 420 54.2 3 3 7 2 4.1 3 20.5 3 21.2 2 -7.1 4 1,070 49 1,343 69 - 1,512 72 2,264 66 8.6 8.5 3 RLP Fidelity Asia Pn 230 10.8 3.7 2 8.4 1 7.8 1 25.9 2 22.3 2 5.3 1 1,084 24 1,471 17 CCCC 1,894 12 - - 13.6 - 3.9 § Royal London Fidelity South East Asia Pn 378 - 3.6 2 9.1 1 8.9 1 23.7 2 23.8 1 3.2 1 1,091 18 1,469 20 CCCC 1,877 17 2,690 26 13.4 10.4 4.1 SIP Aberdeen Asia Pacifc Pn S6 286 3 4.1 1 10.9 1 3 4 20 4 11.8 4 -3.1 3 1,109 12 1,369 53 CCC 1,483 82 2,336 57 8.2 8.9 3.8 SIP Aberdeen Asia Pacific Pn S8 200 3 4.2 1 11.9 1 4 3 21.2 3 12.9 4 -2.2 3 1,119 8 1,411 40 CCC 1,558 54 - - 9.3 - 3.8 SIP F State AsiaPacLdrs Pn S8 262 1.1 3.6 2 7.5 2 9.3 1 9.9 4 19 3 9.7 1 1,075 43 1,292 88 CC 1,686 33 - - 11 - 3.1 SIP FE Ex Jap Eq Pn S6 371 22.4 2.3 4 -2.2 4 1.7 4 23.8 2 17.8 3 7.7 1 978 95 1,232 92 C 1,563 53 1,921 72 9.3 6.7 3.8 § SIP Henderson AsiaPac Cap Gth Pn S6 1,214 4.5 5.1 1 5.4 3 6.5 2 21.6 3 24.6 1 -3.7 3 1,054 75 1,365 59 CCC 1,637 39 2,304 62 10.4 8.7 4.3 SLFC (Citibank) Orient Pn 634 - 3.3 2 7.8 2 6.9 2 26.8 1 17 3 -0.7 2 1,078 34 1,462 25 CCC 1,699 29 2,400 54 11.2 9.2 3.3 SLFC (Laurentian) Far Est Pn 879 - 3.3 3 7.7 2 6.8 2 26.7 2 16.8 3 -0.8 2 1,077 37 1,457 28 CCC 1,688 32 2,368 55 11 9 3.4 SLFC (Liberty) Pacific Pn 483 - 3.3 3 7.5 2 6.7 2 26.5 2 16.7 3 -0.9 2 1,075 42 1,451 30 CCC 1,677 34 2,338 56 10.9 8.9 3.4 SLFC Far Eastern Pn 2,483 173.7 3.3 2 7.8 2 6.9 2 26.8 1 17 3 -0.7 2 1,078 35 1,462 26 CCC 1,699 30 2,400 53 11.2 9.2 3.4 Stan Life Asia Pac Ex Jap Eq Pn S1 992 761 3.7 2 5.7 3 7.6 1 27.5 1 14.5 4 -2.9 3 1,057 69 1,451 31 CCC 1,613 42 2,638 30 10 10.2 3.6 Stan Life Fidelity Asia Pn S3 668 - 3.8 2 8.1 2 7.5 1 25.9 2 22.3 2 5.2 1 1,081 30 1,463 24 CCCC 1,882 16 2,770 16 13.5 10.7 3.9

Page 2: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 129

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Stan Life iShrs PacexJapEqIdx Pn S4 173 52.7 3 3 6.8 3 4 3 20.6 3 21.3 2 -7.1 4 1,068 53 1,340 70 - 1,510 74 - - 8.6 - 3 Stan Life Pac Basin Eq Trk Pn S5 609 - 3.1 3 12.7 1 6.7 2 17.2 4 18.7 3 -4.2 3 1,127 7 1,410 41 - 1,603 46 2,871 10 9.9 11.1 3 Stan Life Vgd Pac exJpn Stk IxPn S3 195 - 3.2 3 11.8 1 5.8 2 16 4 17.4 3 -5 3 1,118 9 1,372 49 - 1,530 70 - - 8.9 - 3 SW Fidelity Asia Pension Series 2 898 218.2 3.8 1 8.4 1 7.8 1 26.2 2 22.6 2 5.4 1 1,084 25 1,475 14 CCCC 1,907 9 2,808 13 13.8 10.9 3.9 SW SSGA AsapacExJpnEqIdx Pn 233 77.7 2.7 4 7.7 2 3.5 3 19.8 4 22.6 2 -8.7 4 1,077 36 1,335 76 - 1,495 80 2,453 47 8.4 9.4 3.3 SW Veritas Asian Pension Series 2 147 98 3.2 3 6.2 3 12.8 1 - - - - - - 1,062 65 - - CCCCC - - - - - - - Wesleyan Asia (ex Japan) Shares Pn S2 188 2.9 4.9 1 6.8 3 7 2 25.6 2 9.9 4 -2.5 3 1,068 54 1,436 34 CCC 1,539 64 - - 9 - 4.1 Zurich AqPacRmEqIdPn 1,417 31.8 2.1 4 7.4 2 3.6 3 22.1 3 22.4 2 -7.6 4 1,074 45 1,358 63 CC 1,536 67 2,542 37 9 9.8 2.9 Zurich Asia Pn Inet 569 1 3.9 1 7.4 2 6.7 2 26.8 1 15.8 4 2.9 1 1,074 44 1,453 29 CCC 1,730 26 2,494 40 11.6 9.6 3.8 Zurich Fidelity Asia Pn Inet 1,258 3.1 3.8 2 7.1 2 7.5 2 25.7 2 22.2 2 5 1 1,071 48 1,447 32 CCCC 1,856 18 - - 13.2 - 4 Zurich JPM Asia Equity Pn Inet 516 3.1 3.2 3 9.8 1 7.6 1 30.8 1 21.3 2 0.8 2 1,098 13 1,545 3 CCCCC 1,889 13 2,705 25 13.6 10.5 3.5 Zurich Threadneedle Asia Pn 1 EP 1,432 18.1 4 1 7.8 2 7.2 2 27.3 1 16.2 4 3.3 1 1,078 33 1,471 18 CCC 1,765 24 2,580 34 12 9.9 3.8 Ave/Total (F) 6 919 82.7 3.2 - 7.2 - 5.6 - 23.8 - 20.2 - -1.6 - 1,072 95 1,399 93 1,653 90 2,564 73 10.5 9.8 3.5 MSCI AC Far East Ex Jpn GR GBP - 2.6 4.3 6.1 29.6 16.4 0.6 1,043 1,434 1,679 2,628 10.9 10.1 3.7

Asia Pacific incl. Japan Equities Av Far East AP 5 1,175 55.5 3.9 2 -0.3 4 7.7 1 22.1 2 17.5 1 3.8 3 997 32 1,311 25 - 1,597 18 2,465 8 9.8 9.4 3.2 Av Pacific Basin FP Pn Inet 322 154.4 4.3 1 5.4 1 10.7 1 23.1 1 16.6 2 4.8 2 1,054 3 1,437 2 CCCC 1,755 3 2,227 27 11.9 8.3 3.2 Av Pacific Basin FPP Pn 705 48.9 4.3 1 5 2 10.4 1 23 1 17 1 5 1 1,050 9 1,425 3 CCCC 1,751 4 2,250 25 11.9 8.4 3.2 Aviva Pacific Equity NU Pn S3 293 358.2 3.9 2 3.4 3 3.9 4 22.9 1 21.2 1 -5.1 4 1,034 23 1,321 22 CCC 1,520 28 2,425 13 8.7 9.3 3 Aviva Pacific Equity Pn Inet 589 358.2 3.9 2 3.8 3 4.3 4 23.4 1 21.7 1 -4.7 4 1,038 21 1,336 18 CCC 1,550 23 2,534 6 9.2 9.7 3 Guardian Choices Pacific Pn 216 - 6.2 1 12.8 1 9.8 1 17.7 4 18.2 1 11.1 1 1,128 1 1,459 1 CCCC 1,915 1 2,331 22 13.9 8.8 3.2 L&G Far East Pn G1 1,498 124.3 2.5 4 5 2 5.8 3 21.1 2 14.5 4 4.6 2 1,050 10 1,346 16 CCC 1,612 16 2,241 26 10 8.4 2.9 L&G Far East SH Pn Inet 302 75.3 2.5 4 4.6 2 5.4 3 20.7 3 14.1 4 4.2 2 1,046 17 1,331 21 CCCC 1,581 19 2,156 30 9.6 8 2.9 L&G PMC Far Eastern Pn 3 1,437 - 2.2 4 - - - - - - - - - - - - - - - - - - - - - - § Medical Sickness Soc Far Eastern Pn 738 3.4 3.4 4 2.5 4 6.6 2 29.1 1 17.7 1 3.5 3 1,025 28 1,410 4 CCCC 1,717 5 2,755 2 11.4 10.7 3.2 § NPI Far East Pn S1/2 2,770 - 4.2 1 5 2 6.3 2 19.2 3 16.6 2 1.1 4 1,050 11 1,331 20 CC 1,570 21 2,393 19 9.4 9.1 3.1 OMW Aberdeen AsPac nd Jpn Eq Pn 246 2.6 5 1 9.5 1 3.6 4 18 4 13.4 4 -0.1 4 1,095 2 1,339 17 CCC 1,517 29 2,481 7 8.7 9.5 3.6 OMW Invesco Pacific Pn 2,073 12.8 4.7 1 1.5 4 7.8 1 27.7 1 17.3 1 2.1 4 1,015 30 1,397 6 CCCC 1,673 7 2,655 3 10.8 10.3 3.3 § Phoenix Alba Crus Far Eastern Pn 911 - 3.5 4 4.9 2 6.6 2 22.5 2 14.8 3 4.3 2 1,049 14 1,370 12 CCC 1,640 12 2,404 17 10.4 9.2 3.2 § Phoenix Alba LAS Far Eastern Pn 486 - 3.4 4 4.9 2 6.6 2 22.4 2 14.8 3 4.3 2 1,049 15 1,370 13 CCC 1,640 13 2,404 18 10.4 9.2 3.2 § Phoenix Cent Far East OM Pn 1 1,151 - 3.4 4 4.3 2 6.1 2 21.7 2 13.9 4 4.3 2 1,043 18 1,346 15 CCC 1,599 17 2,317 23 9.8 8.8 3.2 § Phoenix Cent Far East Pn 1 1,311 - 3.3 4 3.5 3 5.2 3 21 2 13.3 4 3.7 3 1,035 22 1,317 23 CC 1,547 25 2,167 29 9.1 8 3.2 § Phoenix Far East Pn S1 439 - 3.8 3 5.2 1 6.9 2 22.5 2 14.7 4 5.1 1 1,052 6 1,378 10 CCC 1,660 10 2,432 12 10.7 9.3 3.2 § Phoenix SCP Far Eastern Pn Ret 2,472 - 3.5 4 5.1 1 6.7 2 22.6 2 14.8 3 4.9 1 1,051 8 1,374 11 CCC 1,655 11 2,439 11 10.6 9.3 3.2 § ReAssure GLP Far East 3 Star S1Pn 1,070 5.3 3.8 3 3.4 4 5.1 3 17.4 4 14.7 3 2.2 4 1,034 26 1,276 30 CC 1,495 32 2,410 16 8.4 9.2 3.4 § ReAssure GLP Far East 4 Star S1Pn 1,370 17.3 3.9 2 4.2 2 5.9 2 18.3 3 15.6 2 3 3 1,042 19 1,305 26 CC 1,553 22 2,600 4 9.2 10 3.4 § ReAssure GLP Far East 5 Star S1Pn 1,805 7.2 3.9 1 5 2 6.7 2 19.2 3 16.4 2 3.8 2 1,050 13 1,335 19 CC 1,613 15 2,804 1 10 10.9 3.4 § ReAssure GLP Far East Acc 90 S1 Pn 1,156 12 3.8 2 3.4 3 5.1 4 17.4 4 14.7 3 2.2 3 1,034 24 1,276 28 CC 1,495 30 2,410 14 8.4 9.2 3.4 § ReAssure GLP Far East Acc90 LylS1Pn 1,156 3 3.8 2 3.4 3 5.1 4 17.4 4 14.7 3 2.2 4 1,034 24 1,276 28 CC 1,495 30 2,410 14 8.4 9.2 3.4 RLP Pacific Pn 1,130 1110.3 3.7 3 3.9 3 5.8 3 16.9 4 13 4 5.2 1 1,039 20 1,285 27 CC 1,528 27 2,172 28 8.9 8.1 2.9 Royal London (UF/As) Far Eastern S2 Pn 2,679 - 3.5 3 4.6 2 5.8 3 18.4 3 17.4 1 2 4 1,046 16 1,311 24 CC 1,571 20 2,287 24 9.4 8.6 2.9 Scottish Prov Far East Perf Pn Inst 681 - 3.5 3 5.3 1 6.7 2 22.9 1 14.8 3 5 1 1,053 5 1,380 9 CCC 1,663 9 2,459 9 10.7 9.4 3.2 SIP FE Incl Jap Eq Pn S6 1,455 4.1 3.3 4 -3 4 3.6 4 20.6 3 15.1 2 10 1 970 33 1,211 33 C 1,533 26 1,923 32 8.9 6.8 3.4 SIP Fidelity Pacific Managed Pn S6 897 3.5 5.1 1 5.4 1 9.4 1 20.4 3 20.5 1 8.3 1 1,054 4 1,388 8 CC 1,812 2 2,447 10 12.6 9.4 4.1 Stan Life Far East Pn S1 471 182.5 4.3 1 2.6 4 9.8 1 20.8 2 15.1 2 3.9 2 1,026 27 1,361 14 CCC 1,627 14 2,577 5 10.2 9.9 3.4 § Zurich Baring Far East Bsp 41 3.3 3.8 3 0.5 4 4.9 4 19.9 3 12.8 4 8.6 1 1,005 31 1,264 32 C 1,549 24 1,776 33 9.1 5.9 3.6 Zurich Far East 1% AP 264 274.5 3.9 2 5.1 1 6.8 2 24.9 1 15 2 4.5 2 1,051 7 1,402 5 CCC 1,685 6 2,366 21 11 9 3.3 Zurich Far East Equity 2000 Pn Inet 292 3 3.8 2 5 2 6.5 2 24.4 1 14.9 3 4.3 2 1,050 12 1,391 7 CCCC 1,667 8 2,386 20 10.8 9.1 3.3 § Zurich Far East Pn 3/4 410 282.7 3.6 3 1.8 4 3.4 4 20.8 2 11.3 4 1.2 4 1,018 29 1,271 31 CC 1,432 34 1,710 34 7.4 5.5 3.3 Zurich HSBC Far East Pn 1% AP 167 - -0.1 4 -5.1 4 5.5 3 20.2 3 16.1 2 6.7 1 949 34 1,203 34 C 1,491 33 1,926 31 8.3 6.8 3.1 Ave/Total (F) 6 977 88.6 3.7 - 3.9 - 6.4 - 21.2 - 15.7 - 3.8 - 1,039 34 1,339 34 1,609 34 2,345 34 9.9 8.8 3.3 MSCI AC Far East GR GBP - 3.3 3.6 7.7 22.6 15.2 8.6 1,036 1,369 1,712 2,481 11.4 9.5 3.2

Commodity/Energy Av JPM Natural Resources AP Inet 272 6.4 2.3 2 1.7 2 16.4 1 17.7 1 33.8 2 -42.6 4 1,017 24 1,394 1 CC 1,071 25 1,162 9 1.4 1.5 4.4 Av JPM Natural Resources FP Pn Inet 141 17.2 1.6 4 1.4 2 16.3 1 15.6 2 30.4 3 -42.4 3 1,014 27 1,364 7 CC 1,024 33 1,061 27 0.5 0.6 4.1 Aviva BlackRock Gold & General Pn Inet 105 22 11.4 1 36.3 1 -12.1 3 -21.3 4 135 1 -35.6 2 1,363 11 942 35 CC 1,425 6 1,178 8 7.3 1.7 6.6 Aviva Investec Global Gold Pn Inet 158 14.1 14.8 1 42.6 1 -1.6 3 -24.8 4 155.6 1 -40.6 3 1,426 1 1,055 29 CCC 1,602 1 1,410 1 9.9 3.5 7.2 Aviva JPM Natural Resources Pn Inet 83 23.4 2.1 4 1.3 3 15.5 1 16.3 1 32.1 3 -42.1 3 1,013 30 1,362 8 CC 1,041 30 1,120 17 0.8 1.1 4.3 BlackRock Gold & General (ARC) Pn 75 40.5 11.3 1 38.1 1 -12.4 3 -20.5 3 133 1 -34.5 1 1,381 3 961 33 CC 1,467 3 - - 8 - 6.8 BlackRock Gold & General Pn 129 40.5 11.2 2 36.7 1 -13.3 4 -21.3 4 130.7 2 -35.2 1 1,367 10 933 42 CC 1,396 12 1,100 20 6.9 1 6.8 Canlife BlackRock Gold & General Pn PS4 88 0.2 12.1 1 37.3 1 -14.1 4 -20.4 3 131.9 2 -36 2 1,373 6 939 38 CC 1,395 13 1,120 16 6.9 1.1 6.7 Canlife Global Resource Pn PS4 98 10.8 3.1 2 -11.7 4 17 1 0.7 2 26.9 4 -33.1 1 883 52 1,042 30 C 884 43 - - -2.4 - 5.3 Canlife JPM Natural Resources Pn PS4 70 0.3 2.2 3 0.3 3 15.3 1 16.4 1 32.7 3 -43.2 4 1,003 41 1,346 17 CC 1,014 39 1,038 33 0.3 0.4 4.4 § HLL JP Morgan Natural Resources Pn 51 834 0.2 2.3 3 1.3 3 16.1 1 17.6 1 34.3 2 -42.7 4 1,013 31 1,383 5 CC 1,064 27 - - 1.3 - 4.4 Investec Global Energy (ARC) Pn 92 2.4 2.1 3 -2.7 4 14.3 2 0.2 2 7.6 4 -35.3 1 973 43 1,114 22 C 776 45 - - -5 - 4.9 JPM Natural Resources (ARC) Pn 80 63.5 2.3 3 1.5 2 16.3 1 17.7 1 34.4 2 -42.6 4 1,015 26 1,391 2 CC 1,073 23 - - 1.4 - 4.4 JPM Natural Resources Pn 146 63.5 2.2 3 0.5 3 15.2 2 16.6 1 33 3 -43.2 4 1,005 38 1,349 15 CC 1,020 37 1,049 29 0.4 0.5 4.4 L&G BlackRock Gold & General Pn G25 145 2 10.1 2 34.4 2 -11 3 -21.9 4 127 2 -34.1 1 1,344 17 934 40 CC 1,398 11 1,187 6 6.9 1.7 6.8 L&G Investec Global Energy Pn G25 108 0.3 1.5 4 -3.8 4 13.2 2 -0.8 3 8.1 4 -35.8 2 962 47 1,081 25 C 750 46 1,082 21 -5.6 0.8 4.9 L&G Investec Global Gold Pn G25 103 - 6.7 2 16.6 2 0.9 3 -25 4 152.1 1 -39.2 3 1,166 21 883 51 CCC 1,354 17 1,230 3 6.2 2.1 5.3 L&G Invtc Gbl Engy G17 Pn 1,205 2.6 2.1 4 -3.6 4 13.2 2 -0.7 3 6.5 4 -35.6 2 964 44 1,084 23 C 743 47 1,038 32 -5.8 0.4 4.9 L&G JPM Natural Resources Pn G25 112 2.1 1.7 4 1.4 3 15.9 1 15.8 2 29.6 4 -40.9 3 1,014 29 1,360 9 CC 1,042 29 1,128 14 0.8 1.2 4 LV= BlackRock Gold & General Pn 153 3.1 11.9 1 37 1 -13.1 4 -21.1 3 132.6 1 -35.7 2 1,370 7 940 37 CC 1,406 7 1,154 10 7 1.4 6.7 LV= BlackRock Gold & General Pn S2 118 2.4 11.9 1 37.6 1 -12.5 4 -21.1 3 132.1 1 -35.2 1 1,376 4 950 34 CC 1,429 4 1,190 5 7.4 1.8 6.7 LV= JPM Natural Resources Pn 84 2.6 2.2 3 1 3 17.3 1 17.4 1 33.8 2 -42.7 4 1,010 32 1,390 3 CC 1,066 26 1,141 12 1.3 1.3 4.4 LV= JPM Natural Resources Pn S2 125 2.5 2.2 3 1.4 2 16.4 1 17.7 1 33.8 2 -42.3 3 1,014 28 1,389 4 CC 1,072 24 1,181 7 1.4 1.7 4.4 OMW Investec Global Energy Pn 102 1.7 1.5 4 -3.9 4 12.5 2 -1.5 3 7 4 -36.7 3 961 48 1,066 27 C 723 49 1,015 38 -6.3 0.1 5 OMW Investec Global Gold Pn 110 6.7 14.3 1 41.5 1 -1 3 -26.9 4 153.5 1 -40.3 3 1,415 2 1,024 32 CCC 1,551 2 1,353 2 9.2 3.1 7.5 OMW Marlborough ETF Commodity Pn 66 0.7 1.7 4 -6.5 4 10.9 3 4.4 2 2.5 4 -23.9 1 935 50 1,082 24 C 844 44 705 40 -3.3 -3.4 3.1 OMW QI NtrlResEq(JnsHdrn) Pn 220 9.6 2.6 2 -3.6 4 14.9 2 15.6 2 31.6 3 -42.4 3 964 45 1,280 20 C 970 42 1,027 35 -0.6 0.3 4.3 OMW QIPrcusMtlsEq(BlRk) Pn 532 14.4 10.4 2 33.3 2 -13.1 4 -23.3 4 129.6 2 -35.2 1 1,333 20 889 50 CC 1,322 19 1,077 22 5.7 0.7 6.7 Phoenix Wealth BlkRcGold&GenPn S4 303 9.4 12 1 36.8 1 -13.2 4 -21.3 3 133.5 1 -35.7 2 1,368 8 935 39 CC 1,404 8 1,117 18 7 1.1 6.7 Phoenix Wealth JPMNaturalResoPn S4 311 5.7 2.2 3 0.5 3 15.2 2 16.6 1 33 3 -43.2 4 1,005 40 1,349 16 CC 1,020 38 1,049 30 0.4 0.5 4.4 Pru BlackRock Gold & General Pn Ser A 201 1.1 11.8 1 36.2 1 -12.9 4 -21.5 4 134.2 1 -35.9 2 1,362 12 932 43 CC 1,398 10 1,126 15 6.9 1.2 6.6 Pru FRIA BlackRock Gold & General Pn 116 - 11.7 1 36.1 1 -12.8 4 -21.4 4 134.1 1 -35.9 2 1,361 14 933 41 CC 1,401 9 1,129 13 7 1.2 6.6 Pru FRIA JP Morgan Natural Resources Pn 120 - 2.1 4 0.8 3 15.3 1 16.8 1 33.1 3 -42.9 4 1,008 33 1,356 10 CC 1,030 31 1,075 24 0.6 0.7 4.4 Pru JP Morgan Natural Resources Pn Ser A 183 1.2 2.2 3 0.7 3 15.1 2 16.8 1 33 3 -43 4 1,007 34 1,355 11 CC 1,027 32 1,068 25 0.5 0.7 4.4 § ReAssure AL BlackRock Gold & General Pn 346 0.1 10.8 2 34.4 2 -12.5 4 -23.1 4 129.6 2 -35.3 1 1,344 18 904 47 CC 1,343 18 1,048 31 6.1 0.5 6.7 § ReAssure AL JPM Natural Resources Pn 198 0.2 1.6 4 0.6 3 15.1 2 15.3 2 30.1 4 -42.5 3 1,006 35 1,335 18 CC 999 41 1,023 37 0 0.2 4 § ReAssure NM BlackRock Gold & General Pn 133 0.3 10.8 2 34.2 2 -12.6 4 -23.2 4 123.7 2 -35.3 1 1,342 19 901 48 CC 1,304 21 1,037 34 5.4 0.4 6.7 ReAssure ThreadneedleEnhcdComPPB Pn 91 - -1.6 4 -9.9 4 -2 3 -0.6 3 - - - - 901 51 877 52 C - - - - - - 2.4 RLP BlackRock Gold and General Pn 81 7.2 11.7 1 34.5 2 -14.3 4 -22 4 130.3 2 -36.4 3 1,345 16 899 49 CC 1,317 20 - - 5.7 - 6.7 RLP Commodity Pn 101 - 3.1 2 2.1 2 1 3 0.9 2 - - - - 1,021 23 1,041 31 CC - - - - - - 2.9

Page 3: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

130 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

RLP Investec Global Energy Pn 79 1.1 2.1 4 -3.7 4 13.1 2 -0.8 3 6.6 4 -36 2 963 46 1,081 26 C 738 48 - - -5.9 - 4.9 RLP JPMorgan Natural Resources Pn 74 8.9 2.2 3 0.5 3 15.1 2 16.8 1 32.9 3 -43.1 4 1,005 36 1,352 12 CC 1,022 35 - - 0.4 - 4.4 SIP BlackRock Gold & General Pn S8 161 0.8 10.9 2 36.8 1 -11.6 3 -22.2 4 133.1 1 -34.8 1 1,368 9 941 36 CC 1,429 5 1,208 4 7.4 1.9 6.8 SIP JPMorgan Natural Resources Pn S8 118 0.3 1.6 4 1.6 2 16.4 1 16.3 2 31.6 3 -41.9 3 1,016 25 1,376 6 CC 1,052 28 1,147 11 1 1.4 4.1 Stan Life Blackrock Gold & General Pn S4 73 28.3 11.6 1 36.2 1 -13.3 4 -21.5 4 132.2 1 -35.6 1 1,362 13 928 45 CC 1,388 15 - - 6.8 - 6.6 Stan Life Investec Enh Nat ResPn S4 113 - 3.2 2 2.6 2 8.5 3 5.1 2 28.9 4 -21.9 1 1,026 22 1,169 21 CC 1,177 22 - - 3.3 - 4.1 Stan Life JPM Natural Resources Pn 4 152 - 2.1 4 0.5 3 15.2 1 16.7 1 33.1 3 -43.1 4 1,005 39 1,351 13 CC 1,022 34 1,066 26 0.4 0.6 4.4 SW Blkrck Gold & General Pn 126 24.8 11.8 1 37.4 1 -13.3 4 -21.9 4 132.6 1 -35.7 2 1,374 5 930 44 CC 1,392 14 1,113 19 6.8 1.1 6.7 SW JPM Natural Resources Pn 74 51.9 2.2 3 0.5 3 15.3 1 16.5 1 33.4 3 -43.3 4 1,005 37 1,350 14 CC 1,022 36 1,055 28 0.4 0.5 4.4 Zurich BlackRock Gold & General Pn Inet 150 2 11.9 1 36 2 -13.7 4 -21.6 4 131.6 2 -36 2 1,360 15 920 46 CC 1,364 16 1,075 23 6.4 0.7 6.7 Zurich Investec Global Energy Pn Inet 105 0.2 2 4 -4.3 4 12.5 3 -1.2 3 6 4 -36.3 3 957 49 1,064 28 C 718 50 986 39 -6.4 -0.1 4.9 Zurich JPM Natural Resources Pn Inet 159 0.6 2.2 3 0.2 3 14.7 2 16.2 2 32.5 3 -43.4 4 1,002 42 1,335 19 CC 1,002 40 1,027 36 0 0.3 4.4 Ave/Total (F) 6 175 9.6 5.8 - 13.8 - 3.7 - -2.5 - 71.6 - -38.1 - 1,138 52 1,126 52 1,150 50 1,102 40 2.4 0.9 5.3

Deposit & Treasury Aegon Cash (RR) Pn 101 - 0 2 0.4 1 0 2 0 2 0.2 1 - - 1,004 8 1,004 8 CCCCC - - - - - - 0 Aviva Deposit & Treasury Pn S12 235 1087.1 0 3 -0.1 3 -0.5 3 -0.6 4 -0.4 3 -0.5 4 999 22 987 25 CCCC 979 26 971 24 -0.4 -0.3 0 Aviva Deposit (CGU) Pn 601 1087.1 0 2 0.3 2 -0.2 3 -0.2 3 0 2 -0.1 3 1,003 12 999 15 CCCCC 998 15 1,002 12 0 0 0 Aviva Deposit (CU) Pn 460 1087.1 0 3 -0.2 4 -0.5 3 -0.6 3 -0.4 4 -0.4 3 998 24 988 23 CCCC 979 24 965 26 -0.4 -0.4 0 Aviva Deposit GA Pn S1 415 1087.1 0 3 -0.1 3 -0.5 4 -0.6 3 -0.4 4 -0.4 4 999 21 988 24 CCCC 979 25 965 27 -0.4 -0.4 0 Aviva Deposit Initial PM Pn 572 1087.1 0 2 0 2 -0.4 3 -0.5 3 -0.3 3 -0.3 3 1,000 17 991 19 CCCCC 986 18 978 23 -0.3 -0.2 0 Cash (ARC) Pn 104 1642.9 0.1 1 0.7 1 0.4 1 0.3 1 0.5 1 0.5 1 1,007 1 1,014 2 CCCC 1,024 2 - - 0.5 - 0 Cash Pn 539 1642.9 0 4 -0.2 4 -0.5 4 -0.6 3 -0.4 3 -0.4 4 998 25 987 26 CCCC 979 23 982 21 -0.4 -0.2 0 L&G Cash G17 Pn G17 SH Inet 134 195.8 0 3 -0.1 3 -0.4 3 -0.6 3 -0.4 3 -0.3 3 999 20 990 21 CCCCC 983 19 982 22 -0.3 -0.2 0 L&G Cash Pn G1 1,164 351.5 0 1 0.3 1 0 2 -0.2 2 0.1 2 0 2 1,003 9 1,001 13 CCCCC 1,002 11 1,022 6 0 0.2 0 L&G Deposit Pn G1 471 - 0 2 0.2 2 0 1 0 1 0.1 2 0 2 1,002 13 1,003 10 CCCCC 1,004 9 1,007 11 0.1 0.1 0 L&G PMC Cash Pn G17 158 - 0.1 1 - - - - - - - - - - - - - - - - - - - - - - L&G Special Deposit Pn G1 843 - 0.1 1 0.7 1 0.4 1 0.3 1 0.5 1 0.5 1 1,007 2 1,014 1 CCCCC 1,024 1 1,050 3 0.5 0.5 0 M&G PP Cash Pn 7,951 321.9 0.1 1 0.6 1 0.3 1 0.1 1 0.3 1 0.4 1 1,006 4 1,010 4 CCCCC 1,017 4 1,091 1 0.3 0.9 0 NFU Mutual Deposit Pn S1 345 258.2 0 2 0.2 2 0 2 0 2 0 2 0 2 1,002 14 1,002 12 CCCCC 1,002 12 1,002 13 0 0 0 NFU Mutual FRA Deposit Pn S4 100 258.2 0 1 0.3 2 0 2 0 2 0 2 0 2 1,003 11 1,003 11 CCCCC 1,003 10 - - 0.1 - 0 NFU Mutual PPA Deposit Pn S3 131 258.2 0 4 0 3 0 2 0 2 0 2 0 2 - - - - - - - - - 0 0 0 NFU Mutual Stakeholder Deposit Pn S1 131 258.2 0 3 0 3 0 2 0 2 0 2 0 2 - - - - - - - - - 0 0 0 NFU Mutual Tr Inv Pln Deposit Pn S1 131 258.2 0 3 0 3 0 2 0 2 0 2 0 2 - - - - - - - - - 0 0 0 OMW IPL LGIM Cash Pn 103 - 0.1 1 0.6 1 0.3 1 0.1 1 0.3 1 0.3 1 1,006 5 1,009 5 CCCCC 1,016 5 - - 0.3 - 0 Phoenix Wealth AXAIMCStlngStgPn S4 197 19.8 0 3 -0.1 3 -0.5 3 -0.5 3 -0.3 3 - - 999 19 990 20 CCCC - - - - - - 0 Pru Cash ex PHP Pn Ser A 449 9.1 0 4 -0.3 4 -0.6 4 -0.8 4 -0.5 4 -0.5 4 997 31 983 34 CCCC 972 31 - - -0.6 - 0 Pru Cash Pn 722 552.9 0 4 -0.2 4 -0.6 4 -0.8 4 -0.5 4 -0.5 4 998 28 983 33 CCCC 972 30 946 32 -0.6 -0.6 0 Pru Cash Pn S1 233 0.5 0 2 0 3 -0.4 3 -0.4 3 -0.4 4 -0.4 3 - - 991 18 CCCCC 983 20 1,020 7 -0.3 0.2 0.1 Pru Cash Pn Ser A 148 543.9 0 3 0 2 0 2 0 2 0 3 0 2 - - - - - - - 1,020 8 0 0.2 0 Pru Cash S3 Pn Inet 136 129.2 0 2 0.1 2 -0.3 3 -0.5 3 -0.2 3 -0.2 3 1,001 16 993 17 CCCCC 989 17 1,027 5 -0.2 0.3 0 Pru Ex-DSF Cash Pn 661 543.9 0.1 1 0.7 1 0.3 1 0.2 1 0.5 1 0.5 1 1,007 3 1,013 3 CCCCC 1,023 3 1,081 2 0.4 0.8 0 Pru FRIA Cash Pn 449 9.1 0 4 -0.3 4 -0.6 4 -0.8 4 -0.5 4 -0.5 4 997 31 983 34 CCCC 972 31 - - -0.6 - 0 RLP Deposit Pn 461 2281.2 0 3 -0.2 4 -0.5 4 -0.7 4 -0.5 4 -0.5 4 998 27 986 29 CCCC 977 28 961 29 -0.5 -0.4 0 § Royal Liver Money Pn S2 75 3 0 3 0 3 -0.5 4 -0.5 3 -0.4 4 -0.4 3 - - 989 22 CCCC 982 21 995 19 -0.4 -0.1 0.1 Royal London (UF/As) Money Pn S1 365 - 0 4 -0.2 4 -0.5 3 -0.6 4 -0.4 3 -0.4 3 998 26 987 28 CCCC 980 22 967 25 -0.4 -0.3 0 Royal London (UF/In) Money S1 Pn 427 - 0 2 0.5 1 0.2 1 0.1 1 0.3 1 0.3 1 1,005 6 1,009 6 CCCCC 1,014 6 1,035 4 0.3 0.3 0 Royal London ANL Deposit Pn 216 - 0 3 0 3 0 2 0 2 0 2 0 2 - - - - - - - 1,001 14 0 0 0 § Royal London Cash Pn S2 127 - 0 3 0 2 0 2 0 1 0 2 0 2 1,000 18 1,000 14 CCCCC 1,000 13 999 18 0 0 0 § Royal London Deposit Pn 113 - 0 4 0 3 0 2 0 2 0 2 0 2 - - - - - - - 1,000 17 0 0 0 Royal London Deposit Pn 396 - 0 4 0.1 2 -0.3 3 -0.3 3 -0.2 3 -0.2 3 1,001 15 995 16 CCCC 991 16 990 20 -0.2 -0.1 0 Royal London Stakeholder Deposit Pn 128 - 0 2 0 3 0 2 0 2 0 2 0 2 - - - - - 1,000 14 1,000 16 0 0 0 § Scot Wid Building Society Pn 132 85.3 0.1 1 -0.2 4 -0.5 4 -0.6 4 -0.4 3 -0.6 4 998 23 987 27 CCCC 978 27 962 28 -0.4 -0.4 0 SIP L&G Cash Trust Pn S8 103 49.7 0 3 0.5 1 0.2 1 0.1 1 0.1 1 0.1 1 1,005 7 1,008 7 CCCC 1,010 7 1,018 9 0.2 0.2 0 § Stan Life Cash Pn S1 804 790.2 0 2 0.3 2 0 1 0 1 0.1 1 0.1 1 1,003 10 1,004 9 CCCC 1,005 8 1,007 10 0.1 0.1 0 Stan Life Deposit & Treasury Pn S3 96 789.3 0 2 -0.3 4 -0.5 3 -0.8 4 -0.5 4 -0.5 4 997 33 984 32 CCCCC 974 29 950 30 -0.5 -0.5 0.1 Stan Life EY Money Market Active Pn S4 98 1.1 0 4 -0.3 4 -0.6 4 -0.8 4 -0.5 4 - - 997 30 984 31 CCCCC - - - - - - 0 Stan Life L&G Cash Pn 95 - -0.1 4 -0.3 4 -0.6 4 -0.8 4 -0.5 4 -0.6 4 997 34 982 36 CCCC 971 33 949 31 -0.6 -0.5 0.1 Stan Life Money Market (CR) Pn 98 36.9 0 4 -0.3 4 -0.6 4 -0.8 4 -0.5 4 - - 997 29 984 30 CCCC - - - - - - 0 § United Friendly Money Pn S1 340 - 0 2 0 3 0 2 0 2 0 2 0 2 - - - - - - - 1,001 15 0 0 0 Zurich Deposit & Treasury Pn Inet 460 89.1 -0.1 4 -0.9 4 -1.2 4 -1.4 4 -1.2 4 -1.3 4 991 35 965 37 CCCCC 941 34 - - -1.2 - 0 Ave/Total (F) 6 483 365.5 0 - 0.1 - -0.2 - -0.3 - -0.2 - -0.2 - 1,001 35 994 37 992 34 998 32 -0.1 0 0

Europe excl. UK Equities § Abbey European Pn 1,723 - 2.6 3 3.5 2 5.2 2 24.1 2 7 3 8 3 1,035 61 1,351 47 CCC 1,563 57 2,342 67 9.3 8.9 3.4 § Abbey HS European Pn C 818 - 2.3 3 -0.3 3 -0.3 4 14.4 4 8.5 2 1.5 4 997 87 1,137 115 C 1,252 113 1,563 100 4.6 4.6 3.2 Agn BR Euro Eq Tkr (ARC) Pn 240 159.4 2.5 3 5.4 1 5.3 2 25 2 7.9 2 6.8 4 1,054 20 1,387 20 - 1,600 38 - - 9.9 - 3.4 Aviva European CGU Pn 1,441 4292.9 2.2 3 -1.4 4 3.4 3 23.2 2 11.1 1 11.5 2 986 100 1,257 106 CC 1,557 62 2,344 66 9.3 8.9 3.4 Aviva European Equity NU Pn S3 241 4292.9 2.1 3 -1.8 4 3 3 22.8 3 10.7 1 11.1 2 982 103 1,243 110 CC 1,528 79 2,257 83 8.9 8.5 3.4 Aviva European Equity Pn Inet 484 4292.9 2.2 3 -1.4 4 3.5 3 23.3 2 11.1 1 11.5 2 986 99 1,258 105 CC 1,559 61 2,357 64 9.3 9 3.4 Aviva European GA Pn S1 1,331 4292.9 2.1 3 -1.7 4 3 3 22.8 3 10.7 1 11.1 2 983 102 1,243 109 CC 1,528 80 2,257 84 8.9 8.5 3.4 Aviva Your Pension European CGU Pn 1,630 4292.9 2.2 3 -0.8 4 4.1 3 24 2 11.8 1 12.2 1 992 93 1,281 88 CC 1,607 35 2,495 38 9.9 9.6 3.4 BlackRock AqCo European Eq Pn S2 634 450.5 1.9 4 4.6 2 6 2 24.8 2 7.9 2 6.9 4 1,046 29 1,384 22 CCCC 1,595 40 2,526 33 9.8 9.7 3.3 BlackRock Ascent Lf Eur Eq Pn S2 961 493.3 0.7 4 4 2 6.2 1 23 2 9.2 2 14 1 1,040 51 1,359 38 CCCC 1,692 17 2,678 19 11.1 10.4 3 Canlife Artemis European Growth Pn PS4 132 0.3 1.4 4 -4 4 1.7 4 27.5 1 6.3 3 4.4 4 960 110 1,245 108 C 1,382 112 2,309 71 6.7 8.7 3.8 Canlife European Pn PS4 2,868 28.5 1 4 1.5 3 3 3 20.5 3 7.5 3 9.7 2 1,015 75 1,260 104 CC 1,486 99 2,239 89 8.2 8.4 3.2 Canlife Fidelity European Pn PS4 426 0.5 1.6 4 6.2 1 11.1 1 18.6 4 9.2 2 10.4 2 1,062 9 1,399 14 CCCC 1,686 20 2,606 27 11 10.1 3 Canlife SVM Continental Europe Pn PS4 319 0.9 2.4 3 0.3 3 4.6 2 24 2 5.7 4 20 1 1,003 82 1,301 77 CC 1,651 28 2,726 14 10.5 10.5 3.2 Canlife Tndle Eupn Sel Pn PS4 500 1 2.6 3 8.9 1 5.7 2 17.3 4 10.3 1 14.3 1 1,089 2 1,351 46 CCC 1,704 14 3,287 5 11.2 12.6 3.2 § Cler Med FRP European Pn 3,364 - 2.3 3 3.6 2 4.8 2 25.6 1 7.4 3 8.8 3 1,036 60 1,364 34 CCCC 1,594 43 2,461 44 9.8 9.4 3.3 § Cler Med Mngd European Ex UK Eq Pn 663 - 0 4 -0.4 3 -0.4 4 -0.4 4 3.1 4 77.9 1 996 88 988 117 CC 1,812 9 2,859 8 12.6 11.1 0 Clerical Medical European Pension 1,735 194.2 2.3 3 3.7 2 4.8 2 25.6 1 7.5 3 8.8 3 1,037 58 1,364 33 CCCC 1,595 41 2,461 43 9.8 9.4 3.3 CM Fidelity European Pension 317 38.2 1.6 4 5.9 1 11 1 18.5 4 8.9 2 10.4 2 1,059 14 1,393 18 CCCC 1,675 23 2,583 29 10.9 10 3 CM Newton Continental European Pension 3,776 13.9 2.9 2 4.2 2 8 1 15.8 4 12.9 1 9.8 2 1,042 42 1,304 75 CC 1,616 32 2,306 72 10.1 8.7 2.9 CM Schroder European Alpha Pension 284 10.2 1.1 4 -8.1 4 1.7 4 36 1 5.6 4 8.4 3 919 116 1,271 97 CC 1,455 107 2,129 97 7.8 7.8 3.6 Continental European Equity Tracker Pn 238 226.5 2.7 3 3.9 2 4 3 24 2 6.4 3 6.8 4 1,039 54 1,340 52 - 1,523 83 - - 8.8 - 3.3 Contl Euro Eq Tr ARC Pn 233 226.5 2.8 2 4.9 1 5 2 25.1 1 7.4 3 7.8 3 1,049 26 1,377 26 - 1,594 42 - - 9.8 - 3.3 § Equitable European Pn 1,085 102.3 2.5 3 3.4 2 4.5 2 26.2 1 8.2 2 9.4 3 1,034 62 1,364 36 CCC 1,614 33 2,524 34 10.1 9.7 3.4 European (ARC) Pn 226 1430.3 3.3 1 5.4 1 5.2 2 20.5 3 5.2 4 10 2 1,054 19 1,336 56 CC 1,545 69 - - 9.1 - 3.3 European Pn 1,203 1430.3 3.2 2 4.7 2 4.4 3 19.6 3 4.5 4 9.2 3 1,047 28 1,308 72 CC 1,492 95 2,212 92 8.3 8.3 3.3 Formerly Lloyds TSB European Pension 1,387 36.7 2.5 3 3.4 2 4.7 2 26.1 1 5.8 4 6.9 4 1,034 63 1,365 32 CCC 1,545 70 2,238 90 9.1 8.4 3.5 Guardian Choices European Pn 1,103 - 6.1 1 12.8 1 9.8 1 17.7 4 18.2 1 4 4 1,128 1 1,458 6 CCCCC 1,792 11 2,643 22 12.4 10.2 3.2 § Halifax European Pension 234 24.9 2.3 3 3.8 2 4.9 2 25.7 1 7.6 2 8.9 3 1,038 55 1,368 30 CCC 1,603 36 2,457 45 9.9 9.4 3.3

Page 4: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 131

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ Halifax IM European Pn 380 - 2.9 2 4.6 2 8.4 1 16.2 4 13.3 1 10.3 2 1,046 32 1,318 68 CCC 1,645 30 2,350 65 10.5 8.9 2.9 § HLL BlackRock European Dynamic Pn 51 2,868 1.5 1.9 4 4.5 2 10.5 1 23.4 2 11.6 1 17.7 1 1,045 36 1,424 9 CCC 1,871 7 - - 13.3 - 3.7 § HLL JOHCM Continental European Pn 51 1,429 1.2 2.9 2 0.7 3 5.2 2 21.1 3 8.4 2 - - 1,007 78 1,283 86 CC - - - - - - 3.2 Invesco European Equity Pn 5 298 35 1 4 -4.4 4 0.6 4 33.6 1 3.8 4 10.2 2 956 114 1,285 85 CCC 1,469 102 2,523 35 8 9.7 3.9 L&G European Equity Index G17 Pn SH Inet 280 50.1 2.7 3 3.9 2 4 3 23.9 2 6.2 3 6.8 4 1,039 52 1,338 53 - 1,518 87 2,256 85 8.7 8.5 3.3 L&G European Equity Index Pn G1 306 164.9 2.8 2 4.3 2 4.4 3 24.2 2 6.7 3 7.2 3 1,043 39 1,352 45 CCC 1,546 68 2,337 69 9.1 8.9 3.3 L&G European G17 Pn SH Inet 233 32 4.9 1 -4.3 4 7.2 1 22.5 3 6.4 3 9.1 3 957 113 1,257 107 C 1,458 106 2,153 95 7.8 8 3.9 L&G European Pn G1 1,406 197.9 5 1 -3.9 4 7.6 1 22.9 2 6.7 3 9.5 3 961 109 1,272 96 C 1,487 98 2,242 88 8.3 8.4 3.9 L&G IPMGLGCtlEurGrthPn 506 30.9 2.2 3 3.3 2 8.3 1 25.5 1 22.6 1 30.5 1 1,033 64 1,403 11 CCC 2,245 1 4,085 2 17.6 15.1 3.5 LV= Fidelity Index Europe ex UK Pn S2 159 14.5 2.8 2 5.5 1 5 2 24.5 2 7.2 3 - - 1,055 17 1,378 25 - - - - - - - 3.3 LV= JPM Europe Dynamic Ex UK Pn 228 5.5 3.2 2 -0.8 4 4.2 3 26.1 1 7.5 3 9.7 2 992 94 1,304 74 CC 1,539 73 2,914 7 9 11.3 3.5 LV= JPM Europe Dynamic Ex UK Pn S2 344 5.5 3.1 2 -0.2 3 4.9 2 26.7 1 8.2 2 10.5 2 998 85 1,326 61 CC 1,586 47 3,077 6 9.7 11.9 3.5 LV= VngurdFTSEDldEurpexUKEqIdxPn 304 8.7 1.8 4 4 2 5.2 2 24.8 2 7.6 2 6.3 4 1,040 50 1,365 31 - 1,562 60 2,414 49 9.3 9.2 3.4 LV= VngurdFTSEDldEurpexUKEqIdxpns2 241 8.3 1.9 4 4 2 5.4 2 25 2 7.9 2 6.3 4 1,040 48 1,369 29 - 1,571 52 2,399 54 9.5 9.1 3.4 M&G PP Europe Equity Passive Pn 3,308 71.8 1.9 4 4.1 2 5.4 2 24.2 2 6.3 3 9.5 3 1,041 46 1,363 37 CCC 1,587 46 2,415 48 9.7 9.2 3.2 M&G PP Europe Equity Pn 3,726 - 0.8 4 -2.2 4 6 2 24.8 2 6.2 4 11.2 2 978 105 1,294 80 CCC 1,528 81 2,226 91 8.8 8.3 3 § Medical Sickness Soc European Pn 1,045 2.8 1 4 -4.2 4 0.7 4 33.4 1 4 4 9.6 3 958 112 1,286 83 CC 1,465 103 2,476 41 7.9 9.5 3.9 § MetLife Europe Equity Index Pn 184 84.3 2.7 3 4.5 2 4.3 3 24.1 2 7 3 7.1 3 1,045 33 1,353 43 CCC 1,551 65 2,304 73 9.2 8.7 3.3 MetLife Fidelity European Pn 222 5.7 1.7 4 6.3 1 11.4 1 19 4 9.3 2 10.9 2 1,063 7 1,408 10 CCCC 1,708 13 2,697 17 11.3 10.4 3 § NPI European Pn S1/2 552 - 3.7 1 4.2 2 5.2 2 23.9 2 7 3 7.7 3 1,042 41 1,358 39 CCC 1,565 54 2,381 58 9.4 9.1 3.5 OMW Barings Europe Select Trust Pn 3,340 20.7 4.3 1 2.7 3 8.8 1 23.6 2 21.3 1 14.8 1 1,027 69 1,382 24 CC 1,925 5 3,840 4 14 14.4 3.4 OMW Fidelity European Pn 6,145 76.2 2.9 2 6 1 11.9 1 17.5 4 10 1 9.6 3 1,060 13 1,394 17 CCCC 1,681 21 2,638 23 10.9 10.2 3.3 OMW Invesco European Equity Pn 1,671 55.2 1.7 4 -4.1 4 -0.7 4 33.1 1 3.7 4 7.3 3 959 111 1,268 100 CC 1,411 110 2,404 50 7.1 9.2 4 OMW IPL BkAq CoErpnEqPn 204 - 3.1 2 5.6 1 5.1 2 25.1 2 8 2 6.8 4 1,056 15 1,388 19 CCCC 1,601 37 - - 9.9 - 3.5 OMW JnsHndrsnEur Sel Opps Pn 2,631 51.6 4.6 1 4.3 2 2.8 4 18.9 4 6.5 3 9.1 3 1,043 38 1,275 95 CC 1,482 100 2,563 30 8.2 9.9 3.3 OMW Jupiter European Pn 823 39.5 4.8 1 5.3 1 21.9 1 16.3 4 12.4 1 21.4 1 1,053 22 1,492 5 CCCCC 2,036 4 4,154 1 15.3 15.3 3.6 OMW Prof Fidelity Euro Opportunities Pn 1,052 1.4 3 2 0.6 3 4.4 3 20.5 3 9.9 1 12.4 1 1,006 79 1,266 102 CC 1,563 58 2,379 60 9.3 9.1 3.7 OMW Prof Fidelity Euro Pn 1,933 9.1 2.9 2 6.8 1 12.8 1 18.3 4 10.9 1 10.4 2 1,068 5 1,425 7 CCCC 1,745 12 2,846 9 11.8 11 3.3 OMW Prof iShares Cnt Epn Eq Id UKPn 935 8.7 3.8 1 5.4 1 5.1 2 25 2 8 2 5.9 4 1,054 18 1,385 21 - 1,583 49 2,490 39 9.6 9.6 3.5 OMW Prof JnsHndrsnEurSelOppPn 504 5.2 4.7 1 5.2 1 3.6 3 19.5 3 7.6 2 9.9 2 1,052 23 1,301 76 CC 1,539 72 2,768 12 9 10.7 3.3 § Phoenix Alba LAS European Pn LAS 1,702 - 2.6 3 -0.5 3 4.3 3 23.2 2 7.4 3 7.9 3 995 89 1,278 93 CC 1,481 101 2,201 94 8.2 8.2 3.5 § Phoenix Cent European OM Pn 1 1,166 - 2.5 3 -1.1 4 3.7 3 23.4 2 6.7 3 5.7 4 989 97 1,266 103 CC 1,427 109 2,084 98 7.4 7.6 3.6 § Phoenix European Pn 334 - 2.7 3 0.5 3 5.5 2 25.4 1 8.5 2 7.7 3 1,005 80 1,330 58 CCC 1,554 63 2,546 32 9.2 9.8 3.6 § Phoenix SCP European Pn Ret 945 - 2.4 3 0.2 3 4.8 2 22 3 8.1 2 12 1 1,002 84 1,280 90 CC 1,549 66 2,399 55 9.1 9.1 3.3 § Phoenix SM European Pn 1,946 - 2.4 3 0.3 3 4.8 2 21.8 3 8.2 2 12 1 1,003 81 1,281 87 CC 1,552 64 2,401 51 9.2 9.2 3.3 § Phoenix SM Fidelity European Pn 487 - 1.6 4 6.1 1 11.2 1 18.4 4 8.8 2 10.4 2 1,061 12 1,396 15 CCCC 1,676 22 2,604 28 10.9 10 3 Phoenix Wealth AqaCnctErpnEqIxPn S4 457 30.4 3 2 4.8 1 4.3 3 24.1 2 7.2 3 6 4 1,048 27 1,357 41 CCCC 1,541 71 2,328 70 9 8.8 3.5 § Phoenix Wealth BlaRoEurDynPn S4 583 12.6 1.8 4 3.8 2 9.7 1 22.5 3 10.8 1 16.9 1 1,038 56 1,395 16 CCC 1,808 10 - - 12.6 - 3.7 Phoenix Wealth EliteEurEqPn S4 506 56.9 2.5 3 1.2 3 3.8 3 23 2 8 2 9.8 2 1,012 76 1,292 81 CC 1,533 77 2,377 61 8.9 9 3.3 Phoenix Wealth Fidelity European Pn S4 521 17.3 1.6 4 6.2 1 11.2 1 18.7 4 9.1 2 10.6 2 1,062 10 1,402 12 CCCC 1,691 18 2,633 24 11.1 10.2 3 Phoenix Wealth Jupiter European Pn S4 557 13.3 3 2 6.3 1 20.5 1 17.1 4 11.1 1 23.2 1 1,063 8 1,499 4 CCCCC 2,051 3 - - 15.5 - 3.5 Pru BlkRk Asct Eur Eq Pn 362 2.9 -1.7 4 2.8 3 3.4 3 25.2 1 6 4 14.3 1 1,028 68 1,330 60 CCCC 1,612 34 2,379 59 10 9.1 3.4 Pru Europe Equity Passive Pn S3 Inet 361 9.5 1.8 4 4.1 2 5.1 2 23.6 2 6.1 4 8.9 3 1,041 45 1,352 44 CCC 1,563 55 2,340 68 9.3 8.9 3.1 Pru European Pn Ser A 340 41.1 1.7 4 -1.8 4 4.6 2 24.7 2 6.7 3 9.5 3 982 104 1,280 91 CC 1,495 94 2,202 93 8.4 8.2 3.3 Pru Ex-DSF European Pn 621 - 1.8 4 -0.8 4 5.6 2 26 1 7.7 2 10.6 2 992 96 1,319 67 CCC 1,572 51 2,434 47 9.5 9.3 3.3 Pru FRIA M&G European Select Pn 310 - 0.1 4 -3.2 4 7.3 1 22.1 3 8.7 2 11.5 2 968 107 1,268 99 CC 1,536 75 2,252 87 9 8.5 3.3 Pru Jns HdrsnEurSelOpp Pn 302 2.3 3.6 1 4.6 2 2.6 4 19.8 3 5.4 4 11 2 1,046 31 1,285 84 CC 1,504 93 2,550 31 8.5 9.8 3.1 Pru M&G European Select Pn 2,258 26.7 0.1 4 -3.2 4 7.3 1 22.1 3 8.6 2 11.5 2 968 106 1,269 98 CC 1,537 74 2,272 82 9 8.6 3.3 § ReAssure GLP European 4 Star S1 Pn 1,400 8.7 2.8 2 4.5 2 3.9 3 20.3 3 8.8 2 4.8 4 1,045 35 1,307 73 CCC 1,490 97 2,300 74 8.3 8.7 3.4 § ReAssure GLP European Acc 90 S1 Pn 1,181 11.6 2.8 2 3.7 2 3.2 3 19.4 4 8 2 4 4 1,037 57 1,277 94 CC 1,434 108 2,132 96 7.5 7.9 3.4 ReAssure HL SHEurEqIdxTkrPn 1 527 85.8 2.8 2 4.3 2 4.2 3 23.6 2 6 4 7.6 3 1,043 40 1,343 51 - 1,531 78 2,254 86 8.9 8.5 3.5 § ReAssure NM European Eq Tracker Pn 296 5 2.9 2 4.9 1 4.4 2 24.4 2 7.6 2 6.5 4 1,049 24 1,364 35 - 1,562 59 2,400 52 9.3 9.1 3.5 § ReAssure NM European Equity Pn 381 50.5 2.9 2 4.9 1 4.3 3 20.7 3 9.1 2 5.1 4 1,049 25 1,321 64 CCC 1,515 88 2,376 62 8.7 9 3.4 RLP BlackRock Acs EurEqId Pn 303 24.5 2.6 3 4.4 2 4.4 3 24.4 2 6.8 3 5.8 4 1,044 37 1,357 40 - 1,533 76 2,278 80 8.9 8.6 3.4 RLP EurCre+(FidelityEurpnBlend)Pn 211 22.1 1.7 4 3.3 2 7.2 1 19.3 4 8.3 2 11.6 2 1,033 65 1,320 66 CCC 1,597 39 2,399 53 9.8 9.1 3.2 RLP European Pn 3,318 1294.9 2.5 3 2.6 3 3.6 3 25.8 1 4.3 4 8.4 3 1,026 70 1,337 55 CCC 1,512 91 2,296 75 8.6 8.7 3.4 RLP EurSp(Col Thrdndl Eur Sel)Pn 169 27.7 2.6 3 8.9 1 6.1 2 50.7 1 -5.6 4 2.9 4 1,089 3 1,741 1 CCC 1,692 16 2,686 18 11.1 10.4 4 RLP Jupiter Eurpn SplSitsPn 211 10.8 3.1 2 1.7 3 -0.6 4 21.1 3 7.4 3 10.9 2 1,017 73 1,224 113 C 1,458 105 - - 7.8 - 3.1 Royal London (UF/As) European S2 Pn 1,280 - 2.4 3 2 3 3.4 3 26.4 1 3.4 4 9.5 3 1,020 71 1,332 57 CCC 1,509 92 2,287 78 8.6 8.6 3.4 § Royal London European Growth Pn S2 262 - 3 2 4.6 2 14 1 19.5 3 9.9 1 18.3 1 1,046 30 1,425 8 CCCC 1,852 8 2,512 37 13.1 9.6 3.2 § Royal London Fidelity European Pn 202 - 2.8 2 5.3 1 11.3 1 16.8 4 9.4 2 8.9 3 1,053 21 1,370 28 CCCC 1,631 31 2,464 42 10.3 9.4 3.3 § Royal London JPM Eur Sm Cos Pn 220 - 1.2 4 -10.8 4 8.9 1 21.2 3 26.1 1 12.7 1 892 117 1,177 114 CC 1,673 24 2,805 11 10.8 10.9 3.6 Scottish Prov Europe Performance Pn Inst 812 - 2.4 3 0.2 3 4.8 2 21.9 3 8.1 2 11.8 2 1,002 83 1,281 89 CC 1,547 67 2,394 56 9.1 9.1 3.3 Scottish Widows Eurpen Pn 244 406.2 2.5 3 3.7 2 4.9 2 26.3 1 6.1 4 7.2 3 1,037 59 1,374 27 CCC 1,563 56 2,289 77 9.3 8.6 3.5 SIP European Equity Pn S6 498 74 2.4 3 1.9 3 6.3 1 22.8 3 5.9 4 11.3 2 1,019 72 1,330 59 CCC 1,568 53 2,286 79 9.4 8.6 3.3 SIP Fidelity European Managed Pn S6 3,750 38.8 2.9 2 2.8 3 7.4 1 18.5 4 9.4 1 10.6 2 1,028 67 1,309 70 CCCC 1,583 48 2,365 63 9.6 9 3.4 SIP Hend Eurpn Sm Cos Pn S6 580 1.1 2.6 3 -1.5 4 7.8 1 43.9 1 13.8 1 10.7 2 985 101 1,527 2 CCC 1,924 6 3,994 3 14 14.9 4.2 § SIP Henderson European Growth Pn S6 231 1.7 2.3 3 -0.2 3 3.1 3 19.5 3 14.7 1 13 1 998 86 1,229 112 CC 1,593 44 2,766 13 9.8 10.7 3.4 SIP Henderson Eurpn Sel Opps Pn S6 278 1.2 4.5 1 4.2 2 2.7 4 18.4 4 6.3 3 8.7 3 1,042 43 1,266 101 CC 1,464 104 2,485 40 7.9 9.5 3.3 SLFC (Citibank) European Pn 1,050 - 6 1 -0.6 3 4.5 2 27.5 1 6.7 3 17.9 1 994 91 1,325 63 CC 1,666 26 2,704 15 10.7 10.5 4 SLFC (Laurentian) European Pn 725 - 6 1 -0.7 4 4.4 3 27.4 1 6.5 3 17.7 1 993 92 1,320 65 CC 1,656 27 2,657 20 10.6 10.3 4 SLFC (Liberty) European Pn 144 - 6 1 -0.8 4 4.3 3 27.2 1 6.5 3 17.6 1 992 95 1,315 69 C 1,647 29 2,624 26 10.5 10.1 3.9 SLFC European Pn 1,098 248.9 6.1 1 -0.6 3 4.5 2 27.6 1 6.7 3 17.9 1 994 90 1,325 62 CC 1,666 25 2,704 16 10.7 10.5 4 Stan Life European Equity Pn S1 1,133 616.4 2.7 3 0.8 3 4.9 2 22.8 3 7 3 8.8 3 1,008 77 1,299 78 CCC 1,513 90 2,389 57 8.6 9.1 3.2 Stan Life European Equity Tracker Pn S3 303 201 2.7 2 3.9 2 4.4 2 23.9 2 6.9 3 5.9 4 1,039 53 1,345 49 - 1,522 84 2,293 76 8.8 8.7 3.5 Stan Life iShrsContErpnEqIdxPn S4 195 86.4 2.6 3 4 2 3.8 3 23.9 2 6.4 3 6.8 4 1,040 47 1,338 54 - 1,521 86 - - 8.7 - 3.3 Stan Life Jan Hend EurSelOpp Pn S3 376 - 3.6 1 4.5 2 2.4 4 19.6 3 5.2 4 10.8 2 1,045 34 1,280 92 CC 1,492 96 2,512 36 8.3 9.6 3.1 Stan Life Vd FTSEDvEpexUKPn S3 216 - 2.4 3 4 2 4.6 2 23.5 2 7.4 3 5.7 4 1,040 49 1,344 50 - 1,526 82 - - 8.8 - 3.2 SW Fidelity European Pension Series 2 580 135.4 1.6 4 6.1 1 11.2 1 18.7 4 9 2 10.6 2 1,061 11 1,400 13 CCCC 1,688 19 2,627 25 11 10.1 3 SW JPM Europe Dyn Ex UK Pn 206 42.4 3.2 2 -1.2 4 4 3 25.5 1 7.3 3 9.4 3 988 98 1,290 82 CC 1,515 89 2,805 10 8.7 10.9 3.5 SW Schroder European Recovery Pn CS1 729 - 4.3 1 3.2 3 1.2 4 24.3 2 2.2 4 - - 1,032 66 1,298 79 C - - - - - - 3.4 SW SSGA EuropeExUKEqIdxPn 182 81.1 2.8 2 4.1 2 4.4 3 23.7 2 7 3 5.7 4 1,041 44 1,345 48 - 1,521 85 2,277 81 8.8 8.6 3.5 Wesleyan European Share Pn S2 236 3.5 3.4 1 1.6 3 4.7 2 22.9 2 6.4 3 13.6 1 1,016 74 1,308 71 CC 1,581 50 - - 9.6 - 3.5 Zurich AqEurpnEqIdxPn 1,345 38.4 3.1 2 5.5 1 5 2 24.9 2 7.8 2 6.7 4 1,055 16 1,383 23 CCCC 1,591 45 2,434 46 9.7 9.3 3.5 § Zurich Baring European Bsp 169 6.3 2.6 3 -3.2 4 2.7 4 24.2 2 3.3 4 8.9 3 968 108 1,234 111 C 1,389 111 1,900 99 6.8 6.6 3.7 § Zurich HSBC European Csp 141 3.8 1.8 4 -4.7 4 -2.9 4 15.2 4 1.7 4 11 2 953 115 1,066 116 C 1,204 114 1,454 101 3.8 3.8 3.4 Zurich Jupiter European Pn Inet 1,082 - 3 2 6.5 1 20.7 1 16.8 4 11.7 1 23.4 1 1,065 6 1,501 3 CCCCC 2,068 2 - - 15.6 - 3.5 Zurich Threadneedle European Pn 1 EP 1,918 34.8 2.6 3 7.9 1 5.8 2 18.4 4 6.6 3 17.4 1 1,079 4 1,353 42 CCC 1,693 15 2,654 21 11.1 10.3 3.1 Ave/Total (F) 6 930 265.8 2.6 - 2.3 - 5.6 - 23 - 8.1 - 10.9 - 1,023 117 1,329 117 1,594 114 2,495 101 9.7 9.5 3.4 MSCI Europe Ex UK GR GBP - 1.9 5 6.1 24.2 6.8 10.2 1,050 1,384 1,629 2,556 10.2 9.8 3.1

Page 5: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

132 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Europe incl. UK Equities Av Cap Grp Eurpn Gth&Inc Pn 310 14.2 2.2 3 2.4 2 3.6 4 20.1 3 5.9 3 12.2 2 1,024 6 1,274 8 CCC 1,514 7 2,777 3 8.6 10.8 2.9 Av MyMCapGrpEurpnGth&Inc Pn 142 - 1.1 4 2 2 4.1 3 19.9 4 - - - - 1,020 7 1,273 9 CC - - - - - - 2.7 Fidelity European Equity Pn Cl4 349 - 3.3 1 10.2 1 5.6 2 20.1 3 4.1 4 12.6 2 1,102 1 1,397 2 CCC 1,638 5 2,552 5 10.4 9.8 3.2 Lazard European Small Companies (ARC) Pn 316 160.4 1.4 4 -6.2 4 8.4 1 28 1 17 1 22.3 1 938 15 1,302 6 C 1,863 2 - - 13.2 - 3.6 Lazard European Small Companies Pn 1,076 160.4 1.3 4 -7.1 4 7.3 1 26.7 1 15.9 1 21.1 1 929 16 1,263 11 C 1,772 4 3,790 1 12.1 14.3 3.6 OMW Aberdeen Eurpn Sm Cos Eq Pn 234 4.7 1.7 3 4.6 1 21 1 24.9 2 8.6 2 4.8 4 1,046 2 1,581 1 CCCC 1,798 3 3,369 2 12.5 12.9 3.9 OMW BNP Paribas L1 Equity Europe Pn 206 0.2 2.4 3 1.1 2 4.6 3 20.2 3 0.9 4 2.3 4 1,011 8 1,270 10 CCC 1,312 13 2,046 7 5.6 7.4 3.3 OMW M&G Pan European Sel Sm Cos Pn 222 0.8 3.3 1 -7.4 4 -2.7 4 30 1 10.7 1 8.7 3 926 17 1,171 15 C 1,409 12 2,691 4 7.1 10.4 3.4 OMW Merian European Equity Pn 162 - 2.8 3 -0.3 3 -2.1 4 22 2 -4.6 4 5.2 3 997 11 1,190 13 CC 1,195 15 - - 3.6 - 3.4 OMW Old Mutual European Best Ideas Pn 172 0.2 2.9 2 -0.9 3 2.4 4 17.1 4 7.6 2 12.6 1 991 12 1,189 14 CC 1,441 10 - - 7.6 - 3.2 § ReAssure AL Europe Tracker TGSB Pn TGSB 165 - 2.8 2 4.2 1 3.7 3 23.5 2 6.9 3 5.7 3 1,042 3 1,336 5 - 1,510 8 1,846 8 8.6 6.3 3.5 § ReAssure BL Eupn Eq Trk Pn IV 247 - 2.9 2 3.5 1 4.9 2 26.4 1 8.4 2 3.4 4 1,035 4 1,373 3 - 1,538 6 2,279 6 9 8.6 3 Stan Life Hms SourcpEupnAlpha Pn S7 207 - 3 1 0.4 2 4.6 3 19 4 10 2 8.7 3 1,004 9 1,249 12 CC 1,493 9 - - 8.4 - 3.6 Stan Life SLI ErpnEq Uncnstrd Pn S4 170 1 3.2 1 -4.7 4 3.7 4 12.7 4 2.8 4 11.8 2 953 14 1,114 16 C 1,281 14 - - 5.1 - 3.1 Stan Life SLI Europn Smlr Cmp Pn S3 299 30 -0.3 4 -0.3 3 10.6 1 23.1 2 18.6 1 18.5 1 997 10 1,358 4 CCC 1,909 1 - - 13.8 - 3.8 Stan Life Vang SRI Eurpn Stk Pn S4 155 - 2.9 2 2.5 1 4.8 2 20 3 5 3 4.7 4 1,025 5 1,289 7 - 1,416 11 - - 7.2 - 3.2 SW Allianz Eurpn Eq Div Pn 114 0.3 0 4 -4.2 4 5.5 2 - - - - - - 958 13 - - C - - - - - - - Ave/Total (F) 6 267 21.9 2.2 - 0 - 5.3 - 22.1 - 7.9 - 10.3 - 1,000 17 1,289 16 1,539 15 2,669 8 8.8 10.1 3.3 MSCI AC Europe GR GBP - 2 4.8 6.8 21.4 6.2 6.6 1,048 1,359 1,539 2,471 9 9.5 2.9

Flexible Investment § Abbey Target Managed Growth Pn 900 - 4.2 2 4.7 3 8.3 2 16.3 1 8.1 2 6.3 3 1,047 56 1,319 21 CCC 1,517 44 2,389 53 8.7 9.1 3 Agn Blk LPath MaturePn Q 74 - 2.8 4 9.7 1 2.6 4 -4.3 4 21 1 14.6 1 1,097 9 1,078 105 C 1,495 53 - - 8.4 - 2.7 Av Lifestyle Retirement 2025 AP Inet 1,001 261.3 2.6 4 4.2 3 5.7 3 13.1 3 5.8 3 5.4 4 1,042 61 1,247 72 CCCCC 1,390 83 2,341 58 6.8 8.9 1.9 Av Lifestyle Retirement 2030 AP Inet 1,038 346.1 3.1 3 3.6 3 7.8 2 15.4 2 6 3 5.4 4 1,036 69 1,289 44 CCCC 1,440 68 2,426 49 7.6 9.3 2.6 Av Lifestyle Retirement 2035 AP Inet 1,036 327.1 3.1 3 3.5 3 7.8 2 15.4 2 6 3 5.4 4 1,035 71 1,288 45 CCCC 1,439 71 2,423 51 7.5 9.3 2.6 Av Lifestyle Retirement 2040 AP Inet 1,038 368.4 3.1 3 3.5 3 7.8 2 15.5 2 6 3 5.4 4 1,035 72 1,288 46 CCCC 1,439 70 2,426 50 7.5 9.3 2.6 Aviva Flexible Investment (CU) Pn 815 167.3 3.5 2 5.1 2 6.2 3 14.9 2 6.8 3 9.1 2 1,051 52 1,283 47 CCC 1,496 52 2,403 52 8.4 9.2 2.5 Canlife Adventurous Index Portfolio Pn 156 1 4.5 1 8.7 1 9.1 1 15.4 2 - - - - 1,087 17 1,369 8 CCCC - - - - - - 2.6 Canlife FIA Adventurous Passive Pn 233 28.6 4.4 1 8.6 1 9.1 1 15.5 2 13 1 5.7 3 1,086 18 1,368 9 CCCC 1,635 12 - - 10.3 - 2.6 Canlife FIA Jupiter Merl Gth Pfl Pn 235 68.9 6.3 1 9.9 1 8.6 1 11.4 3 8.8 2 11.9 1 1,099 5 1,330 18 CCCC 1,619 15 - - 10.1 - 2.9 Canlife Jup Mer Gr Pr TRA Pn 151 0.7 6.3 1 10.6 1 9.2 1 12 3 - - - - 1,106 3 1,353 13 CCCC - - - - - - 2.9 Canlife Portfolio 7 Pn PS4 182 1.2 2.9 3 2.2 4 7.3 2 13.5 3 5.9 3 5.4 4 1,022 82 1,244 75 CCC 1,389 84 2,117 70 6.8 7.8 2.3 § Canterbury Exempt Managed Pn 2,415 - - - 1.2 4 9.1 1 13.9 3 6.2 3 7.6 3 1,012 90 1,259 62 CCC 1,439 69 2,338 59 7.6 8.9 2.5 Canterbury Managed II Pn 245 - - - 1 4 9.1 1 13.9 3 6.3 3 6.9 3 1,010 91 1,256 63 CCC 1,427 75 2,280 62 7.4 8.6 2.5 Cirilium Dynamic (ARC) Pn 197 137.7 3.7 2 0.6 4 5.6 3 20.4 1 6.9 3 8.4 2 1,006 92 1,278 49 CC 1,483 56 - - 8.2 - 2.6 Cirilium Dynamic Pn 313 137.7 3.6 2 -0.4 4 4.5 4 19.2 1 5.9 3 7.4 3 996 98 1,241 79 CC 1,410 79 2,527 37 7.1 9.7 2.6 § Cler Med Managed Stock Exchange Pn 2,240 - 3.6 2 4.6 3 8.6 1 13.5 3 9.9 1 5.6 3 1,046 58 1,290 43 CCC 1,497 51 2,351 56 8.4 8.9 2.4 Clerical Medical Adventurous Pension 416 181.5 3.2 3 3.1 3 8.5 2 15.3 2 9 2 7.1 3 1,031 77 1,290 42 CCC 1,507 49 2,627 24 8.5 10.1 2.5 § Clerical Medical Dyn Rtn G Pn 159 1.8 0.8 4 1.7 4 2.2 4 8 4 -3.5 4 0.8 4 1,017 88 1,122 102 C 1,091 101 1,481 75 1.8 4 1.7 CM Dynamic Return Pension 174 12.3 0.8 4 1.7 4 2.2 4 7.9 4 -3.5 4 0.8 4 1,017 89 1,122 103 C 1,091 100 1,480 76 1.8 4 1.7 CM Newton Multi-Asset Growth Pension 3,786 107.2 4.3 1 8 1 9.9 1 5.6 4 13.9 1 15.8 1 1,080 21 1,253 66 CC 1,654 6 2,743 9 10.6 10.6 2.8 External Stockmarket Collection (ARC) Pn 240 229.4 3.1 3 4.7 3 11.2 1 17.8 1 8.1 2 10.5 1 1,047 57 1,372 7 CCC 1,638 10 - - 10.4 - 2.6 External Stockmarket Collection Pn 336 229.4 3 3 3.8 3 10.2 1 16.7 1 7.2 3 9.5 2 1,038 66 1,335 16 CCC 1,567 26 2,784 5 9.4 10.8 2.6 Fidelity Global Diversified Pn Cl1 319 - 2.5 4 6.9 2 4.4 4 6.8 4 6.9 3 3.1 4 1,069 33 1,192 98 CC 1,315 95 1,911 73 5.6 6.7 1.7 Fidelity Global Equity 60/40 Pn Cl4 331 - 3 3 3.7 3 6.9 2 14.3 3 6.6 3 13.4 1 1,037 68 1,267 58 CC 1,533 40 2,774 6 8.9 10.7 2.7 § Halifax Opportunity Pension 105 56.9 3.1 3 3.5 3 9 1 15 2 8.6 2 7.5 3 1,035 75 1,298 38 CCC 1,515 46 2,632 23 8.7 10.2 2.4 § HLL Rathbone Global Opportunities Pn 51 3,081 3.4 5.3 1 14.2 1 18.7 1 19.1 1 15.2 1 24.1 1 1,142 1 1,614 1 CCCC 2,307 1 - - 18.2 - 3.6 Invesco Growth Managed Pn 5 4,964 67.7 2.4 4 -5.6 4 3.6 4 12.8 3 2.5 4 11.8 1 944 110 1,103 104 C 1,264 98 2,261 64 4.8 8.5 2.4 Invesco Managed Pn 5A 279 104.8 2.9 3 -3.4 4 4.4 4 16.3 1 7.2 3 12.5 1 966 108 1,174 100 C 1,415 76 2,602 27 7.2 10 2.7 L&G Aggressive Growth Pn G1 917 41.9 3.3 3 3.8 3 6.6 3 15.2 2 5.9 3 8.2 2 1,038 65 1,274 53 CCC 1,460 64 2,439 43 7.9 9.3 2.3 L&G IPMGLGStkmktMngdPn 237 5.4 2.3 4 2 4 6.7 3 16.5 1 -1.5 4 10 2 1,020 86 1,268 57 CCC 1,374 86 2,341 57 6.6 8.9 2.1 L&G IPNewtonMAGthPn 2,402 9.5 4.3 1 8 1 9.7 1 5.6 4 13.8 1 15.7 1 1,080 22 1,252 69 CC 1,648 7 2,712 13 10.5 10.5 2.8 L&G JPM Life Balanced Pn G17 SH Inet 300 31.9 2 4 4.3 3 6.8 2 14 3 5.3 3 10.1 2 1,043 60 1,271 55 CCCCC 1,472 62 2,471 40 8 9.5 2.5 L&G Jup Merlin Gth Pfl Pn G25 252 5.9 6.1 1 9.9 1 8.8 1 11.7 3 9.2 2 12.3 1 1,099 6 1,336 15 CCCC 1,637 11 2,717 12 10.4 10.5 2.8 LV= 7IM Adventurous Pn 192 14.2 3.1 3 -0.3 4 6.1 3 14 3 1.3 4 7.3 3 997 97 1,205 94 C 1,309 96 2,138 69 5.5 7.9 2.4 LV= 7IM Adventurous Pn S2 241 14.1 3.1 3 0.2 4 6.5 3 14.6 2 1.7 4 7.7 3 1,002 94 1,223 88 C 1,339 93 2,231 67 6 8.4 2.4 LV= HC Stirling House Dynamic Pn S2 147 10 3.4 3 8.6 1 4.5 4 14.7 2 6.6 3 7.1 3 1,086 19 1,300 35 CCCCC 1,484 54 - - 8.2 - 2.2 LV= Jupiter Merlin Growth Portfolio Pn 233 6.9 5.3 1 10.2 1 7.9 2 11.6 3 8.5 2 12.7 1 1,102 4 1,327 19 CCCC 1,622 14 2,647 21 10.2 10.2 2.5 LV= QltrInvCirilmDynPflPn S2 178 15.1 3.7 2 0.5 4 5.5 3 20.4 1 7.2 3 8.4 2 1,005 93 1,277 50 CC 1,484 55 - - 8.2 - 2.6 § Medical Sickness Soc Managed Pn 764 12.1 2.7 4 -2 4 5.5 3 22.4 1 4.2 4 7.2 3 980 105 1,266 60 CCC 1,414 77 2,645 22 7.2 10.2 2.8 MetLife Aggressive Managed Portfolio Pn 225 1.6 4 2 3.1 3 9.4 1 14.6 2 6.3 3 12.4 1 1,031 76 1,292 40 CCC 1,543 35 2,789 4 9.1 10.8 2.8 MetLife BlackRock Global Growth Pn 156 178.3 4.4 1 7.2 2 9 1 16.6 1 - - - - 1,072 31 1,362 10 CCC - - - - - - 2.8 MetLife Managed Wealth Portfolio Max Pn 170 63.4 3.1 3 5.9 2 5.8 3 11.7 3 6.2 3 5.9 3 1,059 41 1,252 68 CCC 1,408 80 - - 7.1 - 2 MetLife Managed Wealth Portfolio Mid Pn 162 215 2.8 4 5 2 5.2 4 10 4 6.1 3 6.1 3 1,050 54 1,215 91 CC 1,368 89 - - 6.5 - 1.7 MetLife Managed Wealth Portfolio Min Pn 154 969.6 2.5 4 5.2 2 4 4 7.5 4 6.2 3 6 3 1,052 50 1,176 99 C 1,324 94 - - 5.8 - 1.5 NFU Mutual FRAMixPflMax100%SHSPn S4 154 298.8 2.4 4 5.9 2 8 2 16.6 1 7.8 2 5.5 3 1,059 40 1,333 17 CCCC 1,516 45 - - 8.7 - 2.4 NFUM PPA Mixed Pfl Max100% Sh Pn 275 298.8 2.4 4 5.4 2 7.5 2 16 1 7.3 3 5.1 4 1,054 47 1,313 25 CCCC 1,480 58 2,435 46 8.2 9.3 2.4 NFUM SHP Mixed Pfl Max100% Sh Pn 275 298.8 2.4 4 5.4 2 7.5 2 16 1 7.3 3 5.1 4 1,054 46 1,313 27 CCCC 1,480 60 2,435 47 8.2 9.3 2.4 NFUM TIP MixedPfl Max100% Shares Pn 275 298.8 2.4 4 5.4 2 7.5 2 16 1 7.3 2 5.1 4 1,054 47 1,313 25 CCCC 1,480 58 2,435 45 8.2 9.3 2.4 OMW Invesco Managed Pn 1,864 226.6 3.2 3 -2.6 4 4 4 19.4 1 4.9 4 9 2 974 107 1,210 93 CC 1,384 85 2,549 34 6.7 9.8 2.9 OMW JnsHndrsnMMActive Pn 218 3.4 3 3 2.1 4 5.4 3 11.6 3 9.8 1 6 3 1,021 83 1,202 96 CC 1,400 82 2,066 72 7 7.5 2.3 OMW Jupiter Merlin Growth Portfolio Pn 230 8.3 6.2 1 9.6 1 8.2 2 11.1 4 8.3 2 11.7 1 1,096 10 1,317 23 CCCC 1,594 21 2,591 30 9.8 10 2.9 OMW M&G Managed Growth Pn 275 7.6 4.1 2 2.3 4 6.6 3 22.8 1 12.8 1 0 4 1,023 81 1,338 14 CCCCC 1,509 48 2,110 71 8.6 7.8 3.1 OMW Prof Invesco Managed Pn 820 30.5 3.3 3 -1.8 4 4.8 4 20.4 1 5.9 3 9.6 2 982 104 1,239 80 CC 1,437 72 2,749 7 7.5 10.6 2.9 OMW Prof Retirement Annuity Pn 737 - 3.2 3 6 2 6.9 2 13.9 3 6.6 3 13 1 1,060 38 1,291 41 CCC 1,555 30 2,710 14 9.2 10.5 2.3 OMW QICirlmDynPfl Pn 221 17.5 3.6 2 -0.8 4 4.5 4 19.3 1 6.5 3 6.8 3 992 100 1,237 81 CC 1,408 81 2,562 33 7.1 9.9 2.7 § Phoenix Cent Invesco Managed Pn 3 134 - 3 3 -6.8 4 -2.3 4 13.9 3 3.1 4 1 4 932 111 1,037 107 CC 1,080 102 1,396 77 1.6 3.4 3 § Phoenix Cent Perpetual Managed Pn 3 184 - 3 3 -7.6 4 -2.9 4 13.3 3 2.4 4 0.4 4 924 112 1,016 108 CC 1,044 103 1,341 78 0.9 3 3 § Phoenix Ex SLUK Managd Income Pn 2,383 - 2.7 4 3.5 3 5.9 3 12.6 3 3.8 4 6.9 3 1,035 73 1,235 82 CCC 1,369 87 2,258 65 6.5 8.5 1.9 § Phoenix Ex SLUK Managed Cap Pn 2,383 - 2.7 4 3.5 3 5.9 3 12.6 3 3.8 4 6.9 3 1,035 73 1,235 82 CCC 1,369 87 2,258 65 6.5 8.5 1.9 § Phoenix Ex SLUK Overseas Managed Pn 550 - 4.6 1 9.1 1 1.2 4 12.4 3 13.5 1 8 2 1,091 14 1,241 78 C 1,522 43 2,281 61 8.8 8.6 2.7 Phoenix Wealth ABER2628Pn 378 18 2.6 4 7.1 2 5.7 3 10.1 4 9.6 2 12.6 1 1,071 32 1,245 73 CCCC 1,537 36 - - 9 - 1.7 Phoenix Wealth ABER2931Pn 390 20.4 2.9 4 7.5 1 6.5 3 11.4 3 8.7 2 12 1 1,075 27 1,275 52 CCCCC 1,552 32 - - 9.2 - 1.9 Phoenix Wealth ABER3234Pn 399 19.1 3.1 3 7.6 1 7.3 2 12.5 3 7.3 2 11 1 1,076 26 1,299 36 CCCCC 1,549 34 - - 9.1 - 2 Phoenix Wealth BNY MlnMAGthPn S4 602 20.6 4.3 1 7.9 1 9.8 1 5.4 4 13.7 1 15.6 1 1,079 23 1,249 70 CC 1,642 8 2,685 17 10.4 10.4 2.9 Phoenix Wealth ElStomktMgdPn S4 522 53.5 3.2 3 5.5 2 5.3 3 13.1 3 7.7 2 9.3 2 1,055 45 1,255 64 CCC 1,478 61 2,506 38 8.1 9.6 2.2 Pru Dynamic Growth V Pn S3 146 3.9 1.5 4 6.5 2 6 3 16.7 1 12.2 1 - - 1,065 35 1,317 22 CCCCC - - - - - - 2.4 Pru Ex-DSF Invesco Managed Growth Pn 566 - 2.9 3 0.1 4 5.6 3 23.3 1 10.9 1 9.7 2 1,001 95 1,304 33 CC 1,586 24 3,113 1 9.7 12 2.9 Pru FRIA Invesco Managed Growth Pn 455 - 2.8 4 -1.5 4 4 4 21.4 1 9.2 2 8 2 985 103 1,245 74 CC 1,468 63 2,674 18 8 10.3 2.9 Pru Invesco Managed Growth Pn Ser A 459 12.1 2.8 4 -1.3 4 4.2 4 21.7 1 9.4 2 8.2 2 987 102 1,252 67 CC 1,483 57 2,719 11 8.2 10.5 2.9 Pru M&G Managed Growth Pn Ser A 297 49.6 3.2 3 2.7 3 6.7 3 23.8 1 13.2 1 1.6 4 1,027 79 1,357 11 CCCCC 1,560 29 2,221 68 9.3 8.3 2.9 Pru Risk Managed Active 5 Pn Ser A 185 16.2 2.7 4 2.1 4 4.7 4 14.5 2 4.5 4 6.9 3 1,021 84 1,224 87 CC 1,368 90 - - 6.5 - 2.1

Page 6: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 133

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ ReAssure AEtna Owl Pn 133 57 2.9 3 2.3 4 6.5 3 11.4 3 4.5 4 2.5 4 1,023 80 1,214 92 CC 1,300 97 2,351 55 5.4 8.9 2.5 § ReAssure AL Global Growth Pn 374 2.7 4.1 2 5.1 2 7.4 2 15.7 2 9.2 2 8.9 2 1,051 53 1,306 32 CCC 1,553 31 2,590 31 9.2 10 2.6 § ReAssure AL PPB Newton Managed Pn 280 0.6 4.8 1 7.3 1 9.6 1 4.5 4 14.8 1 14.4 1 1,073 29 1,229 85 CC 1,615 16 2,615 25 10.1 10.1 3 § ReAssure AL TGSB Newton Managed Pn 282 0.3 4.8 1 7.3 1 9.6 1 4.5 4 14.7 1 14.4 1 1,073 30 1,229 84 CC 1,614 17 2,614 26 10 10.1 3 § ReAssure Stockmarket Managed Pn 371 23.6 4.2 2 6 2 7.5 2 14.8 2 10.9 1 5 4 1,060 39 1,308 31 CCC 1,524 42 2,746 8 8.8 10.6 2.8 RLP 7IM AAP Adventurous Pn 164 5.6 3.2 3 2.1 4 6.4 3 11 4 2.6 4 9 2 1,021 85 1,204 95 CC 1,347 92 - - 6.1 - 2.2 RLP Cirilium Dynamic Pn 174 10.8 3.6 2 -0.5 4 4.6 4 19.4 1 5.9 3 7.3 3 995 99 1,242 76 CC 1,412 78 - - 7.1 - 2.6 RLP Jupiter Merlin Growth Portfolio Pn 200 11.4 6.2 1 9.7 1 8.3 2 11.2 3 8.5 2 11.9 1 1,097 8 1,322 20 CCCC 1,605 19 - - 9.9 - 2.9 RLP Neptune Global Alpha Pn 222 5.4 7.9 1 10.9 1 17 1 22.8 1 -9 4 20.4 1 1,109 2 1,595 2 CCCCC 1,748 3 - - 11.8 - 3.5 RLP Newton Multi-Asset Growth Pn 208 24.3 4.3 1 7.7 1 9.6 1 5.2 4 13.6 1 15.4 1 1,077 25 1,241 77 CC 1,628 13 2,653 19 10.2 10.2 2.8 § Royal Liver Managed Pn S2 154 69 3.8 2 5.8 2 7.5 2 14.7 2 8.1 2 6.4 3 1,058 42 1,304 34 CCCC 1,500 50 2,491 39 8.4 9.6 2.5 § Royal Liver Stakeholder Managed Pn 162 110.9 3.5 2 6.3 2 6.7 3 14.5 2 8.5 2 8.6 2 1,063 36 1,298 37 CCCCC 1,529 41 2,438 44 8.9 9.3 2.3 § Royal London Baillie Gifford Pn 352 - 4.6 1 8.1 1 12.2 1 15.8 1 8.6 2 5.4 4 1,081 20 1,405 4 CCCCC 1,608 18 2,649 20 10 10.2 2.9 Royal London Mixed Pn 1,384 - 2.2 4 3 3 8.1 2 14 3 6.5 3 7.1 3 1,030 78 1,270 56 CCC 1,449 67 2,385 54 7.7 9.1 2.9 § Royal London Open Prtf60%-100% ShPn 196 - 4.1 2 3.9 3 6.7 3 13 3 6.7 3 8.3 2 1,039 63 1,254 65 CC 1,450 66 2,277 63 7.7 8.6 2.6 § Royal London Sel Prtf60%-100% Sh Pn 212 - 4.3 2 4.4 3 7.6 2 13.2 3 9.6 2 11.2 1 1,044 59 1,271 54 CC 1,549 33 2,445 41 9.1 9.4 2.8 Scot Wid MM Sel Boutiques Pn 238 3.6 4.4 1 4.8 3 5.3 3 14.7 2 8.7 2 9.9 2 1,048 55 1,266 59 CCC 1,512 47 2,302 60 8.6 8.7 2.6 § SIP CF Ruffer Equity & General Pn S6 211 0.3 1 4 -2.1 4 3.7 4 13.6 3 -1.8 4 2.4 4 979 106 1,153 101 C 1,159 99 1,834 74 3 6.3 1.8 SIP Cirilium Dynamic Pn S8 259 3.7 3.6 2 -0.1 4 5.4 3 20 1 7.4 2 7.3 3 999 96 1,264 61 CC 1,456 65 2,734 10 7.8 10.6 2.7 SIP Growth Pn S8 2,587 2 4.4 1 5.7 2 6.4 3 15.2 2 9.4 2 8.3 2 1,057 43 1,295 39 CCC 1,534 38 2,428 48 8.9 9.3 2.3 SIP Jupiter Mer Gth Pfl Pn S6 233 1.7 6.2 1 9.5 1 8.1 2 10.7 4 8.2 2 11.6 1 1,095 11 1,311 29 CCCC 1,584 25 2,530 36 9.6 9.7 2.9 SIP Newton Managed Pn S6 263 0.8 4.2 2 6.9 2 9.3 1 4.2 4 15 1 13.8 1 1,069 34 1,216 90 CC 1,591 23 2,579 32 9.7 9.9 3 SL Newton Multi-Asset Growth Pn S3 333 - 4.3 1 7.9 1 9.8 1 5.4 4 13.8 1 15.7 1 1,079 24 1,247 71 CC 1,641 9 2,694 16 10.4 10.4 2.9 Stan Life Bail Gfd Lf Mgd Pn S3 349 - 3.5 2 8.9 1 10.4 1 16.9 1 12.7 1 7.9 3 1,089 15 1,404 6 CCCCC 1,709 5 3,044 2 11.3 11.8 2.7 Stan Life EY Divfd Ass Active Pn S4 98 - -0.8 4 -3.9 4 -1.2 4 2.9 4 -3.7 4 - - 961 109 978 109 C - - - - - - 0.8 Stan Life Jupiter Merlin Growth Pn S3 230 - 5.3 1 9.8 1 7.8 2 11.1 4 8.1 2 12.2 1 1,098 7 1,314 24 CCCC 1,593 22 2,535 35 9.8 9.7 2.5 Stan Life Stock Exchange Pn S1 1,351 1339.1 4 2 4.1 3 7.7 2 16.7 1 6.3 3 10.5 1 1,041 62 1,309 30 CCC 1,537 37 2,705 15 9 10.5 2.7 SW Baillie Giff Mgd Pn 332 167.4 3.5 3 8.9 1 10.4 1 16.9 1 12.8 1 7.9 3 1,089 16 1,405 5 CCCCC 1,710 4 3,028 3 11.3 11.7 2.7 SW Flexible Retirement SW 530 - 0.9 4 3.9 3 0.7 4 1.7 4 1.4 4 - - 1,039 64 1,064 106 C - - - - - - 0.7 SW Payden Abslt Rtn Bd Pn 103 0.5 0.1 4 1.9 4 -0.4 4 - - - - - - 1,019 87 - - CCC - - - - - - - SW TM Levitas A Pension Series 2 146 43.3 4.2 2 3.5 3 7.3 2 14.8 2 4.2 4 7.9 3 1,035 70 1,275 51 CCC 1,433 73 - - 7.5 - 2.8 Vitality Investec Dynamic Multi-Asset Pn 206 1.3 -0.2 4 5.3 2 -1.2 4 15.1 2 8.2 2 10.4 1 1,053 49 1,197 97 CCC 1,430 74 - - 7.4 - 1.5 Vitality Investec Multi-Asset Growth Pn 220 2.9 4.3 1 9.2 1 - - - - - - - - 1,092 13 - - - - - - - - - - VitalityInvest Risk Optimiser 7 Pn 171 6.1 2.9 3 5.2 2 - - - - - - - - 1,052 51 - - - - - - - - - - Wesleyan Higher Risk Reward Pn S2 225 8.7 5.1 1 3.7 3 7.2 2 21.9 1 5.9 3 8.8 2 1,037 67 1,355 12 CCC 1,561 28 - - 9.3 - 3.1 Zurich Baillie Gifford Managed Pn Inet 1,310 9.6 3.5 2 9.5 1 11.2 1 17.7 1 13.5 1 8.7 2 1,095 12 1,432 3 CCCCC 1,767 2 - - 12.1 - 2.7 Zurich BNY Mellon Managed Pn Inet 334 4.4 4.2 2 7.4 1 9.2 1 4.8 4 13.5 1 14.8 1 1,074 28 1,229 86 CC 1,602 20 2,601 28 9.9 10 2.8 Zurich Equity Managed Pn Inet 671 194.8 4.1 2 5.6 2 8.3 2 14.7 2 9.3 2 9.1 2 1,056 44 1,311 28 CCC 1,564 27 - - 9.4 - 2.4 Zurich Managed Equity Pn Inet 380 7 3.3 3 6 2 6.3 3 13.6 3 9.1 2 9.8 2 1,060 37 1,280 48 CCC 1,533 39 2,595 29 8.9 10 2.4 Zurich Quilter Cirilium Dynamic Pn Inet 1,196 9.4 3.5 2 -1.1 4 3.9 4 18.5 1 5.2 3 6.6 3 989 101 1,217 89 CC 1,364 91 2,444 42 6.4 9.3 2.6 Ave/Total (F) 6 584 73.8 3.5 - 4.4 - 6.7 - 13.9 - 7.5 - 8.7 - 1,044 112 1,269 109 1,490 103 2,447 78 8.2 9.3 2.5

Global Emerging Market Equities Av BREMIdxTkFPPn 139 139.6 3.6 3 5.6 3 4.5 2 24.2 2 17.2 4 -9 3 1,056 53 1,370 44 - 1,460 62 - - 7.9 - 3.9 Av MyM BRk EmMkts Eq AqCPn 154 - 4 2 5.6 3 4.1 2 25.3 1 18.2 3 -8.1 3 1,056 51 1,379 39 - 1,498 49 - - 8.4 - 4.1 Aviva BR EM Idx Tkr Pn 174 71.9 3.5 3 5.3 3 4.7 2 23.4 2 18.2 3 -9 4 1,053 57 1,360 46 - 1,463 60 - - 7.9 - 3.9 Aviva Fidelity Emerging Markets Pn Inet 167 22.4 5.3 1 10.8 2 3.4 3 18.6 4 20.1 2 2.1 1 1,108 29 1,358 47 CCC 1,665 29 - - 10.7 - 4.1 Aviva JPM Emerging Markets Pn Inet 262 121.9 5.4 1 15.6 1 4.9 2 24.6 2 23.9 1 -7.9 3 1,156 7 1,511 16 CCCCC 1,725 21 2,390 16 11.5 9.1 4.2 Canlife BlkRk Emg Mkts Pn PS4 545 7.1 3.5 3 12.1 2 7.3 1 22.9 2 18.3 3 -9.4 4 1,121 23 1,479 31 CCCCC 1,585 36 2,159 32 9.6 8 3.8 Canlife Jan Hend China Opps Pn PS4 249 0.2 3 4 3.3 4 8.5 1 35.3 1 15.8 4 10.1 1 1,033 71 1,517 13 CCC 1,933 8 2,588 10 14.1 10 5 Canlife Jan Hend EmgMktOppPn PS4 133 0.2 2.4 4 2.1 4 1.2 3 14.5 4 22.9 1 -3.2 2 1,021 81 1,184 83 C 1,409 72 1,796 47 7.1 6 3.4 Canlife Neptune Emerging Markets Pn PS4 130 0.2 2.9 4 3.8 4 7.7 1 21 3 21.7 1 1.3 1 1,038 68 1,352 50 CCC 1,667 28 - - 10.8 - 4 Canlife Neptune India Pn PS4 215 0.3 -2 4 -10.7 4 -3.6 4 20.2 3 17.5 4 23.8 1 893 85 1,035 84 C 1,506 47 1,869 45 8.5 6.5 5.5 CM Invesco Perp Emg Countries Pn 398 25.9 2.2 4 2.8 4 0.5 4 26.1 1 18 3 -4.3 2 1,028 78 1,303 65 CCC 1,471 54 2,154 33 8 8 3.7 CM Invesco Perp Hong Kong & Chn Pn 642 29.9 5.4 1 5.7 3 13.4 1 25.4 1 13.2 4 6.4 1 1,057 50 1,504 18 CCC 1,813 14 2,768 5 12.6 10.7 4.2 Emerging Markets Equity Tracker (ARC) Pn 172 277.9 3.3 3 7.7 2 4.6 2 22.2 2 17 4 -4.8 2 1,077 39 1,378 40 - 1,534 42 - - 8.9 - 3.6 Emerging Markets Equity Tracker Pn 151 277.9 3.2 3 6.7 3 3.7 2 21.1 3 15.9 4 -5.7 2 1,067 47 1,340 54 - 1,464 59 - - 7.9 - 3.6 Gbl EmgMtEq SelPfl ARC Pn 171 79.2 3.5 3 10 2 1 3 22.1 3 19.8 2 -8.2 3 1,100 31 1,358 48 CC 1,493 50 - - 8.3 - 3.6 L&G Aberdeen Emg Mkts Eq Pn G25 325 2.6 4.6 1 12.1 2 -4.1 4 16.3 4 20.4 2 -6.6 2 1,121 25 1,250 72 CC 1,406 73 2,376 17 7.1 9 4.1 L&G Gbl Emg MktS Idx PMC Pn G25 5,731 6.5 3.2 3 5.6 3 4.4 2 24.9 2 21.2 1 -6.7 2 1,056 52 1,377 41 CCC 1,558 40 2,234 30 9.3 8.4 3.9 L&G Henderson China Opportunities Pn G25 450 3.3 4.4 2 3 4 11.9 1 32.2 1 18.4 3 10.5 1 1,030 76 1,523 8 CCC 1,993 3 2,770 4 14.8 10.7 5.2 L&G JPM Emerging Markets Equity Pn G25 283 2.9 5.9 1 15.6 1 5.4 1 24.6 2 23.8 1 -7.7 3 1,156 8 1,519 11 CCCCC 1,735 20 2,450 14 11.6 9.4 4.3 L&G Lazard Emerging Markets Pn G25 181 1.8 3.1 3 4.9 3 -1.5 4 20.9 3 19.9 2 -14.1 4 1,049 59 1,248 73 CC 1,286 81 2,027 38 5.2 7.3 3.9 LV= BlackRock Emerging Markets Pn 255 5.1 3.5 3 12.6 1 7.4 1 23.5 2 18.2 3 -9.1 4 1,126 22 1,494 23 CCCCC 1,604 33 2,248 26 9.9 8.4 3.8 LV= BlackRock Emerging Markets Pn S2 294 4.7 3.6 3 13.1 1 8.1 1 24 2 18.6 3 -8.8 3 1,131 19 1,515 14 CCCCC 1,639 30 2,331 22 10.4 8.8 3.8 LV= Fidelity Index Emg Mkts Pn S2 141 3.3 3.1 3 5.9 3 3.7 2 25.2 2 17.8 3 - - 1,059 49 1,376 42 - - - - - - - 3.6 LV= Schroder Global Emg Mkts Pn S2 221 3.5 4.5 2 7.5 2 6.6 1 29.4 1 17.4 4 -6 2 1,075 40 1,484 29 CCCC 1,638 31 2,315 23 10.4 8.8 3.7 LV= Vang Emg Mkts Stk Idx Pn S2 162 2.6 2.7 4 4.7 3 4.8 2 20.2 3 18.9 3 -5.5 2 1,047 62 1,319 61 - 1,483 53 - - 8.2 - 3.8 M&G PP Global Emerging Markets Pn 11,637 62 3.5 3 12.6 1 2.2 3 23.2 2 19.2 2 -13.3 4 1,126 21 1,418 36 CCCC 1,467 57 2,284 24 8 8.6 3.9 MetLife JPM Emerging Markets Pn 269 1.3 4.6 1 16 1 3.9 2 25.3 1 22.6 1 -7 3 1,160 5 1,511 17 CCCCC 1,722 24 2,359 19 11.5 9 3.9 NFU Mutual FRA Glob Emg Mkt Pn S4 155 4.3 5.6 1 14.9 1 4 2 20.3 3 27.6 1 -15 4 1,149 12 1,438 34 CCC 1,559 39 - - 9.3 - 3.6 NFU Mutual PPA Gbl Em Mkts Pn S3 205 4.3 5.6 1 14.3 1 3.5 2 19.7 3 26.9 1 -15.4 4 1,143 15 1,416 37 CCC 1,521 45 1,960 40 8.7 7 3.6 NFU Mutual Tr Inv Pln Glb EM Pn S1 205 4.3 5.6 1 14.3 1 3.5 2 19.7 3 26.9 1 -15.4 4 1,143 15 1,416 37 CCC 1,521 45 1,960 40 8.7 7 3.6 OMW Aberdeen Emerging Markets Equity Pn 738 16.1 4.7 1 14.5 1 -6.6 4 18.6 4 18.3 3 -5.5 2 1,145 13 1,268 71 CC 1,417 71 2,342 20 7.2 8.9 4.2 OMW Invesco HK & China Pn 5,787 16.3 6.9 1 5.3 3 15.8 1 22.5 2 15.8 4 5.5 1 1,053 56 1,493 24 CCC 1,825 12 2,824 3 12.8 10.9 4.5 OMW IPL BkAq Co Eg Mks EqPn 155 - 3.9 2 5.6 3 4 2 25.2 1 18.2 3 -8.2 3 1,056 54 1,375 43 CCC 1,492 51 - - 8.3 - 4.1 OMW IPL Cpl Grp EmgMktTotOppsPn 149 - 5.5 1 14.4 1 -1.1 4 12.4 4 20.4 2 -2.9 1 1,144 14 1,271 70 CCC 1,485 52 - - 8.2 - 2.7 OMW Jupiter India Pn 197 7.3 -3.3 4 -11.6 4 -12.7 4 19.8 3 21.7 1 33.3 1 884 86 925 86 C 1,501 48 1,994 39 8.5 7.1 6.7 § OMW Prof Fleming EmgMktInv T Pn 854 2.9 7.6 1 22.6 1 9.3 1 19.7 3 21.4 1 3.3 1 1,226 1 1,605 3 CCCC 2,013 2 2,954 1 15 11.4 4.5 OMW QIChinaEq(Hndrsn) Pn 8,891 31.3 4.6 1 2.5 4 10.7 1 32.2 1 16.1 4 9.8 1 1,025 80 1,499 20 CCC 1,912 9 2,600 9 13.8 10 5.4 OMW Schroder Gbl Em Markets Pn 416 7.9 5.7 1 7.2 3 6 1 26.5 1 17.9 3 -8 3 1,072 42 1,437 35 CCCC 1,557 41 2,119 35 9.3 7.8 4 § Phoenix Cent Emerging Market Pn OM1 397 - 4.4 2 10.5 2 5 2 28.1 1 10 4 -11 4 1,105 30 1,485 28 CCCC 1,454 65 1,780 48 7.8 5.9 4 § Phoenix Cent Hong Kong Pn OM1 1,272 - 5.8 1 1.2 4 14.1 1 34.6 1 5.4 4 5.1 1 1,012 82 1,555 4 CCCC 1,724 22 2,472 13 11.5 9.5 5 Phoenix Wealth AqCEMEqIdPn S4 275 6.6 3.8 3 4.7 3 3.3 3 24.3 2 17.3 4 -8.9 3 1,047 63 1,344 53 - 1,436 67 - - 7.5 - 4.1 § Phoenix Wealth ASIEmgMktsEq S4 393 3.8 3.7 3 12.1 2 -5 4 16.6 4 20.1 2 -5.8 2 1,121 24 1,242 75 CC 1,405 74 - - 7 - 3.8 Phoenix Wealth EliteGblEMPn S4 286 9.5 3.5 3 4.3 4 1.5 3 20.5 3 18.6 3 -7.2 3 1,043 66 1,276 68 CC 1,404 75 - - 7 - 3.6 Phoenix Wealth FidelityEmMktPn S4 356 8.4 4.6 1 9.9 2 2.3 3 19.6 3 17.8 3 1.2 1 1,099 32 1,344 52 CCC 1,601 34 - - 9.9 - 3.9 Phoenix Wealth LazdEmgMktsPn S4 520 8.2 2.6 4 4.6 3 -2.8 4 21.5 3 19.5 2 -14 4 1,046 64 1,236 78 CC 1,270 82 1,930 42 4.9 6.8 3.8 Pru BlkRk Aq Emer Mkt Eq Pn 147 4.2 3.1 4 4.8 3 4.8 2 23.6 2 18.2 3 -8.9 3 1,048 61 1,356 49 - 1,461 61 - - 7.9 - 4 Pru FRIA Gbl Emg Mkts Pfl Pn 144 - 3.9 2 8.8 2 2.4 3 17.3 4 19 3 -5.5 2 1,088 34 1,308 63 CC 1,470 55 - - 8 - 3.4 Pru FRIA Jns Hdrsn Chn Opps Pn 287 - 3 4 3.4 4 8.7 1 35.3 1 16 4 10.3 1 1,034 70 1,521 9 CCC 1,946 4 2,658 6 14.2 10.3 5 Pru Gbl Emg Mkts Portfol Pn 144 6.6 3.9 2 8.9 2 2.3 3 17.3 4 18.9 3 -5.5 2 1,089 33 1,307 64 CC 1,468 56 - - 8 - 3.4 Pru Jns Hdrsn China Opps Pn 391 1.4 3 4 3.3 4 8.7 1 35.3 1 16 4 10.3 1 1,033 72 1,519 10 CCC 1,944 5 2,649 8 14.2 10.2 5 Pru JPM All Emer Mkts Eq Pn 202 4.7 2.6 4 15.7 1 4.4 2 22.8 2 24.9 1 -5.8 2 1,157 6 1,484 30 CCCCC 1,746 19 - - 11.8 - 4.2 § ReAssure AL Hnd Hrz ChnPn PPB 624 0.5 4.5 2 2.6 4 10.9 1 31.5 1 17.8 3 9.7 1 1,026 79 1,497 21 CCC 1,934 7 2,559 11 14.1 9.9 5.3

Page 7: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

134 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ ReAssure AL PPB AbrEmgMktsPn 670 0.5 4.7 1 12.1 2 -4.7 4 15.7 4 20.6 2 -7.4 3 1,121 26 1,236 76 CC 1,379 78 2,246 28 6.6 8.4 4.2 § ReAssure AL TGSB Ab Emg Mk Pn 670 - 4.7 1 12.1 2 -4.7 4 15.7 4 20.6 2 -7.4 3 1,121 26 1,236 76 CC 1,380 77 2,247 27 6.6 8.4 4.2 ReAssure HL JPM EM Eq Pn 1 253 1 6 1 16.5 1 5.1 2 24.8 2 23.4 1 -7 3 1,165 3 1,528 7 CCCCC 1,754 18 2,406 15 11.9 9.2 4.4 RLP Blackrock Emg Mkts Trk Pn 130 11.8 3.7 3 6.9 3 3.4 3 20.9 3 15.6 4 -6.1 2 1,069 45 1,336 57 - 1,450 66 - - 7.7 - 3.7 RLP Dimensional Emg Mkts Cre Eq Pn 131 5.3 2.3 4 3.2 4 1.7 3 21.8 3 19.9 2 - - 1,032 73 1,279 67 CCC - - - - - - 3.5 RLP EmgMktsCr+(JPM EmgMkts)Pn 149 28 4.4 2 15.3 1 3.6 2 24.9 2 22.2 1 -7.4 3 1,153 11 1,491 26 CCCC 1,686 27 2,153 34 11 8 3.9 RLP Henderson China Opportunities Pn 204 13.4 3 4 3.2 4 8.6 1 35.4 1 15.9 4 10.3 1 1,032 74 1,517 12 CCC 1,938 6 - - 14.2 - 5.1 RLP Jupiter India Pn 135 9.1 -2.9 4 -10.7 4 -12.7 4 19.3 3 21.3 1 35 1 893 84 930 85 C 1,523 43 - - 8.8 - 6.2 § Royal London Fidelity India Focus Pn 233 - -0.7 4 5.1 3 6 1 19.2 4 14.7 4 19.4 1 1,051 58 1,328 59 CCCC 1,820 13 2,655 7 12.7 10.3 5.4 § Royal London Henson Chn Opp Pn 308 - 0.5 4 -14.4 4 10.8 1 31.4 1 17.8 3 9.4 1 856 87 1,246 74 CCC 1,604 32 2,100 36 9.9 7.7 5.5 § Royal London InvescoPerpeLatAmPn 173 - 4.8 1 12.6 1 -0.9 4 10.7 4 19 3 -29 4 1,126 20 1,235 80 CC 1,044 84 1,379 49 0.9 3.3 6 Scot Wid Emg Mkts Pn 254 70.5 2.5 4 4.2 4 3.4 3 24.9 2 18.3 3 -8.5 3 1,042 67 1,346 51 CC 1,456 64 1,870 44 7.8 6.5 3.7 SIP Allianz RCM BRIC Stars Pn S8 190 0.5 3.5 3 3.1 4 4.6 2 21.4 3 21.8 1 -2.1 1 1,031 75 1,309 62 CC 1,561 38 1,848 46 9.3 6.3 4 SIP BR Emrg Mkt Eq Tkr Pn S8 173 0.2 4.5 2 7.9 2 5.3 1 20.6 3 18.3 3 -6.1 2 1,079 37 1,369 45 CCCCC 1,521 44 - - 8.8 - 4.1 SIP Developing Markets Pn S6 553 1.8 4.4 2 5.5 3 1.6 3 18.9 4 18.8 3 -9.5 4 1,055 55 1,275 69 CC 1,370 80 1,870 43 6.5 6.5 3.6 SIP Henderson China Opportunities Pn S8 401 1 4.6 1 3.6 4 12.1 1 32.9 1 19.3 2 10.8 1 1,036 69 1,544 5 CCC 2,041 1 2,859 2 15.3 11.1 5.3 § SIP Threadneedle Latin America Pn S6 409 0.2 5.7 1 16.7 1 -2.3 4 13.7 4 19 3 -28.9 4 1,167 2 1,297 66 CCC 1,098 83 1,355 50 1.9 3.1 6 SLFC Emerging Markets Pn 539 92.5 5.7 1 13.9 1 4.3 2 36.6 1 20.5 2 -9.2 4 1,139 17 1,623 2 CCCCC 1,775 17 2,339 21 12.2 8.9 4.6 Stan Life BlackRk Aq CoEMktEq Pn S4 143 - 3.9 3 4.5 4 3 3 24.1 2 17 4 -9 3 1,045 65 1,336 56 - 1,423 70 - - 7.3 - 4 Stan Life iShrsEmgMktsEqIdxPn S4 141 100.7 3.6 3 7 3 3.5 2 20.8 3 15.6 4 -5.9 2 1,070 44 1,339 55 - 1,457 63 - - 7.8 - 3.6 Stan Life JPM Emg Mkts Eq Pn 163 - 4.4 2 15.4 1 3.6 2 24.7 2 22.3 1 -7.4 3 1,154 9 1,491 27 CCCCC 1,689 26 - - 11 - 3.9 Stan Life Schroder Gbl EmgMkt Pn S3 243 - 4.4 2 7 3 5.8 1 28.3 1 16.5 4 -6.8 3 1,070 43 1,452 33 CCCC 1,577 37 2,097 37 9.5 7.7 3.7 Stan Life Vagd EmMkts Stk IdxPn S3 160 - 3.6 3 4.9 3 3.6 2 22.3 2 18.5 3 -9.3 4 1,049 60 1,329 58 - 1,428 69 - - 7.4 - 3.9 SW FndEmMktEqPn 132 25.4 2.5 4 8.5 2 4.9 2 - - - - - - 1,085 36 - - - - - - - - - - SW JPM Emerging Markets Pension Series 2 202 111.1 4.4 2 15.3 1 3.6 2 24.9 2 22.3 1 -7.4 3 1,153 10 1,492 25 CCCCC 1,690 25 2,275 25 11.1 8.6 3.9 SW SSGA Emg Mkts Eq Idx Pn 160 39.7 4 2 6.9 3 4.7 2 18.6 4 17.7 4 -6.1 2 1,069 46 1,327 60 CCC 1,466 58 - - 8 - 4 SW StwIn Gbl EMkts LdrsPn CS1 971 92.1 2.2 4 0.1 4 5.4 1 12.7 4 21.1 2 -0.6 1 1,001 83 1,189 82 C 1,431 68 - - 7.4 - 3.1 UBS Global Emerging Markets (ARC) Pn 189 169.3 2.8 4 7.7 2 8.7 1 31.7 1 21.7 1 -0.4 1 1,077 38 1,542 6 CCCCC 1,868 11 - - 13.3 - 4 UBS Global Emerging Markets Pn 483 169.3 2.7 4 6.7 3 7.6 1 30.4 1 20.5 2 -1.4 1 1,067 48 1,496 22 CCCCC 1,777 16 2,163 31 12.2 8 4 Wesleyan Emerging Market Shares Pn S2 163 1.1 4 2 8.6 2 -3 4 17.3 4 20.5 2 -7.1 3 1,086 35 1,236 79 C 1,383 76 - - 6.7 - 4.1 Zurich Aberdeen EmrgMktsEq Pn 809 2 3.6 3 11.7 2 -5.3 4 16 4 19.5 2 -6.2 2 1,117 28 1,227 81 CC 1,376 79 - - 6.6 - 3.8 Zurich Bail Giff EgMkt EqPn 1,010 6.1 4.4 2 13.8 1 2.9 3 40.2 1 19.3 2 -7.4 3 1,138 18 1,642 1 CCCCC 1,813 15 - - 12.6 - 4.3 Zurich Hend China Opps 553 3 2.9 4 2.8 4 8.2 1 34.8 1 15.5 4 9.8 1 1,028 77 1,500 19 CCC 1,904 10 2,528 12 13.7 9.7 5.1 Zurich JPM All EMkt EqPn 1,606 10.3 4.8 1 16.2 1 4.1 2 25.1 2 22.5 1 -7.1 3 1,162 4 1,514 15 CCCCC 1,722 23 2,363 18 11.5 9 3.9 Zurich SchrGblEMktPn 1,503 18.8 4.5 2 7.5 2 5.7 1 29.3 1 16.3 4 -6.5 2 1,075 41 1,469 32 CCCC 1,598 35 2,237 29 9.8 8.4 3.6 Ave/Total (F) 6 702 26.3 3.7 - 7.6 - 3.8 - 23.6 - 19.1 - -3.3 - 1,076 87 1,381 86 1,587 84 2,258 50 9.5 8.4 4.2

Global Equities § Abbey HS International Pn A 1,178 - 5 2 8.2 3 8.7 3 14.8 4 17.5 1 -3.3 4 1,082 78 1,350 106 CC 1,535 131 2,528 127 9 9.7 3.1 § Abbey International Pn 1,509 - 5 2 8.4 2 9.5 2 18.2 2 13.7 2 10 3 1,084 73 1,402 63 CCC 1,753 59 2,973 56 11.9 11.5 2.9 § Abbey Target TSB International Pn 352 - 5 2 8.2 3 8.6 3 17.2 3 15.9 2 7.9 3 1,082 77 1,377 89 CC 1,721 80 2,756 95 11.5 10.7 3 Agn Blk 30/70 CurrHgdGblEqIdxPn H 109 - 2.9 4 4.3 4 10 2 17.4 2 1.9 4 8.6 3 1,043 137 1,346 113 C 1,490 153 - - 8.3 - 2.7 Agn BR 5050 GBLEqTkr (ARC) Pn 229 1665.7 3.4 4 5.3 3 8.7 3 17.8 2 10.4 3 6.8 4 1,053 119 1,350 107 - 1,591 112 - - 9.7 - 2.6 Agn BR 5050 GBLEqTkr Pn 283 1665.7 3.3 4 4.4 4 7.8 3 16.8 3 9.4 4 5.8 4 1,044 134 1,314 138 - 1,521 141 2,600 118 8.7 10 2.6 Av BR50:50GbEqIdxTkFPPn 434 2303.3 4.8 3 5.9 3 8.7 3 17.1 3 9.5 3 5.8 4 1,059 109 1,347 112 - 1,560 123 2,658 110 9.3 10.3 2.8 Av Global Equity LMP T Pn 920 - 6.8 1 14.1 1 14 1 16.9 3 16.8 2 13.5 1 1,141 11 1,520 10 CCCC 2,016 12 3,432 14 15.1 13.1 3.3 Aviva Global Equity NU Pn 1,153 1211.3 5 2 8.2 3 7.9 3 16.8 3 11.1 3 11.6 2 1,082 76 1,364 99 CC 1,690 92 2,830 84 11.1 11 2.9 Aviva Global Equity Pn Inet 531 1211.3 5 2 8.5 2 8.2 3 17.1 3 11.4 3 11.8 2 1,085 68 1,375 91 CCC 1,713 85 2,916 67 11.4 11.3 2.9 § Aviva Global Managed Pn 3 S12 560 1211.3 5 2 8 3 7.8 3 16.6 3 10.9 3 11.4 2 1,080 81 1,359 101 CC 1,679 97 2,856 77 10.9 11.1 2.9 B&CE EsyBldGbl Iv upto 100Sh0.6%Pn 970 - 3 4 5.7 3 9.1 3 16.6 3 9.2 4 7.1 3 1,057 111 1,345 116 CC 1,574 118 - - 9.5 - 2.6 B&CE ThePplPn Shariah0.5%Pn 1,965 12.9 5.3 2 15.7 1 14.7 1 14 4 20.4 1 12 1 1,157 6 1,513 13 - 2,041 7 - - 15.3 - 3.1 B&CE ThePplPnEh0.5%Pn 1,042 16.9 4.7 3 10.9 2 11.8 1 15.8 3 16 2 12.3 1 1,109 37 1,436 42 - 1,871 31 - - 13.4 - 2.8 B&CE ThePplPnGl Iv upto100sh0.5%Pn 1,014 171.1 3.6 4 7.5 3 9.2 3 16.7 3 9.3 4 7.8 3 1,075 89 1,370 96 CC 1,613 105 - - 10 - 2.5 BlackRock Aq Lf WldExUK Id Pn S2 802 2494 4.5 3 11.8 1 13.1 1 18.4 2 18.9 1 14.5 1 1,118 33 1,496 18 CCCC 2,038 8 3,734 3 15.3 14.1 2.9 BlackRock AqCo Wld ExUKEq Pn S2 1,110 2165.2 4.5 3 11.6 2 13 1 18 2 19.8 1 12.5 1 1,116 34 1,488 22 - 2,006 15 3,727 4 14.9 14.1 3 BlackRock AqCoOs Fd BkEq Pn S2 572 1298.3 3.4 4 8.4 2 10.2 2 20.3 1 16.8 2 9.6 3 1,084 74 1,438 41 CCCC 1,842 39 - - 13 - 2.8 BlackRock AqlaCo50/50GblEqPn S2 899 1200.8 2.7 4 4.7 4 9.6 2 17.7 2 10.5 3 7 3 1,047 129 1,350 108 CC 1,595 111 2,872 71 9.8 11.1 2.7 BlackRock AqLf OseasFxBmEq Pn S1 654 1372.9 3.4 4 8.4 2 10.2 2 20.2 1 16.1 2 11.7 2 1,084 75 1,436 43 CCCC 1,863 36 3,253 30 13.2 12.5 2.8 Canlife Fidelity GblSplSit Pn PS4 258 1.3 6.7 1 9.5 2 11.4 1 21.6 1 14.4 2 19.3 1 1,095 49 1,484 23 CCCC 2,025 10 3,270 27 15.2 12.6 3.4 Canlife Fidelity Open World Pn PS4 287 0.9 5 2 9.1 2 6 4 14.7 4 9.8 3 10.7 2 1,091 54 1,326 129 CCCC 1,611 106 2,639 112 10 10.2 2.8 Canlife Global Equity Income Pn PS4 195 21.9 2.9 4 8.1 3 5.8 4 12.6 4 18.7 1 5.6 4 1,081 80 1,288 156 C 1,614 104 - - 10 - 2.4 Canlife Global Equity Pn PS4 5,006 215.8 4.5 3 6.5 3 8.3 3 13.8 4 17.2 1 9.9 3 1,065 102 1,312 140 C 1,691 90 2,763 93 11.1 10.7 3 § Canlife International Pn PS2 838 252.8 4.5 3 6.1 3 9.3 3 14.2 4 17.5 1 10.3 2 1,061 106 1,325 132 C 1,717 83 2,819 85 11.4 10.9 3 § Cler Med Managed Overseas Pn 2,785 - 5.7 2 7.9 3 11.6 1 18.1 2 15.4 2 8.6 3 1,079 86 1,421 49 CCC 1,781 50 3,095 41 12.2 12 3.1 Clerical Medical Ethical Pension 259 79.9 3.6 3 10 2 8.5 3 16.5 3 13.5 2 6.5 4 1,100 41 1,390 79 CCC 1,681 96 2,854 78 10.9 11.1 2.7 Clerical Medical Evergreen Pension 536 23.1 3.6 4 10 2 8.5 3 16.5 3 13.5 2 6.6 4 1,100 42 1,390 80 CCC 1,682 95 2,853 79 11 11.1 2.7 Clerical Medical Intl Gth Pn 784 86.5 5.6 2 7.3 3 10.7 2 17 3 15.8 2 8.2 3 1,073 91 1,391 76 CC 1,743 69 3,099 40 11.8 12 3.1 CM Blackrock World Ex UK Pension 297 18.8 6.1 1 12.7 1 10.7 2 17.3 2 18.3 1 11.2 2 1,127 24 1,463 29 CCCC 1,925 25 3,370 18 14 12.9 3.2 CM Newton Global Equity Pension 4,072 28.5 5.1 2 12.7 1 9.4 2 10.6 4 15.2 2 16.5 1 1,127 23 1,365 98 CC 1,831 41 3,131 37 12.9 12.1 2.7 § Countrywide CA International Pn 988 1 6.6 1 12.2 1 12.3 1 16 3 17.7 1 11.3 2 1,122 28 1,462 30 CCC 1,915 27 3,254 29 13.9 12.5 3.3 § Countrywide PS International Eq Pn 1,367 3.3 6.5 1 11.3 2 11.4 1 15.5 3 16.6 2 10.8 2 1,113 36 1,433 45 CCC 1,852 38 3,079 42 13.1 11.9 3.3 § Countrywide SP Global Equity Pn 1,439 44.2 5.6 2 9.5 2 11.5 1 19.2 1 12.5 3 12.2 1 1,095 48 1,456 38 CCC 1,839 40 3,287 25 13 12.6 3.3 § Equitable Fund of Investment Trusts Pn 3,475 123.7 3.2 4 1.1 4 11.8 1 24.2 1 7.3 4 11.8 2 1,011 161 1,403 62 CCC 1,683 94 3,125 39 11 12.1 2.8 § Equitable International Pn 1,519 145 6.1 1 9 2 11.2 2 17.5 2 15.8 2 8.7 3 1,090 56 1,425 47 CCC 1,794 47 3,261 28 12.4 12.5 3 Fidelity BailGiff 60-40 WW Eq Pn 4 394 - 2.9 4 5.4 3 13.6 1 22 1 11 3 9.5 3 1,054 114 1,460 31 CCCC 1,775 52 3,410 15 12.2 13 3.2 Fidelity BGI Long Term Pn 4 606 - 2.8 4 3.5 4 8.6 3 16.6 3 8.5 4 5.5 4 1,035 151 1,311 141 C 1,502 149 2,618 115 8.5 10.1 2.6 Fidelity Global Equity 50/50 Pn Cl4 343 - 3.3 4 4.6 4 6.7 4 14.9 4 7.7 4 13.4 1 1,046 131 1,283 158 C 1,568 120 2,816 87 9.4 10.9 2.7 Fidelity Global Equity 70/30 Pn Cl3 332 - 2.8 4 3.2 4 7.1 4 14.8 4 6.5 4 14.4 1 1,032 153 1,269 163 C 1,545 127 2,942 61 9.1 11.4 2.7 Fidelity Global Special Sits Pn Cl4 289 - 6.6 1 9.7 2 11.7 1 22 1 14.5 2 20 1 1,097 45 1,495 20 CCCC 2,053 5 3,392 17 15.5 13 3.4 Guardian Choices International Pn 688 - 6.1 1 12.8 1 9.8 2 17.7 2 18.2 1 8.1 3 1,128 21 1,458 35 CCC 1,863 35 2,840 83 13.2 11 3.2 Guardian Choices North America Pn 1,382 - 6.1 1 12.8 1 9.8 2 17.7 2 18.2 1 14.6 1 1,128 22 1,458 34 CCC 1,974 18 3,608 5 14.6 13.7 3.2 Guardian International Pn 2,012 - 6.1 1 12.8 1 9.8 2 17.7 2 18.2 1 8.1 3 1,128 20 1,458 33 CCC 1,863 34 2,841 81 13.2 11 3.2 § Halifax Ethical Pension 212 21.7 3.6 3 10.1 2 8.5 3 16.6 3 13.6 2 6.7 4 1,101 39 1,394 73 CC 1,690 91 2,871 72 11.1 11.1 2.7 § Halifax Fund of Inv Trusts Pn 348 72.4 3.1 4 0.8 4 11.5 1 23.9 1 7 4 11.4 2 1,008 162 1,393 75 CCC 1,660 99 3,020 48 10.7 11.7 2.8 § Halifax IM International Growth Pn 439 - 5.1 2 13.2 1 9.8 2 11 4 15.6 2 17 1 1,132 16 1,380 87 CC 1,865 33 3,252 31 13.3 12.5 2.7 § Halifax International Growth Pension 284 432.6 5.6 2 7.5 3 10.9 2 17.1 3 15.9 2 8.3 3 1,075 90 1,395 72 CC 1,752 60 3,125 38 11.9 12.1 3.1 § HLL Aberdeen World Equity Pn 51 1,650 0.5 5.1 2 8.9 2 6.7 4 15.3 3 15.9 2 -2.7 4 1,089 59 1,340 123 C 1,511 143 - - 8.6 - 2.9 Invesco Global Equity ex UK Pn 5 1,697 117.9 3.7 3 -0.7 4 8 3 25.4 1 7.7 4 8.8 3 993 169 1,345 115 CC 1,577 115 2,811 89 9.5 10.9 3.3 Invesco Global Equity Growth Pn 5A 421 85.6 1.7 4 -7 4 4.6 4 12.8 4 4.5 4 11 2 930 173 1,098 172 C 1,274 168 2,306 142 5 8.7 2.6 Invesco Global Equity Pn 7 301 42.8 2.8 4 -2.3 4 6.1 4 18.7 2 9.2 4 14 1 977 170 1,230 168 C 1,530 132 3,056 44 8.9 11.8 2.7 Invesco International Equity Pn 7 267 18.1 3.9 3 2.4 4 8.4 3 23.8 1 16 2 9.7 3 1,024 158 1,374 93 CC 1,750 63 3,234 32 11.8 12.5 3.4 L&G Gbl Eq FW 60:40 Index Pn G25 306 144 3.2 4 4.3 4 9.1 3 17.3 2 7.9 4 6.7 4 1,043 135 1,335 126 CC 1,538 129 2,719 101 9 10.5 2.6 L&G Gbl Eq Fxd Wts 50:50 Idx Pn G25 2,456 127.1 3.4 4 4.5 4 8.9 3 17.7 2 9.7 3 7.6 3 1,045 132 1,341 122 CC 1,583 114 2,772 92 9.6 10.7 2.7 L&G GblEq 60:40 IdxPn 282 143 3.1 4 3.6 4 8.4 3 16.5 3 7.2 4 5.9 4 1,036 149 1,308 142 CC 1,485 155 2,538 126 8.2 9.8 2.6 L&G GblEq IxFW 50:50Pn 2,262 126 3.4 4 3.8 4 8.2 3 16.9 3 9 4 6.9 4 1,038 145 1,313 139 CC 1,530 133 2,589 121 8.9 10 2.7

Page 8: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 135

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

L&G International Pn G1 1,970 125.6 5.2 2 8 3 9.5 2 16.4 3 12.2 3 10.6 2 1,080 83 1,377 88 CC 1,709 86 2,893 70 11.3 11.2 2.8 § London Life International Pn (P) 1,529 - 5 2 9.8 2 10.4 2 17.5 2 15.6 2 10.8 2 1,098 43 1,424 48 CCC 1,824 42 3,033 46 12.8 11.7 2.9 LV= Fidelity Global Spcl Sits Pn 473 11.7 6.6 1 9.5 2 11.7 1 22.1 1 14.4 2 19.9 1 1,095 47 1,494 21 CCCC 2,048 6 3,407 16 15.4 13 3.4 LV= Fidelity Index World Pn S2 169 19.8 6 1 13.3 1 11.3 2 17.1 3 17.1 1 - - 1,133 15 1,476 26 - - - - - - - 3.1 LV= Global Equity Index Pn 334 17.2 4.1 3 7.3 3 8.6 3 17.4 2 10.1 3 6.2 4 1,073 92 1,369 97 CCC 1,602 109 2,812 88 9.9 10.9 2.8 LV= Global Equity Index Pn S2 299 16.2 3.9 3 7.2 3 8.9 3 17.6 2 10.3 3 6.3 4 1,072 94 1,373 94 CCC 1,610 107 2,807 90 10 10.9 2.8 LV= Vgrd LfStrgy 100% Equity Pn S2 227 55.1 3.7 3 8 3 11.3 2 17.5 2 14.4 2 10.9 2 1,080 82 1,412 55 CCC 1,790 48 - - 12.4 - 2.7 M&G PP Global Equity Passive Pn 3,257 14.7 2.6 4 3.6 4 9 3 16.7 3 7.2 4 6.9 4 1,036 148 1,318 136 C 1,509 145 2,690 106 8.6 10.4 2.7 M&G PP Global Equity Pn 8,640 144.9 2.1 4 0.7 4 9.4 2 19.6 1 4.8 4 7.6 3 1,007 163 1,317 137 C 1,485 156 2,688 107 8.2 10.4 2.7 M&G PP International Equity Pn 24,668 - 2.7 4 3.4 4 7.9 3 23.8 1 13.9 2 10.9 2 1,034 152 1,381 86 CCC 1,744 68 2,965 57 11.8 11.5 2.9 M&G PP Long Term Growth Pn 2,989 51.1 2.8 4 5.2 3 8.8 3 17.8 2 9.3 4 6.9 4 1,052 125 1,349 109 CC 1,576 116 2,750 96 9.5 10.6 2.6 M&G PP Overseas Equity Passive Pn 3,525 155 3.4 4 7.9 3 8.9 3 20.7 1 15.5 2 8.5 3 1,079 85 1,419 50 CCC 1,778 51 2,982 52 12.2 11.5 2.8 MetLife Invesco Perp Gbl SmCo Pn 332 - 5.2 2 4.1 4 5.2 4 25.6 1 13.2 2 11.7 2 1,041 141 1,375 92 CCCC 1,738 72 3,556 9 11.7 13.5 3.1 MetLife Investec Gbl Free Ent Pn 278 2.6 7 1 8.4 2 12.6 1 23 1 9.3 4 13.2 1 1,084 72 1,502 15 CCCC 1,858 37 3,579 7 13.2 13.6 3.5 MetLife Jupiter Global Managed Pn 268 4.8 6.3 1 17.7 1 7.7 3 13.6 4 13.4 2 10.3 2 1,177 5 1,440 40 CCC 1,802 44 3,024 47 12.5 11.7 2.9 § MGM Global Index Tracker Pn 294 - 5.8 2 12.5 1 10.3 2 21.4 1 19 1 10 3 1,125 25 1,506 14 - 1,972 19 - - 14.5 - 3.3 NFU Mutual FRA International Pn S4 181 745.4 4.4 3 9 2 7.6 3 20.9 1 18.5 1 7 3 1,090 57 1,418 51 CCC 1,799 45 - - 12.5 - 3 NFU Mutual International Pn S1 1,274 745.4 4.4 3 8.9 2 7.5 4 20.7 1 18.4 1 6.8 4 1,089 63 1,413 54 CCC 1,787 49 2,847 80 12.3 11 3 NFU Mutual PPA International Pn S3 286 745.4 4.4 3 8.5 2 7.1 4 20.3 1 17.9 1 6.5 4 1,085 70 1,397 68 CCC 1,754 57 2,742 100 11.9 10.6 3 NFU Mutual Stakeholder Intl Pn S1 286 745.4 4.4 3 8.5 2 7.1 4 20.3 1 17.9 1 6.5 4 1,085 69 1,397 67 CCC 1,754 56 2,742 98 11.9 10.6 3 NFU Mutual Tr Inv Pln Intl Pn S1 286 745.4 4.4 3 8.5 2 7.1 4 20.3 1 17.9 1 6.5 4 1,085 70 1,397 68 CCC 1,754 57 2,742 99 11.9 10.6 3 § NPI Global Care Pn S1/2 650 - 8 1 14.2 1 15.7 1 17.6 2 12.5 3 16.2 1 1,142 10 1,553 5 CCCC 2,030 9 3,530 10 15.2 13.4 3.7 § NPI Overseas Equity Pn S1/2 3,691 - 5.6 2 8.9 2 9.6 2 17.1 3 13.8 2 8.8 3 1,089 62 1,398 66 CCC 1,731 78 2,943 60 11.6 11.4 3 OMW F&C Investment Trust Pn 1,404 47.4 5.3 2 3 4 20.8 1 24.5 1 10.4 3 17.9 1 1,030 156 1,549 6 CCC 2,015 14 3,483 11 15 13.3 3.3 OMW Fidelity Gbl Spcl Sits Pn 260 64 7.7 1 8.8 2 12.1 1 21.6 1 15 2 18.2 1 1,088 64 1,483 24 CCCC 2,017 11 3,327 21 15.1 12.8 3.6 OMW Fundsmith Equity Pn 385 41.2 7 1 19.7 1 17.4 1 18 2 33 1 23.5 1 1,197 1 1,658 1 CCCCC 2,726 1 - - 22.2 - 3.5 OMW IPL BkAqCo30:70CrHgGEqIdxPn 186 - 0 4 -0.6 4 9.9 2 17.9 2 2.2 4 7.4 3 994 168 1,288 157 C 1,414 163 - - 7.2 - 2.7 OMW IPL BkAqCo5050GlEqIdxPn 214 - 3.5 4 6 3 8.6 3 17.8 2 10.4 3 6.8 4 1,060 107 1,356 103 CC 1,599 110 - - 9.8 - 2.7 OMW IPL BNY Mellon Global Equity Pn 122 - 0 4 0 4 0 4 0 4 0 4 16.6 1 1,000 167 1,000 173 CC 1,166 169 - - 3.1 - 0 OMW IPL BNYMn 50/50 GlEqPn 182 - 0 4 -3.2 4 6.9 4 9.7 4 9.8 3 10.2 2 968 172 1,134 171 C 1,372 164 - - 6.5 - 2.4 OMW IPL HSBC Islamic Gbl Eq Idx Pn 212 - 7.1 1 18.4 1 13.8 1 14.1 4 23 1 - - 1,184 2 1,537 7 - - - - - - - 3.5 OMW Prof F & Inv Trust Pn C 1,371 8.7 5.1 2 3.8 4 21.7 1 25.4 1 12.3 3 17.6 1 1,038 146 1,584 3 CCC 2,093 4 3,852 1 15.9 14.4 3.4 OMW Prof Fidelity Gbl SplSit Pn 302 5.6 7.8 1 9.6 2 13 1 22.3 1 16 2 19.1 1 1,096 46 1,516 12 CCCC 2,094 3 3,590 6 15.9 13.6 3.6 OMW Prof QIEtclEqPn 458 5 6.9 1 8.8 2 5.4 4 11.8 4 27.6 1 4.6 4 1,088 65 1,281 159 C 1,708 87 2,990 50 11.3 11.6 3.7 OMW Prof QIGlDynEqPn 253 29.1 6.5 1 10.7 2 7.6 3 18.1 2 5.8 4 2.4 4 1,107 38 1,408 56 CC 1,525 138 2,502 131 8.8 9.6 3.2 OMW Prof QIGlEqGr(Fdlty)Pn 391 3.8 6.5 1 11.4 2 13.8 1 18.2 2 16 2 14.5 1 1,114 35 1,498 16 CCCCC 1,990 17 3,764 2 14.8 14.2 3.3 OMW QIGlDynEq Pn 255 38.1 6.4 1 9.8 2 6.9 4 17.2 2 5.1 4 1.5 4 1,098 44 1,376 90 CC 1,467 159 2,321 140 8 8.8 3.2 OMW Quilter Investors Ethical Equity Pn 743 31 6.8 1 7.9 3 4.6 4 11 4 26.6 1 3.8 4 1,079 84 1,253 166 C 1,646 103 2,773 91 10.5 10.7 3.7 Overseas Eq Tracker (ARC) Pn 297 1761.7 6.1 1 13.3 1 11.5 1 18.5 2 19.1 1 13.1 1 1,133 14 1,497 17 CCC 2,016 13 - - 15.1 - 3.1 Overseas Eq Tracker Pn 378 1761.7 6 1 12.3 1 10.5 2 17.4 2 18 1 12.1 1 1,123 27 1,457 37 CCC 1,926 23 3,343 20 14 12.8 3.1 § Pearl Overseas Equity Pn SHP 428 - 5.4 2 8.1 3 9.2 3 19.2 1 14.9 2 9.1 3 1,081 79 1,407 57 CCC 1,763 55 2,930 64 12 11.3 3.2 § Phoenix AXA Fram Intl Gth Pn S3 717 - 8.2 1 14.5 1 13 1 18.2 2 10.6 3 10.7 2 1,145 9 1,528 8 CCC 1,871 32 2,978 55 13.3 11.5 3.9 § Phoenix BULA (ACI) Equity Pn 745 - 2.6 4 1.3 4 8.7 3 15.7 3 3 4 9 3 1,013 160 1,274 161 C 1,431 162 2,357 139 7.4 9 2.7 § Phoenix Exempt International Pn 2,910 - 5 2 8.8 2 1.6 4 16.8 3 10.6 3 9.2 3 1,088 66 1,291 153 C 1,560 124 2,518 130 9.3 9.7 3.2 § Phoenix GT International Pn S1 415 - 4.3 3 1.7 4 6.8 4 17.9 2 7.7 4 9.5 3 1,017 159 1,280 160 C 1,510 144 2,841 82 8.6 11 3 § Phoenix International Pn S1 2,576 - 5 2 8.9 2 1.7 4 17 3 10.7 3 9.4 3 1,089 61 1,296 151 CC 1,570 119 2,523 128 9.4 9.7 3.2 § Phoenix Prop Gth Intl Pn S4 445 - 4.7 3 5.4 3 -1.5 4 13.2 4 7.2 4 5.9 4 1,054 115 1,175 170 C 1,334 165 1,816 145 5.9 6.1 3.2 § Phoenix SCP Equity Pn Inst Ord 1,126 - 1.4 4 -2.9 4 9.3 2 18.8 2 -4.8 4 6.5 4 971 171 1,261 164 C 1,278 167 2,070 144 5 7.5 2.8 § Phoenix SCP(K)M(60-100%sh)Pn Ret 987 - 4.8 3 5.2 3 5.2 4 17.8 2 6.1 4 8.7 3 1,052 121 1,304 145 C 1,505 147 2,445 135 8.5 9.4 2.9 § Phoenix SM International Pn 1,252 - 6.8 1 11.8 1 3.5 4 17.2 2 12.9 3 10.4 2 1,118 32 1,357 102 CC 1,691 89 2,678 108 11.1 10.4 3.2 § Phoenix SM Opportunity Pn 987 - 4.8 3 5.2 3 5.2 4 17.8 2 6.2 4 8.7 3 1,052 122 1,304 149 C 1,506 146 2,442 136 8.5 9.3 2.9 Phoenix Wealth AqCntGlE5050IxPn S4 530 38.2 3.5 4 5.2 3 7.7 3 16.9 3 9.6 3 6 4 1,052 123 1,325 131 CC 1,539 128 2,651 111 9 10.2 2.7 Phoenix Wealth AqCntWldExUKIxPn S4 727 78.9 6.2 1 13 1 11 2 17.7 2 18.6 1 11.5 2 1,130 18 1,475 27 - 1,951 21 3,469 12 14.3 13.2 3.2 Phoenix Wealth BNY MlnGblPn S4 807 24.6 4 3 15.4 1 7.2 4 9.4 4 29.2 1 10 3 1,154 7 1,355 105 CC 1,925 24 3,349 19 14 12.8 2.6 Phoenix Wealth TmsGEq60/401%OpfPn 379 20.5 3.6 4 7 3 11.1 2 19.1 1 9 4 6.6 4 1,070 96 1,416 52 CCC 1,646 102 2,980 54 10.5 11.5 2.8 Phoenix Wealth TmsOvsEq2%OutprfPn 344 40 5.9 1 17.9 1 11.6 1 24.2 1 14.8 2 6.6 4 1,179 4 1,635 2 CCCCC 2,002 16 3,325 22 14.9 12.8 3 Pru BlkRkAq50:50GblEqIdxPn 306 49.5 -0.9 4 3.5 4 7.9 3 18.9 2 7.7 4 9 3 1,035 150 1,329 128 CC 1,559 125 - - 9.3 - 3.1 Pru BlkRkAq60:40GbEqIxPn 872 74.2 -1.2 4 3 4 7.1 4 18.1 2 6.3 4 8.2 3 1,030 155 1,303 150 C 1,499 150 2,548 125 8.4 9.8 3.1 Pru Ex-DSF International Pn 2,642 - 3.3 4 4.2 4 9.8 2 21.3 1 13.3 2 11.3 2 1,042 139 1,387 85 CCC 1,749 66 3,170 34 11.8 12.2 3 Pru Ex-DSF M&G Managed Growth Pn 355 - 3.3 4 3.9 4 7.9 3 25.2 1 14.4 2 2.7 4 1,039 143 1,405 58 CCCCC 1,651 101 2,555 124 10.6 9.8 2.9 Pru Global Equity S3 Pn Inet 310 78.4 2.1 4 0.4 4 9 3 19.2 1 4.4 4 7.3 3 1,004 165 1,304 148 C 1,462 160 2,578 122 7.9 9.9 2.7 Pru International Equity S3 Pn Inet 382 97.1 2.7 4 2.8 4 8 3 23.4 1 13.6 2 10.1 2 1,028 157 1,371 95 CCC 1,714 84 2,871 73 11.4 11.1 2.9 Pru International Pn Ser A 353 268.6 3.2 4 3.2 4 8.7 3 20.1 1 12.2 3 10.2 2 1,032 154 1,346 114 CC 1,664 98 2,870 75 10.7 11.1 3 Pru Long Term Growth Pn S3 Inet 332 43.7 2.8 4 4.8 4 8.4 3 17.4 2 8.3 4 6.4 4 1,048 128 1,334 127 CC 1,538 130 2,619 114 9 10.1 2.6 Pru Personal Pension Pn 17,094 - 2.9 4 0.5 4 9 3 16 3 7.3 4 9.8 3 1,005 164 1,272 162 C 1,498 151 2,602 117 8.4 10 2.8 Pru PPP Pn 3,629 174.9 2.9 4 0 4 8.5 3 15.5 3 6.8 4 9.2 3 1,000 166 1,253 165 C 1,461 161 2,475 133 7.9 9.5 2.8 § ReAssure Combnd Intl Mgd S4 372 350.5 4.8 3 4 4 3 4 10 4 9.7 3 1.7 4 1,040 142 1,178 169 C 1,314 166 1,772 146 5.6 5.9 3 § ReAssure Global Equity TrackerPn 428 45.9 6.1 1 13.1 1 11.3 1 17.5 2 18.6 1 11.8 2 1,131 17 1,479 25 - 1,962 20 3,573 8 14.4 13.6 3.2 ReAssure HL Pensions Global Equity Pn 1 619 66 5.4 2 7.7 3 8.6 3 18.7 2 16.8 2 8 3 1,077 87 1,388 82 CCC 1,749 64 2,940 63 11.8 11.4 3.1 ReAssure HL Stkhol Gbl Eq Pn 1 619 75.2 5.4 2 7.7 3 8.6 3 18.7 2 16.8 2 8 3 1,077 87 1,388 82 CCC 1,749 65 2,940 62 11.8 11.4 3.1 § ReAssure Overseas Equity Pn 1,017 54 5.3 2 10 2 9 3 16.6 3 16.2 2 7.7 3 1,100 40 1,398 65 CCC 1,750 62 3,150 36 11.8 12.2 3 RLP BlackRkACSGbEqId(60:40)Pn 301 277.8 3.1 4 3.6 4 7.5 4 16.2 3 8.6 4 5.4 4 1,036 147 1,294 152 C 1,482 157 2,518 129 8.2 9.7 2.7 RLP BlackRock ACS Global Blend Pn 316 1810.4 4.1 3 6.3 3 9.4 2 15.7 3 10.2 3 6.9 4 1,063 104 1,345 117 CC 1,585 113 2,719 102 9.6 10.5 2.8 RLP BlkRck ACS Gbl Eq Idx(50:50)Pn 375 140.9 3.3 4 3.9 4 8.2 3 17.3 2 9.3 4 6 4 1,039 144 1,318 134 CC 1,529 134 2,595 119 8.9 10 2.7 RLP Glb BldCrePlus(RbGlbAl)Pn 290 118.5 4.5 3 5.2 3 9.8 2 15.7 3 6.2 4 9.6 3 1,052 124 1,337 125 CC 1,556 126 2,704 103 9.2 10.5 3 RLP Global Managed Pn 1,370 17228.9 4 3 6 3 9.1 3 15.8 3 7.5 4 8.9 3 1,060 108 1,338 124 CC 1,565 122 2,672 109 9.4 10.3 2.7 § Royal Liver Global Equity Pn S2 185 0.4 5.8 2 13.5 1 10.7 2 24.3 1 4.6 4 8.5 3 1,135 13 1,563 4 CCCCC 1,774 53 3,166 35 12.1 12.2 3.2 § Royal Liver International Equity Pn S2 212 41.8 5.1 2 9 2 8.2 3 18.3 2 12.9 3 10.1 2 1,090 55 1,396 71 CCC 1,736 73 3,004 49 11.7 11.6 3 Royal London (UF/As) World Growth S2 Pn 1,174 - 4.8 3 8.7 2 10 2 16.2 3 12.7 3 10.6 2 1,087 67 1,389 81 CC 1,731 77 2,983 51 11.6 11.5 2.9 Royal London ANL International Pn 564 - 4.8 3 8.9 2 8.9 3 17.3 2 13 3 10.2 2 1,089 60 1,390 77 CC 1,731 76 2,980 53 11.6 11.5 2.9 § Royal London Henderson World Select Pn 198 - 5.8 2 9.5 2 13.7 1 12.9 4 7.1 4 10 2 1,095 50 1,404 60 CC 1,654 100 2,474 134 10.6 9.5 3.4 Royal London International Pn 1,666 - 4.4 3 9.1 2 11.2 2 17.9 2 17.1 1 11.9 2 1,091 53 1,431 46 CCC 1,874 29 3,292 24 13.4 12.7 3.3 § Royal London Pasv 60/40 Gbl Eq Pn 306 - 3.6 3 4.1 4 7.1 4 17 3 7.7 4 5.9 4 1,041 140 1,304 146 - 1,488 154 2,573 123 8.3 9.9 3 § Royal London Sch Act Gbl Eq Pn 339 - 4.4 3 5.4 3 9.5 2 17.4 2 8.2 4 6.9 4 1,054 118 1,355 104 CC 1,567 121 2,916 66 9.4 11.3 3 Royal London SH Intl Pn 506 - 4.8 3 9 2 8.9 3 17.2 2 13.2 2 10.3 2 1,090 58 1,390 78 CC 1,735 74 2,871 74 11.7 11.1 2.9 Scot Wid Intl Pn 223 314.2 4.3 3 6.4 3 7.3 4 18 2 16 2 8.6 3 1,064 103 1,348 110 CC 1,697 88 2,749 97 11.2 10.6 2.8 Scottish Widows Gbl Eq Pn 203 231.4 5.6 2 7.2 3 10.9 2 17.4 2 16.1 2 7.9 3 1,072 93 1,397 70 CC 1,750 61 2,921 65 11.8 11.3 3.1 SIP AXA Fram Gbl Oppo Pn S6 708 3.1 8.1 1 13.9 1 12.9 1 18.3 2 11 3 11 2 1,139 12 1,520 9 CCC 1,873 30 3,055 45 13.4 11.8 3.9 SIP Fid Intl SS Mgd Pn S6 2,322 8.2 6 1 6.3 3 8.6 3 16.3 3 14.7 2 16.7 1 1,063 105 1,342 119 CC 1,797 46 3,171 33 12.4 12.2 3.2 SIP Henderson World Select Pn S6 255 3.8 5.9 1 5.6 3 12.1 1 13.3 4 8.6 4 10 3 1,056 112 1,341 121 CCCCC 1,602 108 2,487 132 9.9 9.5 3.7 SIP International Equity Pn S6 4,711 59.2 5.7 2 4.5 4 9.6 2 17.2 2 15.5 2 10.8 2 1,045 133 1,342 120 C 1,718 82 2,761 94 11.4 10.7 3.2 SIP Managed Investment Trust Pn S6 671 3.1 3.9 3 6.5 3 11.1 2 28.2 1 6.8 4 9.2 3 1,065 101 1,517 11 CCCCC 1,769 54 2,898 68 12.1 11.2 3 SL BlackRock Mgd 50:50 GbEq Pn S4 261 - 3.4 4 4.2 4 8.6 3 16.5 3 9.2 4 6 4 1,042 138 1,319 133 CC 1,527 136 2,603 116 8.8 10 2.7 SLFC (Citibank) International Pn 2,496 - 5.6 2 6.8 3 9.1 3 20.4 1 13 3 9.9 3 1,068 98 1,404 59 CC 1,743 70 2,947 58 11.8 11.4 3.1 SLFC (Laurentian) International Pn 2,069 - 5.6 2 6.7 3 9 3 20.3 1 12.8 3 9.8 3 1,067 99 1,399 64 CC 1,732 75 2,896 69 11.6 11.2 3.1

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136 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

SLFC (Liberty) International Pn 320 - 5.5 2 6.6 3 8.8 3 20.1 1 12.7 3 9.6 3 1,066 100 1,393 74 CC 1,721 81 2,859 76 11.5 11.1 3.1 SLFC Global/International Pn 778 115 5.6 2 6.8 3 9.1 3 20.4 1 13 3 9.9 3 1,068 97 1,404 61 CC 1,743 71 2,947 59 11.8 11.4 3.1 SLFC Green Pn 768 38.5 3.1 4 5.6 3 3.3 4 13.9 4 18.8 1 3.4 4 1,056 113 1,243 167 C 1,526 137 2,362 138 8.8 9 3.3 SMA Stakeholder International Pn 1,246 - 6.8 1 11.9 1 3.6 4 17.4 2 12.9 3 12.6 1 1,119 31 1,360 100 CC 1,730 79 2,704 104 11.6 10.5 3.2 SMA Stakeholder Opportunity Pn 980 - 4.8 3 5.3 3 5.3 4 17.8 2 6.2 4 9.3 3 1,053 120 1,305 144 C 1,516 142 2,435 137 8.7 9.3 2.9 SSgA MPF Multi Factor Global Equity Pn 178 - 4.4 3 12.9 1 10.7 2 16.4 3 - - - - 1,129 19 1,454 39 CCC - - - - - - 2.7 Stan Life Gbl Eq 50:50 Trk Pn S2 383 658.9 3.9 3 7.1 3 11.1 2 16.6 3 11.2 3 9.5 3 1,071 95 1,387 84 - 1,688 93 3,076 43 11 11.9 2.7 Stan Life Global Equity 50:50 Pn S2 413 1332 4.5 3 4.3 4 5.7 4 18.6 2 5.7 4 8.7 3 1,043 136 1,308 143 C 1,503 148 2,817 86 8.5 10.9 2.8 Stan Life Overseas Tracker Pn S3 399 636 5.7 2 12.1 1 11.7 1 17.3 2 17.8 1 12.6 1 1,121 30 1,469 28 - 1,948 22 3,444 13 14.3 13.2 3.1 Stan Life VdFTSEDWdexUKPn S3 269 - 5.7 2 12.1 1 10.7 2 17.6 2 18.3 1 11.1 2 1,121 29 1,459 32 - 1,919 26 - - 13.9 - 3.1 SW Aq 40/60 GEIdPn CS1 1,369 167.3 5 2 9.3 2 10.8 2 16.8 3 13.7 2 8.6 3 1,093 51 1,414 53 CC 1,747 67 - - 11.8 - 2.9 SW SSgA Intl Eq Idx Pn 308 278 6.1 1 12.4 1 10.6 2 17.2 2 18.9 1 9.8 3 1,124 26 1,457 36 CCCC 1,901 28 3,301 23 13.7 12.7 3.2 SW StateSt 50:50 Gbl Eq Idx Pn 262 879.6 3.9 3 5.1 4 8.1 3 16.7 3 9.1 4 5.5 4 1,051 126 1,325 130 - 1,525 139 2,592 120 8.8 10 2.8 § United Friendly Equity Pn S1 1,136 - 3.2 4 4.8 4 7.8 3 15.4 3 8.1 4 5.8 4 1,048 127 1,304 147 C 1,491 152 2,629 113 8.3 10.1 2.9 Vitality Invtc Gbl Eq Gth Pn 252 1.3 6.8 1 18.2 1 10.1 2 14.8 4 24.1 1 19.2 1 1,182 3 1,495 19 CCC 2,212 2 - - 17.2 - 3.1 Vitality Invtc Gbl Eq Inc Pn 246 0.5 6.1 1 14.6 1 6.2 4 8.3 4 - - - - 1,146 8 1,318 135 C - - - - - - 2.9 Zurich Aq 30/70CryHdGIx Pn 1,142 302.1 3.3 4 4.7 4 9.6 2 17.5 2 1.9 4 7.1 3 1,047 130 1,348 111 - 1,471 158 - - 8 - 2.9 Zurich Aq50/50GblEqIxPn 293 552.5 3.5 4 5.8 3 8.2 3 17.5 2 10.1 3 6.4 4 1,058 110 1,344 118 CC 1,575 117 2,701 105 9.5 10.4 2.7 Zurich Equity Accumulation 3/4 AP 23,934 1202.9 5.1 2 9.2 2 10.6 2 18.7 2 12.8 3 12.5 1 1,092 52 1,434 44 CCC 1,819 43 3,277 26 12.7 12.6 3 Zurich Equity Capital 3/4 AP 5,800 1202.9 4.8 3 5.4 3 6.8 4 14.6 4 9 4 8.6 3 1,054 116 1,290 154 C 1,527 135 2,309 141 8.8 8.7 2.9 § Zurich Equity Pn 3/4 5,699 1255.9 4.8 3 5.4 3 6.8 4 14.6 4 8.9 4 8.5 3 1,054 117 1,290 155 C 1,524 140 2,295 143 8.8 8.7 2.9 Ave/Total (F) 6 1,348 340.8 4.6 - 7.5 - 9.2 - 17.6 - 12.6 - 9.6 - 1,075 173 1,381 173 1,705 169 2,906 146 11.1 11.2 3 MSCI World GR GBP - 4.5 11.6 13.1 17.6 17.7 14.1 1,116 1,484 1,994 3,670 14.8 13.9 2.9 FTSE World TR GBP - 4.4 11 12.4 18.2 18 12.3 1,110 1,474 1,952 3,517 14.3 13.4 2.8

Global Fixed Interest Av BROvBdIdxTkPn 135 171 4.2 1 13.6 1 -0.6 2 -3.9 4 32 1 -0.8 3 1,136 14 1,085 31 - 1,421 16 - - 7.3 - 2.4 Aviva Global Bond NU Pn 546 651.3 1 4 7 3 -0.7 2 -0.6 2 7.6 3 3.6 1 1,070 48 1,056 53 C 1,178 51 1,643 11 3.3 5.1 0.9 Aviva Global Bond Pn Inet 432 651.3 1 4 7.3 3 -0.4 1 -0.4 2 7.9 3 3.9 1 1,073 45 1,065 50 CC 1,194 50 1,691 5 3.6 5.4 0.9 Aviva Newton International Bond Pn Inet 425 22.9 4 1 13.6 1 -1.1 2 -1.8 3 30.7 1 -0.3 3 1,136 11 1,104 15 CCC 1,438 11 1,675 8 7.5 5.3 2.3 Canlife Corporate Bond Pension SP Pn 121 - 1.6 3 7.6 3 -0.4 1 4.2 1 9.8 3 - - 1,076 42 1,117 8 CCCCC - - - - - - 1.2 Canlife Fixed Interest Pension SP Pn 116 - 1.2 4 5.7 4 0.5 1 -1.9 3 12.1 3 - - 1,057 59 1,043 56 C - - - - - - 1.6 Canlife Global Bond Pension SP Pn 139 - 4 1 12.8 2 -0.7 2 3.1 1 25.6 3 - - 1,128 31 1,154 3 CCC - - - - - - 1.9 Canlife Global Macro Bond Pn PS4 127 86.8 4 1 11.9 3 -1.4 3 2.5 1 24.6 3 0.3 2 1,119 37 1,131 6 CCC 1,414 21 - - 7.2 - 1.9 Clerical Medical Intl Fxd Inc Pn 144 0.8 3.7 2 13.3 2 -1 2 -3.3 4 29.6 1 0.3 2 1,133 22 1,084 33 CCC 1,409 24 1,566 24 7.1 4.6 2.3 CM Invesco Perpetual Global Bond Pension 193 4.2 3.2 3 6.9 3 -1.8 4 2.7 1 12.1 3 2.2 1 1,069 51 1,077 44 CC 1,233 44 1,529 29 4.3 4.3 1.2 CM Newton International Bond Pension 210 7.3 4 1 13.5 2 -1.4 3 -2.4 3 29.7 1 -0.5 3 1,135 17 1,092 27 CCC 1,410 23 1,606 18 7.1 4.9 2.2 § HLL Invesco Global Bd Pn 51 2,150 1.5 3.3 3 7.6 3 -1.1 2 3.4 1 12.8 3 2.9 1 1,076 41 1,100 20 CC 1,278 39 - - 5 - 1.2 § HLL iShrOvrssGvtBdIdxUKPn 51 2,291 0.6 3.9 2 14.2 1 -0.9 2 - - - - - - 1,142 6 - - - - - - - - - - L&G Invesco Perpetual Global Bond Pn G25 202 0.6 3.5 3 7.5 3 -1.2 3 3.3 1 12.7 3 2.7 1 1,075 44 1,097 22 CC 1,270 41 1,606 19 4.9 4.8 1.2 L&G Newton International Bond Pn G25 220 0.9 4.1 1 13.6 1 -0.6 1 -1.9 3 29.4 2 -0.5 3 1,136 13 1,107 12 CCC 1,426 14 1,672 9 7.4 5.3 2.3 L&G Newton Intl Bd G17 Pn 2,044 4.1 4 1 13.5 1 -1.3 3 -2.4 3 29.3 2 -0.6 3 1,135 15 1,093 26 CCC 1,404 26 1,577 22 7 4.7 2.2 L&G Overseas Bond Index PMC Pn G25 2,514 1.7 3.9 2 14.3 1 -0.7 2 -2.6 3 33.2 1 0.3 2 1,143 5 1,106 14 CCCC 1,478 5 1,678 7 8.1 5.3 2.4 LV= BNY Mellon International Bond Pn 216 3.7 4 1 14 1 -2 4 -1.2 3 30.3 1 -0.1 3 1,140 9 1,104 16 CCC 1,436 12 1,682 6 7.5 5.3 2.2 LV= BNY Mellon International Bond Pn S2 144 3.8 4 1 14.5 1 -1.6 4 -0.7 2 30.8 1 0.3 2 1,145 3 1,120 7 CCC 1,468 7 1,698 4 8 5.4 2.2 LV= Invesco Global Bond UK Pn S2 138 2.9 3.3 3 7.9 3 -0.9 2 3.7 1 13.1 3 3.2 1 1,079 39 1,109 11 CC 1,294 37 - - 5.3 - 1.2 LV= ishares OseaCorBdTrk Pn S2 147 4.1 4.5 1 16.4 1 -1.2 3 3.1 1 26.9 2 2.8 1 1,164 1 1,186 1 - 1,547 1 - - 9.1 - 2.2 M&G PP International Bond Pn 8,108 - 3.6 2 12.8 2 0.2 1 -2.6 4 34.2 1 1.1 2 1,128 30 1,101 18 CCC 1,493 4 1,706 3 8.3 5.5 2.6 MetLife Newton International Bond Pn 220 3.5 3.9 2 13.3 2 -0.9 2 -2 3 29.9 1 -0.1 3 1,133 21 1,100 19 CCC 1,428 13 1,650 10 7.4 5.1 2.2 OMW Barings Strategic Bond Pn 504 2.6 2.7 3 4.9 4 -1.2 3 0.5 2 -0.2 4 3.2 1 1,049 61 1,042 57 CC 1,073 57 1,241 39 1.4 2.2 1.2 OMW BNY Mellon International Bnd Pn 221 2.8 4.1 1 12.8 2 -1.5 3 -2.5 3 30 1 -1.2 4 1,128 29 1,084 32 CCC 1,393 28 1,589 21 6.9 4.7 2.3 OMW Invesco Global Bond Pn 320 4.8 3.5 3 6.6 4 -1.8 4 2.7 1 12.2 3 1.9 2 1,066 55 1,075 47 CC 1,229 46 1,503 35 4.2 4.2 1.2 OMW M&G Global Government Bond Pn 155 2 4.7 1 12.7 2 -1.7 4 2.3 2 31.9 1 1.5 2 1,127 33 1,133 4 CCCCC 1,516 2 1,754 2 8.7 5.8 2.3 Overseas Bond (ARC) Pn 137 435.6 3.9 2 13.4 2 -0.9 2 -1.9 3 32.2 1 -1.3 4 1,134 19 1,103 17 CCC 1,439 10 - - 7.6 - 2.3 Overseas Bond Pn 277 435.6 3.9 2 12.6 2 -1.6 4 -2.6 4 31.2 1 -2 4 1,126 34 1,079 41 CCC 1,387 29 1,511 34 6.8 4.2 2.3 Overseas Government Bond Tracker Pn 122 267.4 3.8 2 13.4 2 -1.5 3 -3.3 4 31.3 1 -0.4 3 1,134 20 1,080 39 - 1,411 22 - - 7.1 - 2.3 Ovrss Gvt Bd Trkr ARC Pn 136 267.4 3.9 2 14.4 1 -0.6 2 -2.4 3 32.5 1 0.5 2 1,144 4 1,110 9 - 1,477 6 - - 8.1 - 2.3 § Phoenix Cent International Fixed Pn OM1 264 - 3.8 2 12.4 2 -2.7 4 -5.1 4 29.1 2 -1.3 4 1,124 36 1,038 59 CC 1,323 35 1,420 38 5.8 3.6 2.3 § Phoenix SM Invesco Perp Global Bond Pn 205 - 3.2 3 6.7 4 -1.8 4 2.7 1 11.7 3 2 2 1,067 53 1,076 46 CC 1,225 48 1,516 32 4.1 4.2 1.2 Phoenix Wealth ASIInGbIndLnBdPn S4 233 1.2 1.1 4 5.8 4 0.2 1 -0.7 2 6.1 4 3.1 1 1,058 58 1,053 54 CC 1,151 53 - - 2.9 - 1.3 Phoenix Wealth BNY Mln IntrnBdPn S4 347 10.4 4 2 13.4 2 -1.4 3 -2.4 3 29.5 2 -0.5 3 1,134 18 1,092 28 CCC 1,406 25 1,600 20 7 4.8 2.2 Phoenix Wealth iShrsOsCrpBdIxPn S4 303 1.5 4.3 1 15.1 1 -1.7 4 2.5 1 26.7 2 2.6 1 1,151 2 1,160 2 - 1,508 3 - - 8.6 - 2.2 Phoenix Wealth iShsOsesGvBdIxPn S4 284 2.7 3.8 2 13.5 2 -1.3 3 -3.1 4 31.4 1 -0.4 3 1,135 16 1,085 30 - 1,420 17 - - 7.3 - 2.4 § Phoenix WorldWide Bond Pn S1 467 - 3.8 2 12.8 2 -2 4 -4.3 4 28 2 -0.5 3 1,128 32 1,058 52 CC 1,347 34 1,469 37 6.1 3.9 2.3 Pru FRIA Invesco Global Bond Pn 148 - 3.3 3 7 3 -1.6 4 2.9 1 12.2 3 2.4 1 1,070 46 1,083 34 CC 1,243 42 1,551 25 4.5 4.5 1.2 Pru International Bond Pn S3 Inet 269 3.9 3.6 3 12.5 2 -0.2 1 -3.3 4 34 1 0.6 2 1,125 35 1,086 29 CCC 1,463 8 1,637 13 7.9 5.1 2.6 Pru Invesco Global Bond Pn Ser A 171 1.9 3.3 3 7 3 -1.8 4 2.8 1 12 3 2.3 1 1,070 49 1,080 38 CC 1,239 43 1,540 26 4.4 4.4 1.2 § ReAssure GLP Gbl FI 4 Star S1Pn 436 0.7 4 1 14 1 -0.6 1 -2.3 3 28.7 2 -0.7 3 1,140 8 1,106 13 CCC 1,414 19 1,638 12 7.2 5.1 2.4 § ReAssure GLP Gbl FI Acc 90 Lyl S1 Pn 355 1.5 4 1 13.1 2 -1.4 3 -3.1 4 27.8 2 -1.5 4 1,131 25 1,081 36 CCC 1,361 32 1,518 30 6.4 4.3 2.4 § ReAssure GLP Gbl FI Acc 90 S1 Pn 355 1.8 4 1 13.1 2 -1.4 3 -3.1 4 27.8 2 -1.5 4 1,131 25 1,081 36 CCC 1,361 32 1,518 30 6.4 4.3 2.4 ReAssure PIMCOGISGbl(Strl Hgd)PPBPn 108 1 0.4 4 4.4 4 -0.5 1 0.2 2 - - - - 1,044 62 1,041 58 CCCC - - - - - - 0.6 RLP International Government Bond Pn 113 3.6 0.4 4 5.9 4 -0.9 2 -3.3 4 6.7 4 2.6 1 1,059 56 1,014 61 C 1,111 56 - - 2.1 - 0.7 RLP Invesco Global Bond Pn 139 7 3.2 3 6.9 3 -1.9 4 2.7 1 12.1 3 2 2 1,069 50 1,078 43 CC 1,232 45 - - 4.3 - 1.2 § Royal Liver Fixed Interest Pn S2 133 5.4 1.3 4 7 3 0.6 1 5 1 9.3 3 6.6 1 1,070 47 1,131 5 CCCCC 1,318 36 1,855 1 5.7 6.4 1.2 SIP Invesco Perpetual Global Bond Pn S8 160 0.3 3.5 3 7.5 3 -1.1 2 3.3 1 12.9 3 2.8 1 1,075 43 1,097 21 CC 1,274 40 1,608 17 5 4.9 1.2 SIP Old Mutual Gbl Stra Bd Pn S8 114 - 1 4 7.7 3 0 1 0.3 2 3.8 4 0.3 2 1,077 40 1,080 40 CC 1,124 54 - - 2.4 - 0.9 SIP SLI Global Index Linked Bond Pn S8 141 - 1.5 3 6.7 4 2.4 1 0.2 2 7.2 4 3 1 1,067 54 1,095 24 CC 1,209 49 - - 3.9 - 1.3 SIP Threadneedle Global Bond Pn S8 157 - 3.8 2 14.2 1 -1.3 3 -4 4 32.3 1 -0.5 3 1,142 7 1,083 35 CCC 1,426 15 1,628 14 7.4 5 2.3 SL SLI Eurpn Corp Bd Inst Pn S2 68 - 3.6 3 -68.6 4 0.2 1 7.1 1 26.3 3 -8.5 4 314 64 337 63 C 390 58 501 40 -17.2 -6.7 12.1 Stan Life Global Bond Pn S3 284 3704.5 3.8 2 12.9 2 -1.4 3 -4.1 4 29.1 2 1 2 1,129 28 1,069 49 CCC 1,394 27 1,536 27 6.9 4.4 2.3 Stan Life iShrsOseasGovBdIdxPn S4 132 10.4 3.8 2 13.2 2 -1.6 4 -3.3 4 31.4 1 -0.2 3 1,132 23 1,078 42 - 1,414 20 - - 7.2 - 2.4 Stan Life SLI Global IL Bd Pn S4 135 8.6 1.1 4 5.6 4 0.2 1 -0.6 2 6.3 4 3.1 1 1,056 60 1,052 55 CC 1,153 52 - - 2.9 - 1.3 Stan Life VangGbl Bond Idx Pn S4 115 - 0.5 4 5.8 4 -1.4 3 -2.5 3 6.2 4 3 1 1,058 57 1,018 60 - 1,113 55 - - 2.2 - 0.7 SW Inv Perp Gbl Bd Pn 230 24.4 3.2 3 6.7 4 -2 4 2.6 1 11.9 3 2.1 2 1,067 52 1,073 48 CC 1,226 47 1,512 33 4.2 4.2 1.2 SW Nwtn Intl Bd Pn 252 36.8 4 1 13.6 1 -1.3 3 -2.3 3 29.8 1 -0.4 3 1,136 12 1,094 25 CCC 1,415 18 1,620 16 7.2 4.9 2.2 SW Threadneedle European Bond Pn Inet 242 0.5 3.2 3 9.7 3 -0.6 1 1.7 2 22.7 3 -5.8 4 1,097 38 1,109 10 CCCC 1,281 38 1,621 15 5.1 4.9 1.9 Threadneedle BGI Aq Ovrs Bd IdxPn G 157 - 3.2 3 13.1 2 -0.6 1 -2.6 4 32.5 1 -0.2 3 1,131 24 1,096 23 CCC 1,448 9 1,573 23 7.7 4.6 2.4 Zurich BNYMln IntlBd Pn 217 1.4 3.9 2 12.9 2 -1.9 4 -2.9 4 28.8 2 -1.1 4 1,129 27 1,076 45 CCC 1,371 30 1,533 28 6.5 4.4 2.2 Zurich Dmsnl GbShtDtdBd Pn 514 0.4 0.2 4 2.4 4 -1.7 4 -0.9 2 - - - - 1,024 63 997 62 C - - - - - - 0.4 Zurich Global Bond Pn Inet 213 0.2 3.6 3 13.9 1 -2 4 -4.7 4 28.5 2 0.1 2 1,139 10 1,064 51 CCC 1,368 31 1,478 36 6.5 4 2.3 Ave/Total (F) 6 474 107.4 3.2 - 9.4 - -1 - -0.5 - 22.1 - 0.7 - 1,094 64 1,075 63 1,325 58 1,561 40 5.6 4.4 2 Citi WGBI GBP - 3.5 12.9 0.1 -2.2 30.8 -0.2 1,129 1,106 1,445 1,705 7.6 5.5 2.4

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Money Management | September | 2019 | 137

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Global High Yield Av Cap Grp Gbl Hi Inc Opps Pn 379 6.9 5.1 3 16.4 1 2.1 1 12.3 1 26.6 1 0.4 1 1,164 4 1,335 2 CCCCC 1,696 1 2,679 1 11.1 10.4 2.4 Av MyMCaGrGlHiInOpPn 163 - 5.1 3 16.5 1 2.8 1 12.5 1 - - - - 1,165 3 1,347 1 CCCCC - - - - - - 2.3 Aviva Ivt EmMt LocCurDt Pn 124 5.2 5.5 1 13.5 2 -1.6 3 8.8 1 20 2 -11.9 3 1,135 6 1,215 6 CCC 1,284 5 - - 5.1 - 3.2 Canlife Global High Yield Bond Pn PS4 114 12.3 0.6 4 3.5 4 -1.1 2 8.3 3 2.4 4 -1.2 2 1,035 14 1,108 14 CC 1,121 14 - - 2.3 - 1.2 Canlife Tndle Emg Mkt Bond Pn PS4 257 0.5 5.6 1 16.9 1 -2.2 4 6.5 4 28.6 1 1.8 1 1,169 2 1,218 5 CCCC 1,595 3 2,154 2 9.8 8 2.5 LV= Investec Emerging Market Debt Pn S2 99 0.5 5.4 2 14.2 2 -1.4 3 9 1 22.8 1 -15.5 4 1,142 5 1,228 3 CCC 1,273 6 - - 5 - 3.1 OMW Investec EmgMkts LclCrDt Pn 114 0.8 5.5 1 12.7 3 -2.6 4 8.3 2 19.4 2 -12.8 4 1,127 10 1,190 10 CCC 1,239 10 - - 4.4 - 3.2 OMW Merian Emerging Market Debt Pn 174 0.9 6 1 17.5 1 -2 3 6.3 4 29.1 1 1.3 1 1,175 1 1,223 4 CCCC 1,600 2 - - 9.9 - 2.8 Phoenix Wealth AXAUSStDuHYBPn S4 213 0.2 0.3 4 2.6 4 -0.6 1 2.1 4 1.3 4 - - 1,026 17 1,041 17 CC - - - - - - 0.5 Phoenix Wealth InvEMkLoCuDtPn S4 284 1.1 5.3 2 13.2 2 -2.1 3 8.4 2 18 3 -11.8 3 1,132 8 1,200 8 CCC 1,249 9 - - 4.5 - 3.2 Phoenix Wealth InvtcEMBldDbtPn S4 282 0.5 3.3 3 8.6 3 -0.8 2 8 3 22.9 1 -3.1 2 1,086 12 1,164 11 CCC 1,385 4 - - 6.7 - 2.7 RLP Global High Yield Bond Pn 124 708 0.6 4 5.3 4 -0.2 1 7.1 3 4.8 3 0.4 2 1,053 13 1,125 13 C 1,184 12 - - 3.4 - 1 RLP Investec EM LocCuDt Pn 116 2 5.3 2 13.2 2 -2.3 4 8.5 2 19.2 2 -12.4 4 1,132 7 1,200 9 CCC 1,254 8 - - 4.6 - 3.2 RLP Short Duration Global High Yield Pn 115 507.9 0.3 4 2.9 4 0.9 1 2.8 4 3 4 3.1 1 1,029 16 1,067 16 C 1,134 13 - - 2.5 - 0.4 Stan Life Investec EM LclCurDtPn S4 113 - 5.2 2 13.2 3 -2.2 4 8.5 2 18.9 3 -11.9 3 1,132 9 1,202 7 CCC 1,260 7 - - 4.7 - 3.2 Stan Life SLI Gl Hgh Yld Bd Pn S4 130 288.2 0.5 4 3.3 4 -0.6 2 6.3 4 3.4 4 -3.9 2 1,033 15 1,091 15 CC 1,084 15 - - 1.6 - 1.2 Zurich Inv EMLoCuDtMPn 575 0.1 5.2 3 11.4 3 -3 4 7.4 3 18.1 3 -13 4 1,114 11 1,161 12 CCC 1,194 11 - - 3.6 - 3.2 Ave/Total (F) 6 199 90.3 3.8 - 10.9 - -1 - 7.7 - 16.2 - -6 - 1,109 17 1,183 17 1,303 15 - - 5.3 - 2.3

Global Property Aegon Active Value Property Pn 220 - 0.3 4 4 4 - - - - - - - - 1,040 38 - - - - - - - - - - Agn Schr Gbl Cit Prop Inc ARC Pn 236 27.7 5.6 2 19.6 1 5.2 2 1.1 2 26.9 1 9.7 2 1,196 2 1,271 4 CCC 1,771 4 - - 12.1 - 3.2 Agn Schr Gbl Cit Prop Inc Pn 196 27.7 5.5 2 18.4 1 4.2 3 0.1 3 25.7 2 8.6 3 1,184 10 1,234 13 CCC 1,685 21 2,875 20 11 11.1 3.2 Av L&GPMCGRlEsEqIdxFPPn 216 4.4 6.3 1 16.8 3 4.2 3 -1 4 32.7 1 9.2 3 1,168 24 1,205 28 - 1,746 6 - - 11.8 - 3 Av Schdr Gbl Ctis Rel Est AP 547 4 5.6 2 19.6 1 5.3 1 1.2 2 26.9 1 9.8 2 1,196 1 1,274 3 CCC 1,775 3 3,217 6 12.2 12.4 3.2 Av Schdr GblCtisRelEst IE/XE 430 - 5.6 2 18.9 1 4.5 2 0.6 2 26.5 2 9.3 3 1,189 4 1,250 6 - 1,728 11 3,037 13 11.6 11.7 3.2 Aviva SchGblCitRelEst Pn 227 51 6.6 1 18.1 2 4.4 2 1 2 26.2 2 9.2 3 1,181 13 1,246 8 CCC 1,718 13 3,038 12 11.4 11.8 3.2 Canlife Fidelity Global Property Pn PS4 178 0.2 4.6 3 15.9 3 4.9 2 0.5 2 25.7 3 12.1 1 1,159 27 1,221 22 CCC 1,721 12 3,183 7 11.5 12.3 2.9 Canlife Schr Gbl Cit Rel Est Pn 171 0.3 5.5 2 18.5 1 4.2 3 0 3 25.4 3 8.7 3 1,185 5 1,234 12 CCC 1,682 22 2,861 21 11 11.1 3.2 Canlife UK Property Pension SP Pn 124 - 0 4 1.2 4 5.2 2 8.2 1 2.4 4 - - 1,012 39 1,153 34 - - - - - - - 1.2 CM Schroder Gbl Real Estate Sec Pn 215 2.5 5.5 2 18.3 1 4.1 3 0.1 3 25.8 2 8.7 3 1,183 11 1,233 15 CCC 1,686 19 2,887 17 11 11.2 3.2 L&G Schroder GblCitRlEstPn G25 236 3.1 6.8 1 17.3 2 4.6 2 1.2 1 25.7 2 9.1 3 1,173 18 1,242 10 CCC 1,703 15 3,010 14 11.2 11.6 3.2 LV= Fidelity Global Property Pn 218 4.5 4.6 3 16.8 3 4.7 2 0.5 2 25.7 2 12.6 1 1,168 25 1,228 18 CCC 1,738 8 3,323 4 11.7 12.8 2.9 LV= Fidelity Global Property Pn S2 377 4.5 4.7 3 17.5 2 5.4 1 1.1 2 26.4 2 13.1 1 1,175 17 1,251 5 CCC 1,789 1 3,499 2 12.3 13.3 2.9 LV= ishares Gbl PrpSecEqIdxPn S2 182 11.8 5.6 2 18.4 1 3.6 4 -0.8 4 33 1 10 2 1,184 9 1,217 23 - 1,781 2 - - 12.2 - 3 LV= Sch Gbl Cit Rel Est Pn 190 3.3 5.6 2 19 1 4.7 2 0.1 3 26.6 2 9.9 2 1,190 3 1,248 7 CCC 1,735 10 3,050 11 11.7 11.8 3.3 OMW Fidelity Global Property Pn 207 3.1 5.6 1 15.8 3 4.2 2 0.2 3 25.3 3 11.6 2 1,158 28 1,210 26 CCC 1,692 17 3,259 5 11.1 12.5 2.9 OMW First State Gbl Prp Sec Pn 226 2.2 6.7 1 14.2 3 3.8 4 -0.5 4 20.9 3 14.4 1 1,142 30 1,179 33 C 1,631 31 3,468 3 10.3 13.2 3.1 OMW QI Gl Prop Sec Pn 63 7 2.6 4 5.5 4 5.3 1 -0.7 4 5.4 4 9.5 2 1,055 37 1,104 37 CCCC 1,273 37 2,313 28 5 8.7 2.9 OMW Sch Gbl Cit Rel Est Pn 228 4.7 7 1 17.1 2 3.9 3 0.6 2 25.5 3 8.6 3 1,171 20 1,224 20 CCC 1,668 24 2,907 16 10.8 11.3 3.3 Phoenix Wealth iSGlPrSEIxPn S4 366 3.9 5.5 3 17.2 2 3.5 4 -1.3 4 32.5 1 9.4 2 1,172 19 1,198 30 - 1,738 9 - - 11.7 - 3.1 Phoenix Wealth SchGbCitRelEstPn S4 633 14.5 5.5 2 18.5 1 4.3 2 0.2 3 25.9 2 8.8 3 1,185 7 1,237 11 CCC 1,694 16 2,912 15 11.1 11.3 3.2 § ReAssure AL SchGbl RealEstSc Pn IP 206 0.5 6.8 1 17 2 4 3 0.7 2 25.3 3 8.6 3 1,170 22 1,225 19 CCC 1,667 25 2,878 19 10.8 11.2 3.2 ReAssure HL Global Property Pn 1 174 - 2.7 4 6.9 4 3.8 3 -0.9 4 16.8 4 8.1 4 1,069 33 1,101 39 C 1,388 35 - - 6.8 - 2.1 § ReAssure NM Sch Glb Real EstSec Pn 171 0.4 6.8 1 16.7 3 3.7 4 0.4 2 26.2 2 8.2 4 1,167 26 1,214 25 CCC 1,657 29 2,826 22 10.6 10.9 3.2 RLP SchroderGblCtsRlEstPn 226 12.4 5.6 2 18.4 1 4.1 3 0 3 25.8 2 8.7 3 1,184 8 1,234 14 CCC 1,688 18 - - 11 - 3.2 § Royal London SchrodersGblPropSecPn 202 - 8 1 18.5 1 3.5 4 0.2 3 25 3 8.1 4 1,185 6 1,230 17 CCC 1,661 27 2,787 24 10.7 10.8 3.4 SC Sch Gbl Prop SecPn 193 - 5.5 3 17.8 2 3.6 4 -0.4 3 25.1 3 8.1 4 1,178 15 1,215 24 CCC 1,643 30 2,735 25 10.4 10.6 3.2 Scot Wid Dyn Prop Pn 167 19.4 2.5 4 5.9 4 5.8 1 5.8 1 8 4 14 1 1,059 36 1,186 32 CC 1,460 33 2,432 27 7.9 9.3 1.8 Scot Wid Eurpen Rl Est Pn 246 31.2 5 3 6.1 4 9.6 1 10.3 1 7.8 4 20.3 1 1,061 35 1,282 2 CCCCC 1,664 26 3,075 10 10.7 11.9 3.4 Scot Wid MM Gbl Rl Est Secs Pn 259 15.1 5.6 1 17.6 2 2.8 4 0 3 28 1 10.4 2 1,176 16 1,208 27 CC 1,708 14 3,085 9 11.3 11.9 3 SIP Fidelity Global Property Pn S8 213 0.3 5.7 1 17 3 5.2 2 1.1 2 26.7 1 12.3 1 1,170 23 1,243 9 CCC 1,769 5 3,524 1 12.1 13.4 3 SIP Premier Pan Europ Prop Sh Pn S8 249 0.1 4.7 3 0.4 4 11.9 1 2.2 1 3.9 4 21.8 1 1,004 40 1,148 35 C 1,453 34 - - 7.8 - 3.6 SL SLI Global Real Estate Pn S4 123 116.6 1.9 4 6.4 4 3.8 4 2.8 1 19.8 3 -2.3 4 1,064 34 1,135 36 CCC 1,329 36 1,960 29 5.8 7 1.2 Stan Life Global REIT Pn S2 122 10.3 2.8 4 10.9 3 5.3 1 -5.8 4 6 4 8.3 4 1,109 31 1,101 38 CC 1,264 38 2,620 26 4.8 10.1 3 Stan Life iShrsGblPrpScsEqIxPn S4 211 40.7 5.4 3 17 2 3.3 4 -1.5 4 32.4 1 10.5 2 1,170 21 1,190 31 - 1,741 7 - - 11.7 - 3 Stan Life L&G Hyrd Prop 70:30 Pn S5 213 - 1.9 4 7.2 3 11.8 1 7.3 1 6.6 4 14.4 1 1,072 32 1,286 1 CCC 1,569 32 - - 9.4 - 3.4 SW SchrGblCtsRlEstPn 248 30.9 5.5 2 18.3 2 4.1 3 0 3 25.7 2 8.7 3 1,183 12 1,233 16 CCC 1,685 20 2,881 18 11 11.2 3.3 Zurich Fidelity Global Property Pn Inet 189 0.8 4.5 3 15.5 3 4.1 3 0.1 3 24.7 3 11.7 1 1,155 29 1,204 29 CCC 1,678 23 3,087 8 10.9 11.9 2.8 Zurich SchrGlCtRlEsPn 227 3.2 5.5 2 18.1 2 3.9 3 -0.3 3 25.3 3 8.3 4 1,181 14 1,223 21 CCC 1,660 28 2,797 23 10.7 10.8 3.2 Ave/Total (F) 6 233 11.6 4.9 - 14.6 - 4.8 - 0.9 - 22.5 - 10.3 - 1,146 40 1,213 39 1,648 38 - - 10.4 - 3

Japan Equities § Abbey Japan Pn 577 - 4.8 2 2.8 1 6.9 4 15.6 3 13.8 2 16.5 3 1,028 5 1,270 45 CC 1,684 46 2,150 54 11 8 3 Aviva BR Japan EqInTr Pn 171 59.4 4.8 2 0.8 2 10.9 1 18.3 2 12.1 3 16.1 3 1,008 45 1,323 17 - 1,721 29 2,268 43 11.5 8.5 3.1 Aviva Japan Pn Inet 460 1386.8 5 1 1.1 2 9.4 2 21.6 1 11.3 4 16 3 1,011 40 1,344 9 CCCC 1,733 25 2,400 26 11.6 9.1 3.1 Aviva Japanese Pn S12 210 1495.5 4.9 1 0.7 2 8.9 3 21.1 1 10.8 4 15.5 3 1,007 48 1,327 15 CCC 1,700 38 2,171 51 11.2 8.1 3.1 Aviva Your Pension Japan CGU Pn 450 - 5 1 1.7 2 10 2 22.3 1 11.9 3 16.6 3 1,017 29 1,368 7 CCCC 1,786 10 2,550 17 12.3 9.8 3.1 BlackRock Aq Lf Jpn EqId Pn S1 384 2207.2 4.1 3 3.2 1 10.2 2 16 3 14 2 18.1 2 1,032 3 1,319 18 CCCC 1,777 12 - - 12.2 - 3.1 BlackRock AqCo Japanese Eq Pn S2 345 207.7 2.7 4 1.8 1 10.4 2 16.9 2 14.2 2 18.1 2 1,018 24 1,313 20 - 1,771 14 2,413 24 12.1 9.2 3.4 BlackRock Ascnt Lf Jpn Eq Pn S1 463 87.4 4 4 2.1 1 9.6 2 15.5 3 14.1 2 19.2 1 1,021 19 1,292 33 CCC 1,758 18 2,416 23 11.9 9.2 3.2 Canlife iSharesJapEqIdxPn PS4 562 3.8 3.9 4 0.7 2 7.4 4 11.7 4 11.3 4 10.8 4 1,007 47 1,208 76 CC 1,491 80 1,998 63 8.3 7.2 2.9 Canlife Schroder Tokyo Pn PS4 222 0.5 4 3 -2.5 4 7.3 4 16.4 3 12.2 3 18.2 1 975 69 1,218 73 CCC 1,615 72 2,335 36 10.1 8.9 3.1 § Cler Med EIPP Japan Pn 124 - 4.5 2 2.4 1 6.9 4 15.7 3 14.6 2 16.8 2 1,024 9 1,266 47 CC 1,693 40 2,264 44 11.1 8.5 3.1 § Cler Med FRP Japan Pn 139 - 4.4 2 1.9 1 6.3 4 15 4 14 2 16.2 3 1,019 22 1,246 62 CC 1,651 60 2,147 56 10.6 7.9 3.1 Clerical Medical Japanese Pension 217 25.5 4.4 2 1.9 1 6.3 4 15 4 14.1 2 16.1 3 1,019 21 1,246 61 CC 1,651 61 2,150 55 10.5 8 3.1 CM Schroder Tokyo Pension 243 6.7 4 3 -2.3 3 7.6 3 16.6 2 12.5 3 17.8 2 977 67 1,226 67 CCC 1,625 66 2,355 30 10.2 8.9 3 Fidelity Japanese Equity Pn Cl4 266 - 4.2 3 1 2 11.5 1 18.3 2 11.5 3 14.7 4 1,010 42 1,333 13 CC 1,704 35 2,550 16 11.2 9.8 4.2 § Halifax Japanese Pension 126 6.6 4.4 2 2 1 6.4 4 15.2 3 14.2 2 16.2 3 1,020 20 1,250 59 CC 1,658 54 2,165 52 10.6 8 3.1 Japan (ARC) Pn 224 381.2 4.2 3 0.2 3 4.5 4 16.5 3 18.7 1 17.3 2 1,002 50 1,220 71 C 1,700 37 - - 11.2 - 3.6 Japan Equity Tracker (ARC) Pn 229 193 4.5 2 1.9 1 9.4 2 17.1 2 13 2 17.8 2 1,019 23 1,305 25 - 1,737 22 - - 11.7 - 3.2 Japan Equity Tracker Pn 208 193 4.4 2 1 2 8.4 3 16 3 11.9 3 16.7 2 1,010 44 1,270 46 - 1,660 52 - - 10.7 - 3.2 Japan Pn 357 381.2 4.1 3 -0.5 3 3.8 4 15.7 3 17.9 1 16.5 3 995 54 1,195 79 C 1,641 63 1,963 67 10.4 7 3.6 L&G Japan Equity Index G17 Pn SH Inet 182 14.8 4.2 3 1.2 2 8.3 3 15.1 4 12.6 3 16.6 3 1,012 35 1,261 51 - 1,656 56 2,135 57 10.6 7.9 3.1 L&G Japan Equity Index PMC Pn G25 2,903 4.1 5 1 1.6 2 11 1 19.1 1 12.3 3 17.1 2 1,016 30 1,343 10 CCCC 1,767 15 2,418 22 12.1 9.2 3.1 L&G Japan Equity Index Pn G1 145 63.2 4.2 3 1.5 2 8.7 3 15.5 3 12.9 2 17.2 2 1,015 32 1,275 41 CCC 1,687 45 2,213 46 11 8.3 3.1 L&G Japanese Equity Index Pn G25 151 63.2 4.2 3 1.8 2 9 3 15.9 3 13.3 2 17.4 2 1,018 25 1,287 35 CCC 1,712 30 2,282 41 11.3 8.6 3.1 LV= Fidelity Index Japan Pn S2 159 7.1 4.4 2 2.8 1 9.5 2 16.7 2 12.5 3 - - 1,028 4 1,315 19 - - - - - - - 3.1 LV= Schroder Tokyo Pn 202 4.7 4 3 -2.3 3 7.7 3 16.9 2 13.1 2 19 1 977 65 1,231 65 CCC 1,656 57 2,469 20 10.6 9.5 3.1 LV= Schroder Tokyo Pn S2 264 4.5 4.1 3 -1.6 3 8.4 3 17.5 2 13.6 2 18.9 1 984 59 1,254 56 CCC 1,693 41 2,578 14 11.1 9.9 3.1 LV= Vanguard Japan Stock Index Pn 163 3.5 4 3 2.2 1 9.5 2 18.4 2 12 3 16.4 3 1,022 16 1,325 16 - 1,728 27 2,347 34 11.6 8.9 3.1 M&G PP Japan Equity Passive Pn 2,063 32.4 4 3 1.8 2 9.6 2 16.1 3 13.4 2 18.2 1 1,018 26 1,296 32 CCC 1,737 24 2,350 32 11.7 8.9 3.1

Page 11: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

138 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

M&G PP Japan Equity Pn 1,616 - 2.7 4 -2.2 3 4.8 4 24.2 1 12.3 3 19.1 1 978 63 1,272 42 CCC 1,701 36 2,521 18 11.2 9.7 3.2 MetLife Fidelity Inst Jpn Pn RP 258 - 4.3 3 1.1 2 11.6 1 18.3 2 11.3 3 14.8 4 1,011 39 1,333 12 CC 1,705 34 2,518 19 11.3 9.7 4.2 § MetLife Japan Equity Index Pn 200 58.1 4.4 2 1.6 2 8.7 3 16.1 3 12.5 3 17.1 2 1,016 31 1,283 38 CC 1,689 43 2,184 50 11.1 8.1 3.3 OMW AXA Framlington Japan Pn 1,072 5.7 6.4 1 -1.7 3 11.6 1 14 4 30.7 1 11.2 4 983 60 1,251 58 C 1,819 7 2,759 8 12.7 10.7 4.2 OMW Invesco Japan Pn 223 18.4 3.5 4 -4.6 4 5.4 4 17.1 2 11.2 4 14.8 4 954 77 1,178 80 C 1,504 78 1,816 69 8.5 6.1 3.1 OMW IPL BkAq Co JpnEqPn 173 - 4.5 2 2.5 1 9.3 2 16.6 2 14.2 2 17.8 2 1,025 7 1,307 24 CCC 1,757 19 - - 11.9 - 3.1 OMW IPL LGIM Japan Equity Index Pn 232 - 4.3 3 2.2 1 9.6 2 16.3 3 14 2 18.6 1 1,022 15 1,303 27 CCC 1,762 17 - - 12 - 3.1 OMW Legg Mason IF Japan Equity Pn 284 12 10.4 1 0.1 3 30.9 1 7.7 4 59 1 25.3 1 1,001 53 1,412 5 C 2,812 1 7,055 1 23 21.6 6 OMW Prof Fidelity Jap Sm Cos Pn 411 0.8 4.9 1 -4.9 4 11.5 1 18.5 1 22.4 1 17.4 2 951 80 1,256 53 C 1,807 8 2,773 7 12.6 10.7 4.3 OMW Prof Fidelity Japan Pn 259 0.2 5.4 1 6.7 1 9 3 11.8 4 10.8 4 15.8 3 1,067 1 1,300 28 CC 1,668 49 1,969 65 10.8 7 3.9 OMW Prof iShares Jap Eq Idx (UK) Pn 204 3.1 5.2 1 1 2 11.2 1 18.8 1 12.2 3 16.2 3 1,010 43 1,334 11 - 1,740 21 2,348 33 11.7 8.9 3.3 OMW QIJpnseEq(Schdr) Pn 354 15.6 4.6 2 -3.4 4 9.7 2 18.3 2 10.9 4 15.6 3 966 72 1,255 54 CCC 1,609 73 2,366 28 10 9 3.2 § Phoenix Alba LAS Japan Pn 321 - 3.9 4 -0.5 3 6.2 4 14.7 4 14.5 2 16.5 3 995 55 1,212 75 CC 1,617 70 2,066 61 10.1 7.5 3 § Phoenix Framlington Jap&Gnrl Pn S1 576 - 6.4 1 -1.5 3 11.4 1 13.2 4 29.8 1 10.9 4 985 58 1,242 63 C 1,789 9 2,613 13 12.3 10.1 4.2 § Phoenix GT Japan & General S1 Pn 264 - 3.4 4 -5.1 4 4.8 4 16.3 3 9.4 4 14.3 4 949 82 1,157 83 C 1,445 82 1,687 71 7.6 5.4 3.1 § Phoenix GT Japan Growth S3 Pn 473 - 3.4 4 -4.8 4 5 4 16.6 2 9.6 4 14.5 4 952 79 1,165 81 C 1,463 81 1,730 70 7.9 5.6 3.1 § Phoenix SM Japanese Pn 183 - 3.8 4 0.2 3 6.4 4 14.8 4 14.8 2 15.6 3 1,002 52 1,223 70 CC 1,624 68 2,101 58 10.2 7.7 3 Phoenix Wealth AqaCnctJpnsEqIxPn S4 465 12.5 4.4 2 1.8 2 8.5 3 15.7 3 13.3 2 16.9 2 1,018 27 1,277 40 - 1,691 42 2,203 48 11.1 8.2 3.1 Phoenix Wealth BG Japn Pn S4 711 11.6 3.1 4 2.2 1 12.9 1 25.6 1 16.9 1 16.4 3 1,022 18 1,449 4 CCCC 1,972 6 3,278 3 14.5 12.6 3.7 Phoenix Wealth Elite Japan Pn S4 396 21 3.8 4 0.2 3 9.3 2 17.5 2 12.5 3 17.9 2 1,002 51 1,287 34 CCC 1,708 31 - - 11.3 - 3.1 Phoenix Wealth Schroder Tokyo Pn S4 550 10.7 4 3 -2.3 3 7.6 3 16.7 2 12.6 3 17.8 2 977 66 1,226 66 CCC 1,626 65 2,363 29 10.2 9 3 Pru Ex-DSF Japanese Pn 179 - 2.8 4 -1.2 3 4.1 4 26.9 1 11.7 3 21.1 1 988 57 1,304 26 CCCC 1,764 16 2,679 11 12 10.4 3.3 Pru FRIA M&G Japan Pn 262 - 2.9 4 -5 4 3.7 4 28.2 1 9.6 4 19.4 1 950 81 1,263 49 CCC 1,653 59 2,406 25 10.6 9.2 3.9 Pru Japan Equity Passive Pn S3 Inet 242 7.4 3.7 4 1.2 2 9.4 2 15.7 3 13.1 2 17.8 2 1,012 36 1,282 39 CCC 1,708 32 2,276 42 11.3 8.6 3.1 Pru Japan Pn 362 3.9 2.9 4 -4.5 4 4.2 4 29 1 10.1 4 20 1 955 76 1,283 37 CCC 1,696 39 2,558 15 11.1 9.8 3.9 Pru Japanese Pn Ser A 241 9.9 2.7 4 -2.2 3 3 4 25.6 1 10.6 4 19.9 1 978 64 1,265 48 CCC 1,678 47 2,425 21 10.9 9.3 3.3 § ReAssure GLP Japan 5 Star S1 Pn 199 0.5 5 1 2.6 1 11.2 1 15 4 18.3 1 15.1 4 1,026 6 1,312 21 CC 1,785 11 2,725 10 12.3 10.5 3.2 § ReAssure GLP Japan Acc 90 S1 Pn 135 1.7 4.8 2 1.1 2 9.5 2 13.3 4 16.4 1 13.4 4 1,011 41 1,254 55 CC 1,655 58 2,343 35 10.6 8.9 3.2 § ReAssure Jap Equity Select Pn 237 1 5 1 2.2 1 11.4 1 10.7 4 23.4 1 13.8 4 1,022 14 1,261 52 C 1,771 13 2,964 6 12.1 11.5 3.2 § ReAssure Japanese Equity Pn 255 5.8 4.9 1 2.2 1 10.8 1 14.5 4 17.8 1 14.7 4 1,022 13 1,297 29 CC 1,752 20 2,619 12 11.9 10.1 3.2 RLP BlackRockACS JpEqId Pn 170 4.8 4.3 3 1.4 2 8.3 3 18.2 2 11.4 3 15.6 3 1,014 33 1,297 31 CCCC 1,671 48 2,153 53 10.8 8 3.3 RLP Japan Core Plus (Schroder Tokyo) Pn 169 24.2 4 3 -2.6 4 7.4 4 16.5 2 12.6 3 17.8 2 974 71 1,219 72 CCC 1,616 71 2,333 37 10.1 8.8 3 RLP Japan Pn 211 26 4.2 3 1.2 2 8.4 3 15.2 3 12.5 3 16.2 3 1,012 37 1,263 50 CC 1,651 62 2,207 47 10.5 8.2 3.1 RLP Japan Specialist (Invesco Japan) Pn 102 3 2.9 4 -3.5 4 4 4 15.3 3 10.9 4 16.7 3 965 73 1,157 82 C 1,498 79 1,930 68 8.4 6.8 3.2 § Royal London JPM Japan Pn 194 - 5.1 1 -1 3 23.3 1 7.1 4 23.5 1 28.4 1 990 56 1,308 23 C 2,074 2 2,759 9 15.7 10.7 4.8 Scottish Widows Jpnese Pn 119 49.8 4.4 2 1.7 2 6.8 4 15.2 3 13.5 2 16.7 2 1,017 28 1,251 57 CC 1,657 55 2,070 59 10.6 7.5 3.1 SIP BlackRock Japan Equity Tracker Pn S8 219 - 5.3 1 0.8 2 11.2 1 18.5 1 12.1 3 15.8 3 1,008 46 1,328 14 - 1,725 28 - - 11.5 - 3.3 SIP Fidelity Japan Managed Pn S6 289 1.3 5.1 1 -1.8 3 9.4 2 14.1 4 15.2 2 15.4 3 982 61 1,225 68 CC 1,629 64 2,027 62 10.2 7.3 4.1 SIP Invesco Perpetual Japan Pn S8 236 0.2 3.5 4 -3.8 4 6.4 4 17.9 2 11.2 4 16 3 962 74 1,208 77 C 1,558 76 1,982 64 9.3 7.1 3.1 SIP Japan Pn S6 164 37.9 5.2 1 -4 4 7.5 4 16.4 3 11.7 3 13.8 4 960 75 1,200 78 C 1,526 77 1,967 66 8.8 7 3.6 SLFC (Laurentian) Japan Pn 159 - 4.3 3 2.2 1 14.6 1 28.8 1 15.8 1 16.2 3 1,022 17 1,509 2 CCCCC 2,031 4 3,223 5 15.2 12.4 4 SLFC Japan Pn 370 101.8 4.3 3 2.3 1 14.8 1 29 1 15.9 1 16.3 3 1,023 10 1,515 1 CCCCC 2,042 3 3,261 4 15.3 12.5 4 Stan Life iShares Jap Eq Idx Pn S4 191 43.5 4.4 3 1.1 2 8.4 3 16 3 11.8 3 16.8 2 1,011 38 1,271 43 - 1,660 53 - - 10.7 - 3.2 Stan Life Japanese Equity Tracker Pn S5 302 - 4 3 2.4 1 9.3 2 14.9 4 13.6 2 16.8 2 1,024 8 1,286 36 - 1,707 33 2,308 39 11.3 8.7 3 Stan Life Japanese Pn S1 170 1980.7 5.2 1 -2.1 3 13.2 1 11.9 4 16.5 1 15.2 4 979 62 1,240 64 C 1,663 50 2,379 27 10.7 9.1 3.6 Stan Life Vangd Jpn Stk Idx Pn S4 201 - 4 3 1.3 2 8.2 3 13.7 4 12.3 3 15.9 3 1,013 34 1,247 60 - 1,624 67 - - 10.2 - 3 SW BaillGiff JpnEqPn 318 33.1 3.1 4 2.3 1 13.2 1 25.9 1 17 1 16.5 3 1,023 12 1,456 3 CCCC 1,985 5 3,326 2 14.7 12.8 3.8 SW Schroder Tokyo Pension Series 2 257 29.9 4 3 -2.4 3 7.5 4 16.6 2 12.5 3 17.8 2 976 68 1,224 69 CCC 1,621 69 2,354 31 10.1 8.9 3 SW SSGA Jpn Eq Idx Pn 209 28.7 4.8 2 0.6 3 10.4 2 17.8 2 11.7 3 15.7 3 1,006 49 1,308 22 - 1,689 44 2,222 45 11.1 8.3 3.1 Wesleyan Japanese Shares Pn S2 217 1.3 1.6 4 -5.2 4 7.7 3 35.7 1 0.8 4 19.1 1 948 83 1,385 6 CCCCC 1,662 51 - - 10.7 - 3.8 Zurich AqJapnsEqIdPn 1,166 19.4 4.5 2 2.3 1 9.1 3 16.3 3 13.9 2 17.5 2 1,023 11 1,297 30 - 1,737 23 2,286 40 11.7 8.6 3.1 Zurich GLG Japan CoreAlpha Pn Inet 237 1.4 0.5 4 -4.7 4 4.9 4 27 1 2.8 4 20.5 1 953 78 1,270 44 CCCC 1,574 75 2,069 60 9.5 7.5 3.6 Zurich Schroder Tokyo Pn Inet 267 2.9 4 4 -2.6 4 7.3 4 16.3 3 12.1 3 17 2 974 70 1,215 74 CCC 1,594 74 2,309 38 9.8 8.7 3.1 Zurich Threadneedle Japan Pn 1 EP 172 15.3 5.7 1 5.1 1 9.2 3 17.3 2 11.1 4 15.7 3 1,051 2 1,347 8 CCC 1,731 26 2,198 49 11.6 8.2 3.6 Ave/Total (F) 6 357 113.7 4.3 - 0.1 - 9 - 17.6 - 14.1 - 16.8 - 1,001 83 1,282 83 1,711 82 2,420 71 11.3 9 3.4 Nikkei 225 Average PR GBP - 4.3 5.4 12.3 12.3 14.4 18.3 1,054 1,329 1,799 2,467 0.1 0.1 3.5 TOPIX 150 TR GBP - 4.1 1 9.7 16.8 15.7 17.7 1,010 1,294 1,762 2,414 12 9.2 3.1

Mixed Investments 0%-35% Shares 70/30 Def Mgd Clc ARC Pn 175 79 2 1 6.7 1 3.7 1 5.7 1 11.5 1 8.8 1 1,067 6 1,170 5 CCC 1,419 2 - - 7.2 - 1.4 70/30 Defensive Managed Collection Pn 249 79 2 2 5.9 2 3 1 4.9 2 10.7 1 8 1 1,059 15 1,144 9 CCC 1,367 6 2,049 2 6.5 7.4 1.4 80/20 Defensive Mgd Collection (ARC) Pn 167 69.1 1.9 2 6.9 1 2.7 1 4.1 3 11.9 1 8.5 1 1,069 4 1,143 10 CCC 1,387 4 - - 6.8 - 1.4 80/20 Defensive Mgd Collection Pn 236 69.1 1.8 2 6.1 1 2 2 3.3 3 11.2 1 7.7 2 1,061 14 1,119 24 CCC 1,340 8 1,952 9 6 6.9 1.4 Av Reserve AP Inet 278 149.9 1.8 2 5 2 1.3 3 5 2 10.6 1 6.9 2 1,050 26 1,116 25 CCCC 1,320 13 1,714 29 5.7 5.5 1.2 Aviva Mxd Inv(0-35% Sh)NU Pn 413 3003.2 1.4 3 4.3 3 1.6 2 5.3 2 7.5 3 7.3 2 1,043 36 1,115 28 CCC 1,286 22 1,780 27 5.2 5.9 1.2 Aviva Mxd Inv(0-35% Sh)Pn 369 3003.2 1.5 3 4.6 2 1.9 2 5.6 1 7.8 2 7.6 2 1,046 31 1,125 20 CCC 1,304 17 1,830 19 5.4 6.2 1.2 § Aviva Mxd Inv(0-35% Sh)Pn 2 468 3003.2 1.4 3 4.1 3 1.4 2 5.2 2 7.3 3 7.1 2 1,041 39 1,111 29 CC 1,277 25 1,855 17 5 6.4 1.2 B&CE ThePplPnPre-Retm0.5%Pn 783 1017.4 1.5 3 5.8 2 1.9 2 4.8 2 19.6 1 9.5 1 1,058 17 1,130 16 CCCC 1,479 1 - - 8.1 - 1.3 Canlife Managed (0% - 35% Shares) Pn PS4 230 24.5 1 4 1.6 4 2.7 1 4.5 2 5.5 3 9 1 1,016 60 1,090 46 CC 1,254 34 1,795 24 4.6 6 1 Canlife Managed (0%-35% Shares) Pn 103 6.9 1.1 4 2.6 3 - - - - - - - - 1,026 55 - - - - - - - - - - Canlife Portfolio 3 Pn PS4 137 3.9 1.9 2 3.9 3 2.3 1 4.2 3 8.5 2 7.4 2 1,039 43 1,108 34 CC 1,290 20 - - 5.2 - 1 Canlife Portfolio 3 TRA Pn 106 2.2 1.9 2 5.2 2 - - - - - - - - 1,052 22 - - CCC - - - - - - - § Cler Med Managed Defensive Pn 519 - 0.8 4 4 3 1 3 1.5 4 5.7 3 5.1 3 1,040 41 1,066 52 C 1,184 49 1,421 34 3.4 3.6 1 Clerical Medical Defensive Pension 199 10.1 1.4 3 4.3 3 4.8 1 6.5 1 6.3 3 6.9 2 1,043 35 1,165 6 CCCCC 1,324 12 1,930 11 5.8 6.8 1.2 Clerical Medical Non-Equity Pension 227 86.1 0.7 4 3.3 3 2 2 4.4 2 4 4 7.4 2 1,033 53 1,099 39 CC 1,228 40 1,700 30 4.2 5.4 0.7 CM Fidelity Defensive Managed Pension 220 6 1.7 2 4.4 3 1.2 3 5 2 6.6 3 8.3 1 1,044 34 1,110 30 CC 1,281 23 1,964 4 5.1 7 1.4 § Countrywide SP Cautious Managed Pn 138 12.4 1.1 4 5.7 2 1.3 3 -1.7 4 4.1 4 9.7 1 1,057 19 1,053 55 CC 1,201 43 1,320 36 3.7 2.8 1.4 § HLL Income Portfolio Pn 51 1,925 5.7 1.8 2 5 2 2.7 1 4.7 2 8.7 2 6.1 2 1,050 25 1,129 17 CCC 1,302 19 - - 5.4 - 1 L&G Jupiter Distribution Pn G25 180 1.9 1.4 3 4.1 3 -2.4 4 5.3 2 5.3 3 7.7 1 1,041 40 1,070 50 CC 1,213 42 1,858 16 3.9 6.4 1.1 L&G Jupiter Merlin Cons Pfl Pn G25 120 0.4 1.9 2 6.3 1 2.4 1 5.6 1 6.8 3 - - 1,063 9 1,149 7 CCCCC - - - - - - 1.1 LV= 7IM AAP Moderately Cautious Pn S2 124 11.7 1.6 3 3.3 3 1.2 3 3.2 3 3.7 4 5.6 3 1,033 51 1,079 49 C 1,183 51 - - 3.4 - 1 LV= 7IM Cautious Pn S2 135 11.7 1.5 3 4.2 3 2 2 3.3 3 2.8 4 2.9 4 1,042 38 1,098 40 CCC 1,161 53 - - 3 - 0.9 LV= BlackRock Consensus 35 Pn S2 136 37 1.6 3 6.9 1 1.6 2 5 2 16.1 1 5.5 3 1,069 5 1,139 11 CCCC 1,395 3 - - 6.9 - 1.3 LV= Vgrd LfStrgy 20% Equity Pn S2 139 112.5 1.8 2 7.7 1 2.6 1 2.1 4 10.2 2 7 2 1,077 3 1,129 18 CCC 1,330 11 - - 5.9 - 1 MetLife Def Idx Secure Cap Pfl Pn 188 0.2 2 1 4.7 2 3 1 4.6 2 10.8 1 6.6 2 1,047 30 1,128 19 CCC 1,333 10 1,878 14 5.9 6.5 1.4 MetLife Def Mgd Secure Retmt Pfl Pn 175 0.3 2.1 1 3.7 3 3.3 1 5.8 1 8 2 6.7 2 1,037 44 1,133 15 CCC 1,305 16 1,955 6 5.5 6.9 1.3 MetLife Defensive Index Portfolio Pn 198 191.8 2.1 1 5.2 2 3.6 1 5 2 11.2 1 7.1 2 1,052 24 1,144 8 CCC 1,363 7 1,967 3 6.4 7 1.4 MetLife Defensive Mgd Pfl Pn RP 211 5.1 2.2 1 4.9 2 4.5 1 6.8 1 8.9 2 7.8 1 1,049 28 1,171 4 CCC 1,374 5 2,179 1 6.6 8.1 1.3 OMW Fidelity Multi Asset Income Pn 177 2.5 2 1 6.2 1 0.1 4 5.4 2 7.8 2 4.4 4 1,062 12 1,121 21 CCCC 1,261 30 1,931 10 4.8 6.8 1.2 OMW HSBC Gbl Strategy Caut Pfl Pn 127 5.8 1.4 3 6.2 1 1.6 2 2.7 3 10.1 2 2.8 4 1,062 11 1,108 33 CCC 1,254 33 - - 4.6 - 1.1 OMW Jupiter Distribution Pn 219 2.7 1.4 3 3.6 3 -2.6 4 4.2 3 4.9 3 7.3 2 1,036 45 1,051 57 CC 1,183 50 1,780 28 3.4 5.9 1.1 OMW QI CiriliumCons Pfl Pn 128 2.9 0.9 4 0.9 4 0.3 4 8.3 1 8.1 2 4.8 3 1,009 63 1,096 41 CCCCC 1,242 37 - - 4.4 - 0.9 § Phoenix SCP(K)Mg(0-35%sh)Pn Ret 628 - 1.6 3 4.3 3 1.6 2 4.8 2 7 3 6.3 2 1,043 37 1,110 31 CCC 1,262 29 1,958 5 4.8 6.9 1.3 § Phoenix SM Managed (0-35% shares) Pn 1,061 - 1.6 2 4.4 2 1.3 3 4.5 2 7.6 2 6 3 1,044 33 1,105 37 CCC 1,261 31 1,953 8 4.7 6.9 1.4 Phoenix SM SHP Managed (0-35% shares) Pn 1,057 - 1.6 2 4.5 2 1.3 3 4.5 2 7.5 3 6.7 2 1,045 32 1,106 36 CCC 1,268 27 1,955 7 4.9 6.9 1.4

Page 12: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 139

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Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Phoenix Wealth ArcMAActMdIcPn S4 347 7.8 2.6 1 5 2 0 4 5.7 1 8.5 2 5.1 3 1,050 27 1,109 32 CC 1,263 28 - - 4.8 - 1.2 Phoenix Wealth EliteDefeMgdPn S4 386 46.5 1.6 3 4.9 2 1.2 3 3.1 3 8.1 2 6 3 1,049 29 1,094 43 CC 1,253 35 1,824 21 4.6 6.2 1.2 Phoenix Wealth ElitExtDefMgdPn S4 360 9.4 1.4 3 5.4 2 0.9 3 3.3 3 10.3 1 6.1 2 1,054 20 1,100 38 CC 1,287 21 1,794 25 5.2 6 1.3 Phoenix Wealth JupiterDistrPn S4 373 7.5 1.1 4 3.4 3 -2.7 4 4.9 2 4.7 3 7.8 1 1,034 50 1,055 54 CC 1,191 47 1,786 26 3.6 6 1.1 Pru Dynamic Growth l Pn S3 132 1.1 1.6 2 7.9 1 2.7 1 8.3 1 10.7 1 - - 1,079 2 1,200 1 CCCCC - - - - - - 1.3 Pru FRIA Risk Managed Passive 1 Pn 181 - 3 1 6.4 1 2.2 1 8.3 1 9.6 2 1.9 4 1,064 7 1,178 3 CCCCC 1,315 15 1,852 18 5.6 6.4 1.1 Pru HC Verbatim Portfolio 3 Pn Ser A 136 0.4 1.6 2 3.4 3 1.8 2 6.3 1 5.7 3 4.8 3 1,034 46 1,119 23 CCCC 1,240 38 - - 4.4 - 1.1 Pru Risk Managed Active 1 Pn Ser A 150 7 1.9 2 4 3 1.4 2 6.2 1 5.4 3 3.8 4 1,040 42 1,119 22 CCCC 1,225 41 - - 4.2 - 1.1 Pru Risk Managed Passive 1 Pn Ser A 213 32.5 2.9 1 6.3 1 2.2 1 8.4 1 9.6 2 2 4 1,063 8 1,179 2 CCCCC 1,317 14 1,862 15 5.7 6.4 1.1 § ReAssure AL CF Mt Strat Pfl Pn 181 - 2.4 1 2.6 4 0.5 4 3.6 3 5.5 3 4.5 4 1,026 56 1,067 51 C 1,177 52 1,318 37 3.3 2.8 1.1 § ReAssure AL JPM CauTot Rtn Pn IP 110 - 0.9 4 -2.7 4 1 3 -2.3 4 3.3 4 8.8 1 973 68 960 64 CC 1,079 62 1,133 41 1.5 1.3 1.3 § ReAssure AL Managed Income Pn 208 0.9 1.7 2 3.1 3 2.1 2 7.6 1 5 3 5.4 3 1,031 54 1,133 14 CCCC 1,255 32 1,880 13 4.6 6.5 1.2 RLP 7IM AAP Moderately Cautious Pn 118 5.4 1.5 3 1.7 4 0.3 4 2.2 4 2.7 4 4.6 4 1,017 59 1,042 59 C 1,120 57 - - 2.3 - 1 RLP Cirilium Conservative Pn 127 3.4 1 4 0.8 4 0.2 4 8 1 7.6 2 4.8 3 1,008 64 1,091 45 CCCCC 1,231 39 - - 4.2 - 0.9 RLP Rathbone Total Return Pn 125 3.9 1.5 3 5.2 2 0.6 3 3.1 3 4.5 4 4.9 3 1,052 23 1,092 44 CC 1,197 44 - - 3.7 - 0.9 RLP Sustainable Managed Growth Trust Pn 103 3.9 1.8 2 8.2 1 - - - - - - - - 1,082 1 - - CCCCC - - - - - - - Scot Wid Defensive Mgd Pn 189 59.4 1.3 3 3.4 3 2.8 1 5 2 6.4 3 7.7 2 1,034 49 1,116 26 CC 1,279 24 1,909 12 5 6.7 1.3 SIP JPMorgan Cautious Total Return Pn S8 129 0.2 0.9 4 -1.8 4 2.2 2 -1.2 4 4.5 4 10.1 1 982 65 992 61 CC 1,141 56 1,271 38 2.7 2.4 1.3 SL BlackRock Consensus 35 Pn S4 136 10.9 1.5 3 5.8 2 0.6 3 4 3 15.3 1 4.8 3 1,058 18 1,107 35 CCCC 1,338 9 - - 6 - 1.4 Stan Life Investec Div Inc Pn S3 149 - 0.2 4 2.3 4 2 2 5 2 1.9 4 2.7 4 1,023 58 1,095 42 CC 1,145 55 1,419 35 2.7 3.6 0.7 Stan Life JPM Gbl Mac Bal Pn S3 125 - 0.6 4 -2.5 4 1.2 3 -1.8 4 3.6 4 9.5 1 975 66 969 62 CC 1,100 60 1,188 39 1.9 1.7 1.2 Stan Life Jupiter Distribution Pn S3 203 - 1.1 4 3.4 3 -2.8 4 5 2 4.8 3 7.9 1 1,034 47 1,056 53 CC 1,193 46 1,817 22 3.6 6.2 1 SW JPM Gbl Mc Bal Pn 132 13.1 0.6 4 -2.6 4 1.2 3 -1.8 4 3.6 4 9.5 1 974 67 968 63 CC 1,097 61 1,175 40 1.9 1.6 1.2 SW Jupiter Distribution Pension Series 2 209 29.7 1.1 4 3.3 3 -2.9 4 4.9 2 4.8 3 7.9 1 1,033 52 1,052 56 CC 1,189 48 1,811 23 3.5 6.1 1 SW TM Levitas B Pension Series 2 119 39.6 2.1 1 3.4 3 0.4 4 4.6 2 3.3 4 3.1 4 1,034 48 1,086 47 C 1,157 54 - - 3 - 1 Vitality Investec Multi-Asset Income Pn 207 2.6 0.3 4 2.5 4 2.7 1 2.7 3 6 3 4.3 4 1,025 57 1,081 48 CC 1,195 45 - - 3.6 - 0.6 VitalityInvest Risk Optimiser 3 Pn 165 2 2 1 5.8 2 - - - - - - - - 1,058 16 - - - - - - - - - - Wesleyan Low Risk Reward Pn S2 158 15.3 1.6 2 5.3 2 3.3 1 4.4 2 9.1 2 5.2 3 1,053 21 1,135 13 CCC 1,302 18 - - 5.4 - 1.5 Zurich 7IM Moderately Cautious Pn Inet 178 2.6 1.3 3 0.9 4 -0.1 4 4.1 3 1 4 5.5 3 1,009 62 1,050 58 C 1,119 58 1,512 32 2.3 4.2 1.1 Zurich 7IMAAPModCuPn 141 4.5 1.4 3 1.6 4 0.1 4 2.2 4 2.7 4 4.5 4 1,016 61 1,039 60 C 1,116 59 1,452 33 2.2 3.8 1 § Zurich Managed Bond Focused Pn Inet 252 15 2.1 1 6.1 1 1.5 2 5.7 1 7.6 2 3.7 4 1,061 13 1,139 12 CCCC 1,271 26 1,825 20 4.9 6.2 1.1 Zurich Managed Bond Pn Inet 202 9.3 2 1 6.3 1 0.8 3 4.1 3 9.4 2 1.8 4 1,063 10 1,115 27 CCCC 1,242 36 1,632 31 4.4 5 1.2 Ave/Total (F) 6 263 166.9 1.6 - 4.1 - 1.4 - 4.3 - 7.3 - 6.2 - 1,041 68 1,101 64 1,253 62 1,736 41 4.6 5.6 1.2

Mixed Investments 20%-60% Shares Av Retirement Distribution AP Inet 307 1476.7 1.9 3 4.9 2 2.2 3 9.3 1 4.4 3 6.5 2 1,049 31 1,173 31 CCC 1,303 41 2,044 29 5.4 7.4 1.8 Aviva Mxd Inv(20-60% Sh)(CU)Pn 795 1715.5 1.9 3 3.6 3 2.9 3 8.3 2 6.2 2 7.4 1 1,036 56 1,154 45 CC 1,315 38 1,896 45 5.6 6.6 1.6 Aviva Mxd Inv(20-60% Sh)Pn 184 1715.5 1.9 3 4 2 3.3 2 8.7 2 6.6 2 7.8 1 1,040 51 1,168 36 CC 1,342 29 2,061 23 6.1 7.5 1.6 Aviva Mxd Inv(20-60% Sh)S9 Pn 397 1715.5 1.9 3 4 2 3.3 2 8.7 2 6.6 2 7.8 1 1,040 50 1,168 37 CCC 1,342 28 1,972 38 6.1 7 1.6 B&CE EsyBldGbl Iv upto 60Sh0.6%Pn 863 - 2.7 1 6.5 1 5.4 1 9.2 1 12.8 1 8.2 1 1,065 9 1,226 9 CCCC 1,496 2 - - 8.4 - 1.8 B&CE ThePplPnGl Iv upto 60sh0.5%Pn 920 16.3 2.9 1 7.5 1 5.6 1 9 1 15.5 1 10.1 1 1,075 5 1,237 4 CCCC 1,573 1 - - 9.5 - 1.9 Canlife FIA Cautious Passive Pn 177 122.1 2.1 3 5.7 1 3.7 1 5.4 4 10 1 5.8 2 1,057 18 1,155 43 CCC 1,343 27 - - 6.1 - 1.4 Canlife Index Managed (0%-35% Shares) Pn 126 10.8 1.9 3 5.3 2 3.6 2 5.1 4 - - - - 1,053 27 1,147 51 CC - - - - - - 1.3 Canlife Managed (20%-60% Shares) Pn PS4 185 21.4 1.8 3 2 3 4.2 1 6.7 3 8.3 1 9 1 1,020 73 1,135 58 C 1,340 31 2,124 15 6 7.8 1.4 Canlife Portfolio 4 Pn PS4 175 8.7 2.1 3 3.7 3 3.8 1 6.6 3 6.9 2 8.8 1 1,037 54 1,148 50 CC 1,335 33 1,973 37 5.9 7 1.3 Cautious Life Style (ARC) Pn 139 497.6 1.4 4 4 2 3.4 2 7.5 3 6.7 2 7.3 1 1,040 47 1,156 40 CC 1,323 35 - - 5.8 - 1.6 Cautious Life Style Pn 235 497.6 1.4 4 3.1 3 2.6 3 6.6 3 5.8 3 6.5 2 1,031 66 1,129 60 CC 1,271 48 1,974 35 4.9 7 1.6 Clerical Medical Bal of Fds Pn 208 36.7 2.2 2 4.9 2 2.3 3 6.3 4 3.7 3 3 4 1,049 32 1,140 54 CC 1,218 60 1,677 56 4 5.3 1.6 Clerical Medical Cautious Pension 380 267 1.5 4 1.9 3 5.1 1 7.4 3 4 3 4.9 2 1,019 75 1,150 49 CC 1,255 54 1,933 43 4.6 6.8 1.4 CM Invesco Perpetual Dist Pn 256 24.5 1.3 4 3.4 3 0.2 4 8.1 2 1.5 4 3.8 3 1,034 60 1,119 69 CC 1,179 66 2,105 18 3.3 7.7 1.4 Distribution (ARC) Pn 170 762.9 1.4 4 4 2 3.4 2 7.5 3 6.7 2 7.3 1 1,040 48 1,156 41 CC 1,323 36 - - 5.8 - 1.6 Distribution Pn 310 762.9 1.4 4 3.1 3 2.6 3 6.6 3 5.8 3 6.5 2 1,031 65 1,129 59 CC 1,271 47 1,974 36 4.9 7 1.6 § Foresters Pn (Schroders) Bal Pn 800 - 1.8 3 2.3 3 3.6 2 4.9 4 6.8 2 5 2 1,023 70 1,111 72 C 1,246 56 1,875 47 4.5 6.5 1.4 § HLL Cautious Managed Portfolio Pn 51 2,157 71.5 2.1 3 4.4 2 6 1 9.1 1 9.3 1 8.8 1 1,044 40 1,206 14 CCCC 1,434 7 - - 7.5 - 1.5 § HLL Cautious Pn 51 2,094 13.9 2.6 1 5.7 1 5.1 1 9.5 1 10.6 1 6.5 2 1,057 19 1,217 12 CCCC 1,433 8 - - 7.5 - 1.7 § HLL Defensive Pn 51 2,028 3.3 2.1 3 5.6 1 3.2 2 5.9 4 9.6 1 6.7 2 1,056 21 1,154 44 CC 1,350 25 - - 6.2 - 1.3 § HLL Rising Income Portfolio Pn 51 2,055 28.7 2 3 4.6 2 4.8 1 7.7 2 8.9 1 7.7 1 1,046 38 1,181 26 CCC 1,386 15 - - 6.7 - 1.3 L&G Distribution G17 Pn SH Inet 275 543.5 2.4 2 3.8 3 3.8 1 10.6 1 5.7 3 6.3 2 1,038 52 1,192 23 CCCCC 1,340 32 2,051 27 6 7.4 1.5 L&G Distribution Pn G1 486 735.8 2.4 2 4.2 2 4.2 1 11 1 6.1 2 6.7 2 1,042 43 1,206 16 CCCC 1,365 23 2,134 14 6.4 7.9 1.5 L&G Invesco Perp Dist Pn G25 234 7.4 2.2 2 4.8 2 0.3 4 8.5 2 2.3 4 3.8 3 1,048 33 1,141 53 CC 1,212 62 2,174 9 3.9 8.1 1.4 L&G Investec Cautious Managed Pn G25 177 6.5 2.8 1 -2 4 2.1 3 8.7 2 7.5 2 0.5 4 980 85 1,087 79 C 1,174 69 1,737 55 3.3 5.7 1.7 LF Cautious Managed Personal Pn 330 32.5 2.3 2 0.4 4 2.8 3 7 3 1.9 4 3.7 3 1,004 80 1,105 74 C 1,167 70 1,815 51 3.1 6.1 1.7 LV= 7IM Moderately Cautious Pn 158 37.4 1.4 4 1.7 4 0.8 4 4.5 4 1.6 4 5.8 2 1,017 76 1,071 80 C 1,151 71 1,756 54 2.9 5.8 1.2 LV= 7IM Moderately Cautious Pn S2 188 37.3 1.4 4 2.2 3 1.3 4 5 4 2.1 4 6.1 2 1,022 72 1,087 78 C 1,178 68 1,824 50 3.3 6.2 1.2 LV= QltrInvCiriliumBalPflPn S2 165 51.3 2.2 2 2.5 3 2.9 3 14.2 1 7.7 2 6.7 2 1,025 69 1,205 17 CCCC 1,385 17 - - 6.7 - 1.6 LV= Vgrd LfStrgy 40% Equity Pn S2 159 275 2.3 2 7.8 1 4.5 1 5.9 4 11.4 1 7.8 1 1,078 3 1,193 22 CCC 1,432 9 - - 7.5 - 1.3 MetLife Cautious Index Portfolio RP 2 Pn 246 206.8 2.5 2 5.3 2 5.8 1 8.5 2 10.4 1 7.8 1 1,053 28 1,209 13 CCCC 1,439 6 2,272 5 7.6 8.6 1.7 MetLife Cautious Mgd Pfl RP 2 Pn 274 9.6 2.9 1 5.9 1 6.2 1 9.2 1 9.4 1 9 1 1,059 17 1,228 7 CCCC 1,463 3 2,431 1 7.9 9.3 1.7 MetLife Conservative Index Portfolio Pn 210 304.9 2.5 1 5.7 1 4.9 1 7.7 2 11.2 1 7.5 1 1,057 20 1,193 21 CCC 1,426 10 2,169 10 7.4 8 1.6 MetLife Conservative Mgd Pfl Pn RP 223 8.4 2.7 1 5.6 2 6.1 1 8.8 2 9 1 8.8 1 1,056 23 1,218 11 CCC 1,444 5 2,380 2 7.6 9.1 1.6 NFU Mutual FRA MixPfl20-60%SHSPn S4 137 167.2 2 3 3.8 3 - - - - - - - - 1,038 53 - - - - - - - - - - NFUM PPA Mixed Pfl 20-60% Sh Pn 196 167.2 2 3 3.2 3 - - - - - - - - 1,032 62 - - - - - - - - - - NFUM TIP Mixed Pfl 20-60% Shares Pn 196 167.2 2 3 3.2 3 - - - - - - - - 1,032 62 - - - - - - - - - - § NPI Distribution Pn S1/2 408 - 2.4 2 4.2 2 3.2 2 4.3 4 6.5 2 3.9 3 1,042 44 1,121 65 CC 1,240 57 1,802 52 4.4 6.1 1.5 OMW Invesco Distribution Pn 265 11.4 2.2 2 4 2 -0.2 4 7.8 2 2.1 4 3.4 3 1,040 46 1,119 68 CC 1,181 65 2,122 16 3.4 7.8 1.4 OMW Investec Cautious Mgd Pn 223 10.8 2.7 1 -3 4 1.2 4 7.9 2 6.9 2 -0.5 4 970 87 1,059 82 C 1,127 74 1,617 58 2.4 4.9 1.8 OMW Prof QIDvrsfdPrtfPn 132 21.7 2.6 1 3.6 3 1.3 4 9.8 1 0.4 4 -2.7 4 1,036 55 1,152 46 C 1,124 75 - - 2.4 - 1.8 OMW QICirilmBalPfl Pn 185 15.5 2 3 1.5 4 1.8 3 13.5 1 6.7 2 5.5 2 1,015 77 1,173 32 CCCC 1,320 37 2,055 24 5.7 7.5 1.6 OMW QIDvrsfdPrtf Pn 118 264.1 2.6 1 2.8 3 0.6 4 8.7 2 -0.4 4 -3.4 4 1,028 68 1,124 61 C 1,082 76 - - 1.6 - 1.8 § Phoenix Alba Managed Ret Pn 389 - 2.3 2 4.7 2 3.6 2 6.8 3 5.5 3 5.7 2 1,047 34 1,159 39 CCC 1,292 44 1,977 34 5.3 7.1 1.5 § Phoenix Balanced Growth Post 1/97 Pn 382 - 2.4 2 5.6 1 4.3 1 6.7 3 6.1 2 7 1 1,056 22 1,175 29 CCC 1,334 34 2,020 32 5.9 7.3 1.5 § Phoenix Cent Mg(20-60%sh)Pn 429 - 2.4 2 4.3 2 -0.7 4 6.8 3 10.8 1 7.3 1 1,043 42 1,105 73 CC 1,314 39 1,900 44 5.6 6.6 1.6 Phoenix Wealth ArcMAActIntIcPn S4 417 29.6 3.4 1 5.5 2 3.1 2 8.9 1 9.3 1 6.1 2 1,055 24 1,185 25 CC 1,374 21 - - 6.6 - 1.8 § Phoenix Wealth AXAIMDst(Clsd)Pn S4 248 43.7 1.5 4 3.2 3 4.3 1 9 1 3.4 3 - - 1,032 64 1,173 30 CCC - - - - - - 1.8 Phoenix Wealth EliteCautiMgdPn S4 420 183.1 2 3 4.6 2 2.3 3 6.5 3 7.1 2 6.1 2 1,046 37 1,140 55 CC 1,295 43 1,992 33 5.3 7.1 1.4 Phoenix Wealth InvesDistriPn S4 463 17.4 1.4 4 3.5 3 0.3 4 8 2 1.5 4 3.9 3 1,035 57 1,121 63 CC 1,182 64 2,097 20 3.4 7.7 1.3 Pru Dynamic Growth ll Pn S3 136 338.9 1.6 4 7.5 1 3.4 2 11 1 11.3 1 - - 1,075 4 1,234 5 CCCCC - - - - - - 1.5 Pru Dynamic Growth lll Pn S3 138 2.9 1.6 4 7.3 1 4.1 1 12.1 1 10.9 1 - - 1,073 6 1,251 3 CCCCC - - - - - - 1.7 Pru FRIA Risk Managed Passive 3 Pn 210 - 3.3 1 6.5 1 3.7 1 11 1 7.6 2 4.3 3 1,065 8 1,227 8 CCCCC 1,377 20 2,081 22 6.6 7.6 1.6 Pru Managed Distribution Pn Ser A 218 23.5 1 4 0.1 4 3.1 2 8 2 4.2 3 9.2 1 1,001 82 1,115 71 C 1,268 52 2,105 19 4.9 7.7 1.8 Pru Risk Managed Active 3 Pn Ser A 169 20.4 2.6 1 3.1 3 3.3 2 10.3 1 4.7 3 4.7 2 1,031 67 1,175 27 CCC 1,289 45 - - 5.2 - 1.5 Pru Risk Managed Passive 3 Pn Ser A 178 23.4 3.3 1 6.5 1 3.5 2 10.8 1 7.5 2 4.1 3 1,065 10 1,221 10 CCCCC 1,365 24 2,051 26 6.4 7.4 1.6 § ReAssure AEtna Bear Pn 117 - 2.3 2 4.6 2 3.5 2 5.1 4 7.8 2 3.7 3 1,046 39 1,137 57 CC 1,271 49 1,855 48 4.9 6.4 1.6 § ReAssure GLP Sfty Net SM Acc 90 S1Pn 267 10.9 2.3 2 4.1 2 3 2 4.5 4 7.3 2 3.2 4 1,041 45 1,120 67 C 1,240 58 1,764 53 4.4 5.8 1.6 ReAssure HL Pensions Defensive Pn 1 534 21.5 2.1 3 3.3 3 3.7 1 4.7 4 6.3 2 5.1 2 1,033 61 1,121 66 C 1,252 55 1,831 49 4.6 6.2 1.6

Page 13: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

140 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

ReAssure HL World Seltn Caut Pn 1 155 13.7 1.8 3 6.1 1 0.4 4 2.3 4 7.6 2 - - 1,061 14 1,090 76 C - - - - - - 1 RLP Cirilium Balanced Pn 148 15.4 2.1 3 1.4 4 1.7 3 13.2 1 6.2 2 5.3 2 1,014 78 1,169 35 CCCC 1,307 40 - - 5.5 - 1.6 RLP Defensive Managed Pn 367 549.8 2.1 3 4.3 2 4.1 1 7 3 5.3 3 6 2 1,043 41 1,162 38 CC 1,297 42 1,946 42 5.3 6.9 1.2 RLP Invesco Distribution Pn 163 20.1 1.4 4 3.4 3 0.3 4 8.1 2 1.6 4 3.8 3 1,034 58 1,121 64 CC 1,183 63 - - 3.4 - 1.4 RLP Sustainable Diversified Trust Pn 140 27.3 2.9 1 11 1 7.2 1 9.9 1 - - - - 1,110 1 1,309 1 CCCCC - - - - - - 2 § Royal London OpenPrtf20%-60%ShPn 177 - 2.5 2 4.7 2 2.9 2 8.5 2 3.9 3 4.5 3 1,047 35 1,169 34 CCC 1,269 51 1,884 46 4.9 6.5 1.6 § Royal London Sel Prtf20%-60% Sh Pn 200 - 3.1 1 5.2 2 4.5 1 8.3 2 8.5 1 7.8 1 1,052 30 1,190 24 CCC 1,392 14 2,140 13 6.8 7.9 1.8 Scot Wid Caut Mgd Pn 193 213.8 1.2 4 2 3 3.7 1 8.1 2 4.1 3 7.2 1 1,020 74 1,143 52 CC 1,276 46 2,028 31 5 7.3 1.3 SIP Cautious Pn S8 2,239 - 2.9 1 5.3 2 4 1 10.2 1 8.6 1 7.1 1 1,053 26 1,206 15 CCCC 1,403 13 2,049 28 7 7.4 1.6 SIP Cirilium Cautious Pn S8 210 3.2 2.1 3 2.2 3 2.6 3 14.1 1 7.8 2 6 2 1,022 71 1,197 20 CCCC 1,367 22 2,199 6 6.5 8.2 1.6 SIP Kames Ethical Cautious Managed Pn S8 202 2.1 0.8 4 0.2 4 3.6 2 5.7 4 2.4 4 12.1 1 1,002 81 1,098 75 C 1,261 53 2,368 3 4.7 9 2 SIP Managed Pn S8 189 1038.2 3.7 1 6.7 1 6 1 12.5 1 6.2 2 7.1 1 1,067 7 1,273 2 CCCCC 1,447 4 2,146 11 7.7 7.9 1.6 SLFC Cautious Passive Managed Pn 185 8.1 2 3 5.4 2 3.3 2 8 2 11.9 1 5.2 2 1,054 25 1,175 28 CCCC 1,383 18 1,955 41 6.7 6.9 1.6 SLFC Invesco Perpetual Distribution Pn 214 5.7 1.4 4 4 2 0.8 4 8.6 2 2 4 4.4 3 1,040 49 1,138 56 CC 1,212 61 2,197 7 3.9 8.2 1.3 Stan Life MA Mgd (20-60%Sh)Pn S1 375 2797.1 3.1 1 6 1 4.5 1 8.2 2 7.7 2 6.7 1 1,060 15 1,198 19 CCC 1,377 19 2,116 17 6.6 7.8 1.7 Stan Life Managed 50/50 One Pn 4 221 66.6 3 1 6.2 1 3.2 2 7 3 9.5 1 8 1 1,062 13 1,172 33 CCC 1,386 16 2,182 8 6.7 8.1 1.6 Stan Life Managed 60/40 One Pn 4 231 66 3.3 1 6 1 3.7 1 9.1 1 9 1 7.9 1 1,060 16 1,200 18 CCC 1,411 12 2,294 4 7.1 8.7 1.7 Stan Life SLI Dynamic Distribution Pn S3 192 73.1 1.4 4 0 4 4.1 1 7.8 2 0 4 8.7 1 1,000 83 1,122 62 CC 1,220 59 2,142 12 4.1 7.9 1.7 SW Hend Caut Mgd Pn 207 24.2 1.4 4 -1.1 4 3 2 7 3 1.7 4 3.4 4 989 84 1,090 77 C 1,146 72 2,034 30 2.8 7.4 1.6 SW Inv Perp Dist Pn 232 78.5 1.4 4 3.4 3 0.2 4 8 2 1.5 4 3.8 3 1,034 59 1,119 70 CC 1,178 67 2,093 21 3.3 7.7 1.4 SW Investec Caut Mgd Pn 203 79.2 2.4 2 -2.3 4 0.9 4 8.4 2 7.2 2 0 4 977 86 1,069 81 C 1,145 73 1,647 57 2.8 5.1 1.7 Vitality Invtc MA Mod Pn 216 0.3 2.9 1 8.4 1 - - - - - - - - 1,084 2 - - - - - - - - - - VitalityInvest Risk Optimiser 4 Pn 168 5.4 2.3 2 6.3 1 - - - - - - - - 1,063 11 - - - - - - - - - - Zurich BlackRock Consensus 60 Pn Inet 687 - 1.9 3 4.7 2 2.8 3 7.3 3 11 1 4.6 3 1,047 36 1,155 42 CCCC 1,341 30 - - 6 - 1.6 Zurich Horizon Multi-Asset II AP Inet 246 11.5 3 1 6.2 1 4.3 1 11.1 1 9 1 5.4 2 1,062 12 1,231 6 CCCC 1,413 11 2,053 25 7.2 7.5 1.7 § Zurich Managed & Equity Bond Pn Inet 281 84.8 2.4 2 5.2 2 3 2 6.1 4 8.7 1 7.5 1 1,052 29 1,150 47 CC 1,344 26 1,965 39 6.1 7 1.4 Zurich Quilter Cirilium Balanced Pn Inet 977 6.6 2 3 0.9 4 1.2 4 12.6 1 5.5 3 4.6 3 1,009 79 1,150 48 CCCC 1,269 50 1,956 40 4.9 6.9 1.6 Ave/Total (F) 6 387 215.6 2.2 - 4 - 3.2 - 8.2 - 6.5 - 5.8 - 1,040 87 1,161 82 1,305 76 2,018 58 5.4 7.2 1.6

Mixed Investments 40%-85% Shares § Abbey HS Managed Pn 6,049 - 3.4 2 5.1 3 5.8 2 11 3 9.5 2 5.6 3 1,051 74 1,235 99 CC 1,427 92 2,136 110 7.4 7.9 2.2 § Abbey Managed Pn 5,935 - 3.3 2 5.4 3 5.7 2 11.6 2 9.6 2 6.2 3 1,054 63 1,244 82 CCC 1,447 71 2,200 87 7.7 8.2 2.1 § Abbey Target Managed Pn S1 10,134 - 3.4 2 5.5 3 6 2 11.3 3 9.8 2 5.8 3 1,055 59 1,245 79 CCC 1,447 72 2,198 89 7.7 8.2 2.2 § Aviva Growth Managed Pn 3 S12 504 23287.3 2.8 3 4.3 3 4.7 3 12.5 2 6.1 3 8.2 1 1,043 96 1,229 108 CC 1,409 103 2,260 72 7.1 8.5 2.2 Aviva Mxd Inv(40-85% Sh)(GA)Pn S1 1,083 23287.3 2.8 3 4.3 3 4.7 3 12.5 2 6 3 8.2 1 1,043 94 1,229 110 CC 1,410 101 2,213 85 7.1 8.3 2.2 Aviva Mxd Inv(40-85% Sh)CGU Pn 2,843 23287.3 2.8 3 4.7 3 5.1 3 12.9 1 6.4 3 8.6 1 1,047 85 1,243 84 CCC 1,436 84 2,297 58 7.5 8.7 2.2 Aviva Mxd Inv(40-85% Sh)CU Pn 2,552 23287.3 2.8 3 4.3 3 4.7 3 12.5 2 6.1 3 8.2 1 1,043 93 1,229 109 CC 1,410 102 2,213 84 7.1 8.3 2.2 B&CE EsyBldGbl Iv upto 85Sh0.6%Pn 849 1 2.8 3 6.1 2 7.5 1 13.3 1 10.2 2 6.1 3 1,061 44 1,293 26 CCC 1,511 28 - - 8.6 - 2.2 B&CE ThePplPnGl Iv upto 85sh0.5%Pn 928 6256.3 3.1 2 7.5 1 7.4 1 12.8 2 12.2 1 9 1 1,075 25 1,302 14 CCCC 1,593 5 - - 9.8 - 2.1 BlackRock Aquila Life Balanced Pn S2 650 5.7 2.5 4 5.1 3 7.8 1 12.1 2 9.3 2 8.9 1 1,051 79 1,270 47 CCC 1,511 27 2,587 11 8.6 10 2.1 Canlife FIA Balanced Passive Pn 196 267.3 2.7 3 5.4 3 5.9 2 9.3 4 9.9 2 6.3 3 1,054 62 1,220 118 CCC 1,425 95 - - 7.3 - 1.8 § Canlife Managed Pn PS2 830 693.5 2.3 4 2.4 4 6.9 1 9.2 4 6.7 3 10.2 1 1,024 137 1,195 136 CC 1,407 106 2,207 86 7.1 8.2 1.9 Canlife Mgd(40%-85%Sh)Pn PS4 267 22.8 2.5 4 3.1 4 4.9 3 9.7 4 9 2 7.8 2 1,031 121 1,186 140 CC 1,394 116 2,138 109 6.9 7.9 1.9 Canlife Multiple Investment Pn PS4 8,353 587.3 2.3 4 2.3 4 6 2 9.6 4 7.3 3 9 1 1,023 139 1,188 139 CC 1,389 118 2,161 101 6.8 8 1.9 § Cler Med Managed Mixed Pn 3,662 - 2.9 3 3.7 3 7.7 1 12.3 2 9 2 6.4 3 1,037 111 1,254 65 CCC 1,454 62 2,320 50 7.8 8.8 2.2 Clerical Medical Balanced Pension 1,133 2918.4 2.3 4 2.6 4 6.9 1 11.3 3 6.7 3 6.2 3 1,026 134 1,220 119 CC 1,382 123 2,269 68 6.7 8.5 2 CM Newton Multi-Asset Balanced Pension 3,494 106.6 4.2 1 11.5 1 4.2 4 4 4 12 1 7 2 1,115 3 1,208 128 CC 1,448 70 2,066 119 7.7 7.5 2 CM Schroder Managed Balanced Pension 315 34.3 3.3 2 3.2 4 5.2 3 12.3 2 6.9 3 4.9 4 1,032 120 1,219 121 CC 1,367 133 2,147 105 6.4 7.9 2.1 CM UBS Global Allocation Pension 2,861 8.6 2.2 4 4.2 3 6.4 2 13.2 1 2.6 4 6.2 3 1,042 103 1,255 62 CCCC 1,367 132 2,164 99 6.4 8 2 § Countrywide CA Managed Pn 1,066 120.9 3.7 2 5.9 2 7.7 1 11.8 2 9.1 2 7.2 2 1,059 47 1,275 42 CCC 1,490 38 2,502 19 8.3 9.6 2.3 § Countrywide PS Balanced Pn 1,367 26.8 3.5 2 5.6 3 7.2 1 10.9 3 8.5 3 6.5 3 1,056 53 1,256 61 CCC 1,451 65 2,373 38 7.7 9 2.2 § Countrywide PS Managed Pn 375 21.6 3.6 2 5.6 3 7.3 1 11.1 3 8.4 3 6.6 2 1,056 54 1,258 57 CCC 1,453 63 2,389 33 7.8 9.1 2.2 § Countrywide SP Managed Pn 1,110 454.2 3.5 2 4.5 3 8.5 1 14.4 1 7.3 3 9.3 1 1,045 86 1,297 20 CCC 1,522 22 2,595 9 8.8 10 2.4 § Equitable Managed Pn 1,532 611.8 2.5 4 3.1 4 7.3 1 12.5 2 5.6 4 6.2 3 1,031 124 1,244 81 CCC 1,396 115 2,335 48 6.9 8.9 2.1 Family Freeway Managed Pn 332 80.5 2 4 3 4 4 4 11.4 3 7.3 3 7.2 2 1,030 126 1,193 138 CC 1,373 126 2,067 118 6.5 7.5 2.1 Fidelity JPMF Life Balanced Pn 4 273 - 1.9 4 4.2 3 6.9 1 14.1 1 5.8 4 10.4 1 1,042 101 1,272 46 CCCCC 1,485 41 2,368 39 8.2 9 2.5 Fidelity Life Multi Asset Growth Pn Cl4 270 - 3 3 7 2 4.9 3 7.8 4 8.1 3 9.5 1 1,070 33 1,210 127 CC 1,432 89 2,115 111 7.4 7.8 1.9 Fidelity Newton Global Balanced Pn 4 343 - 4.1 1 11.3 1 7.5 1 8.4 4 11.2 1 9.1 1 1,113 5 1,296 21 CCCCC 1,573 9 2,385 35 9.5 9.1 2.2 Fidelity UBS Managed Pn 4 249 - 2.3 4 4.3 3 6.6 2 13.5 1 2.8 4 6.5 2 1,043 95 1,262 54 CCCCC 1,383 122 2,215 83 6.7 8.3 2 Forester Life Pension Managed TW Pn 603 - 1.7 4 1.8 4 3.1 4 5 4 6.2 3 4.4 4 1,018 143 1,102 144 CCCC 1,222 143 1,897 121 4.1 6.6 1.4 Formerly Lloyds TSB Island Pension 2,281 14.8 2.6 4 4.3 3 6.4 2 12.9 1 8.8 3 6 3 1,043 91 1,254 66 CCC 1,445 73 2,086 115 7.6 7.6 1.9 Formerly Lloyds TSB Managed Pension 933 4088.3 2.8 3 4.3 3 5.6 2 12.1 2 10.4 1 4.7 4 1,043 90 1,235 98 CCC 1,428 91 2,183 95 7.4 8.1 2.1 Guardian Choices Managed Pn 874 - 4 1 7.3 2 6.5 2 12 2 8.9 2 5.8 3 1,073 28 1,281 36 CCC 1,476 47 2,243 74 8.1 8.4 2.1 Guardian Corp Managed Pn 309 - 4 1 9.2 1 4.6 3 12 2 8.9 2 5.8 3 1,092 10 1,280 38 CCCCC 1,476 49 2,243 76 8.1 8.4 1.7 Guardian Managed Pn 3,301 - 4 1 7.3 2 6.5 2 12 2 8.9 2 5.8 3 1,073 30 1,281 37 CCC 1,476 48 2,243 75 8.1 8.4 2.1 § Halifax Balanced Pension 91 60.2 2.7 3 3.9 3 7.2 1 12.1 2 8.5 3 6 3 1,039 109 1,248 74 CCC 1,436 85 2,359 42 7.5 9 2.2 § Halifax Foundation Pension 93 51.5 2.5 4 3.7 3 6.8 1 11.2 3 7.9 3 5.6 3 1,037 110 1,231 103 CCC 1,403 109 2,257 73 7 8.5 2 § Halifax Managed Pension 237 47.1 2.2 4 2.1 4 6.9 1 11.3 3 6.1 3 6.1 3 1,021 140 1,215 124 CC 1,368 130 2,236 78 6.5 8.4 2 § HLL Adventurous Growth Portfolio Pn 51 2,327 5.2 2.4 4 3.1 4 9.5 1 14.2 1 8.8 3 11.2 1 1,031 122 1,289 30 CCCC 1,560 12 - - 9.3 - 2.3 § HLL Balanced Pn 51 2,096 34.1 3 3 6.3 2 6.2 2 10.9 3 10.9 1 6.5 2 1,063 42 1,251 70 CCC 1,478 46 - - 8.1 - 1.9 § HLL Growth Portfolio Pn 51 2,252 102.7 2.3 4 4.4 3 7.2 1 10.7 3 10.1 2 10 1 1,044 88 1,240 91 CCC 1,502 31 - - 8.5 - 1.8 L&G IPNewtonMABalPn 307 115.8 4.2 1 11.9 1 4.5 3 4.2 4 12.2 1 7.3 2 1,119 1 1,218 123 CC 1,467 55 2,099 114 8 7.7 2 L&G Managed G17 Pn SH Inet 268 1331.6 2.8 3 4.9 3 5.9 2 11.6 2 7.9 3 6.2 3 1,049 84 1,240 90 CCCC 1,421 97 2,144 107 7.3 7.9 1.9 L&G Managed Pn G1 6,924 5502.3 2.8 3 5.3 3 6.4 2 12 2 8.3 3 6.6 2 1,053 67 1,255 64 CCC 1,448 69 2,228 82 7.7 8.3 1.9 L&G Multi Asset PMC Pn G25 188 196.2 3 3 9.2 1 4.3 4 10 3 15.2 1 6 3 1,092 11 1,253 68 CCC 1,531 18 - - 8.9 - 1.6 § London Life Austln Mtl Mgd Pn 1,489 - 2.1 4 5.2 3 6 2 10.3 3 9.4 2 6.7 2 1,052 70 1,230 105 CCCC 1,436 83 2,309 53 7.5 8.7 2.1 § London Life Mixed Pn (P) 2,176 - 3.2 2 6.3 2 6 2 9.7 4 9.2 2 7.5 2 1,063 41 1,236 96 CC 1,451 66 2,284 64 7.7 8.6 2 LV= Balanced Index Pn S2 260 394.8 3.6 2 10.4 1 7.1 1 14.2 1 10.3 1 6.5 2 1,104 8 1,350 2 CCCCC 1,585 6 2,572 12 9.7 9.9 2.2 LV= L&G Multi-Index 5 Pn S3 145 59.6 2.9 3 8.1 1 5.1 3 10.2 3 8.3 3 7.5 2 1,081 16 1,252 69 CCCCC 1,457 61 - - 7.8 - 1.7 LV= Vgrd LfStrgy 60% Equity Pn S2 182 310.5 2.8 3 7.9 1 6.9 1 9.6 4 12.4 1 9 1 1,079 18 1,264 51 CCC 1,549 13 - - 9.2 - 1.7 LV= Vgrd LfStrgy 80% Equity Pn S2 199 122.1 3.3 2 7.9 1 9.1 1 13.5 1 13.4 1 10 1 1,079 17 1,336 3 CCCCC 1,667 1 - - 10.8 - 2.2 M&G PP Balanced Non Property Pn 3,124 19 2 4 1 4 5.9 2 19.5 1 5.6 4 3.8 4 1,010 145 1,278 41 CCCC 1,401 111 2,185 94 7 8.1 2.3 M&G PP Consensus Pn 3,020 1.4 2.3 4 6.5 2 7 1 14.5 1 11.4 1 7.4 2 1,065 40 1,305 13 CCCCC 1,561 11 2,553 13 9.3 9.8 2 M&G PP Discretionary Pn 1,63,639 693.5 2 4 3.5 4 7 1 18.3 1 8.2 3 7.9 2 1,035 116 1,309 10 CCCCC 1,529 21 2,547 14 8.9 9.8 2 MetLife Bal Idx Secure Cap Pfl Pn 192 3 3.2 2 4 3 6 2 12.8 2 9 2 5.6 3 1,040 105 1,244 83 CC 1,432 88 2,231 81 7.4 8.4 2.4 MetLife Bal Mgd Secure Retmt Pfl Pn 178 2.6 3.3 2 3.2 4 6.1 2 11.3 3 5.8 4 9 1 1,032 119 1,219 120 CC 1,406 107 2,241 77 7.1 8.4 2.3 MetLife Balanced Index Portfolio Pn 228 17.1 3.4 2 5.8 3 7.8 1 14 1 10.2 2 7.1 2 1,058 50 1,300 16 CCC 1,535 16 2,594 10 8.9 10 2.3 MetLife Balanced Managed Portfolio Pn 221 10.8 3.5 2 5.1 3 8.1 1 12.7 2 7.3 3 10.7 1 1,051 75 1,281 35 CCC 1,521 23 2,655 6 8.7 10.3 2.3 § MGM Active Balanced Managed Pn 171 - 3.6 2 10.7 1 3.9 4 4.9 4 11.5 1 6.6 2 1,107 7 1,207 130 CC 1,434 87 - - 7.5 - 2.2 § MGM Managed Pn 2,344 - 4 1 8.7 1 6.8 1 13 1 8.3 3 6.4 3 1,087 13 1,311 9 CCCC 1,512 26 2,287 63 8.6 8.6 2 NFU Mutual FRA MixPfl40-85%SHSPn S4 150 1781.4 2.2 4 5.6 3 7.3 1 14.6 1 7.6 3 5.9 3 1,056 55 1,298 19 CCCC 1,479 44 - - 8.1 - 2.2 NFUM Mixed Pfl 40-85% Shares Pn 1,294 1781.4 2.2 4 5.5 3 7.1 1 14.4 1 7.5 3 5.8 3 1,055 60 1,293 25 CCCC 1,470 52 2,379 36 8 9.1 2.2 NFUM PPA Mixed Pfl 40-85% Sh Pn 274 1781.4 2.2 4 5.1 3 6.7 1 14 1 7.1 3 5.4 3 1,051 77 1,279 39 CCCC 1,443 74 2,294 59 7.6 8.7 2.2 lNFUM SHP Mixed Pfl 40-85% Sh Pn 274 1781.4 2.2 4 5.1 3 6.7 1 14 1 7.1 3 5.4 3 1,051 78 1,279 40 CCCC 1,443 75 2,294 60 7.6 8.7 2.2 § NPI Global Care Managed Pn S1/2 522 - 5.8 1 11.5 1 8.6 1 10 3 6.3 3 13.5 1 1,115 2 1,333 4 CCCC 1,609 3 2,767 2 10 10.7 2.6

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Money Management | September | 2019 | 141

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ NPI Henderson Multi Manager Pn S1 253 - 4.2 1 5.2 3 4.6 3 12.3 2 9.4 2 8.1 1 1,052 71 1,236 97 CCC 1,462 58 2,300 57 7.9 8.7 2.1 § NPI Managed Pn S1/2 3,052 - 4.2 1 6.8 2 5.7 2 10.3 3 10.2 2 5 4 1,068 39 1,245 78 CCC 1,440 78 2,199 88 7.6 8.2 2.1 § OMW DM Balanced Pn 212 19.5 4 1 4.2 3 5.5 3 15 1 4.5 4 5.7 3 1,042 102 1,265 49 CCC 1,397 114 2,281 66 6.9 8.6 2.4 OMW Index Balanced Pn 268 93.2 4.6 1 6.8 2 7.1 1 13 1 10.3 1 7.2 2 1,068 36 1,294 24 CCC 1,530 20 2,506 18 8.9 9.6 2.4 OMW IPL Baillie Gifford Managed Pn 148 - 3.6 2 9.9 1 11.4 1 6.7 4 0 4 11.6 1 1,099 9 1,307 12 CC 1,459 59 - - 7.8 - 2.6 OMW IPL BNYMn MA Gbl BlndPn 299 - 0 4 -1.1 4 7.9 1 8.8 4 11.6 1 9.5 1 989 146 1,161 142 CC 1,419 99 - - 7.2 - 2 OMW IPL Investec Diversified Growth Pn 110 - 0.1 4 2.3 4 -2.7 4 8.1 4 -1 4 - - 1,023 138 1,076 145 C - - - - - - 1.3 OMW Prof Index Balanced Pn 1,045 75.6 4.7 1 7.7 1 8.3 1 14.2 1 11.2 1 7.9 2 1,077 23 1,332 5 CCC 1,597 4 2,717 3 9.8 10.5 2.5 OMW Prof QIFdtn 4 Pn 144 54.3 3.3 2 4.3 3 3.9 4 15.7 1 8.9 2 1.3 4 1,043 92 1,255 63 CCC 1,384 121 - - 6.7 - 2.3 OMW Prof Schroder Managed Balanced Pn 218 24.2 4.1 1 4.3 3 6.2 2 12.9 1 8 3 4.9 4 1,043 99 1,250 72 CC 1,416 100 2,341 47 7.2 8.9 2.3 OMW Quilter Investors Foundation 4 Pn 132 153.3 3.2 2 3.5 3 3.1 4 14.9 1 8.3 3 0.5 4 1,035 113 1,226 112 CCC 1,334 140 - - 5.9 - 2.2 OMW Schroder Managed Bal Pn 188 40.8 4 1 3.5 3 5.4 3 12 2 7.3 3 4.1 4 1,035 114 1,222 116 CC 1,364 135 2,168 97 6.4 8 2.3 § Pearl Managed Unit Linked Pn Ret S1 4,189 - 3.3 2 6.8 2 5.8 2 10.5 3 9.5 2 7.3 2 1,068 35 1,249 73 CCC 1,467 54 2,353 44 8 8.9 2 § Pearl Mixed Unit Linked Pn 789 - 2.1 4 5 3 5.8 2 10.3 3 9.2 2 6.5 3 1,050 80 1,225 113 CCCC 1,424 96 2,268 69 7.3 8.5 2.1 § Phoenix Alba LAS Managed Pn LAS 1,022 - 2.5 4 3.5 4 5.9 2 12.7 2 3.7 4 6.4 3 1,035 117 1,234 100 CCC 1,361 136 2,153 104 6.4 8 1.9 § Phoenix BULA (ACI) Managed Pn 731 - 2.1 4 2.8 4 5.7 2 12.4 2 3 4 7.1 2 1,028 132 1,221 117 CC 1,347 137 2,083 116 6.1 7.6 1.9 § Phoenix BULA Managed Pn 1,043 - 2.8 3 3.9 3 5.4 3 13.4 1 4.2 4 5.6 3 1,039 107 1,242 85 CCCC 1,367 134 2,192 91 6.4 8.2 2 § Phoenix Exempt Managed Pn 1,915 - 2.7 3 4.3 3 6 2 12.7 2 3.8 4 6.4 3 1,043 97 1,247 76 CCC 1,377 124 2,159 102 6.6 8 1.9 § Phoenix Framlington Pn Sp Mgd 814 - 3.7 2 7.5 1 5.8 2 13.2 1 7 3 11.9 1 1,075 24 1,288 33 CCC 1,543 15 2,645 7 9.1 10.2 2.5 § Phoenix Managed Growth Pn 287 - 2.8 3 5.5 3 7.3 1 14.1 1 5 4 7.6 2 1,055 61 1,290 29 CCCCC 1,458 60 2,422 29 7.8 9.2 2 § Phoenix Managed Pn S1 2,304 - 2.7 3 4.4 3 6.1 2 12.9 1 3.9 4 6.5 2 1,044 89 1,251 71 CCC 1,385 120 2,164 100 6.7 8 1.9 § Phoenix SM Growth Pn 999 - 3.4 2 2.8 4 5 3 14 1 3.9 4 7.3 2 1,028 133 1,230 106 CC 1,371 129 2,154 103 6.5 8 2.3 Phoenix Wealth ArcMAActPrgPn S4 451 25.8 4.1 1 4.9 3 6.8 1 12.3 2 10.1 2 7.9 2 1,049 83 1,259 56 CC 1,496 36 - - 8.4 - 2.4 Phoenix Wealth BleGifManagedPn S4 615 85.6 3.5 2 8.9 1 9.8 1 16.5 1 12.1 1 6.3 3 1,089 12 1,394 1 CCCCC 1,660 2 2,907 1 10.7 11.3 2.6 Phoenix Wealth EliteBalanMgdPn S4 478 245.2 2.7 3 5 3 4 4 10.5 3 7.4 3 8 2 1,050 81 1,207 129 CC 1,401 112 2,283 65 7 8.6 1.9 Phoenix Wealth Schroder Managed Pn S4 556 76 3.3 2 3.5 3 5.5 3 12.6 2 7.2 3 5.2 3 1,035 115 1,229 107 CC 1,387 119 2,350 45 6.8 8.9 2.1 Pru Abdn Life MA (ex-Prp)Pn 303 14.4 2.6 4 8.5 1 8.3 1 13 1 9.1 2 3.2 4 1,085 15 1,328 6 CCCCC 1,496 35 2,506 17 8.4 9.6 2.5 Pru Discretionary Pn S1 800 42.4 1.9 4 3.1 4 6.7 1 18 1 7.9 3 7.5 2 1,031 125 1,299 17 CCCCC 1,507 30 2,450 24 8.5 9.4 2.1 Pru Discretionary S3 Pn 366 480.9 2 4 3.9 3 7.5 1 18.8 1 8.7 3 8.4 1 1,039 108 1,326 7 CCCCC 1,562 10 2,631 8 9.3 10.2 2 Pru Dynamic Growth lV Pn S3 144 2265.5 1.5 4 6.8 2 5.2 3 15 1 12.5 1 - - 1,068 34 1,294 23 CCCCC - - - - - - 2 Pru Ex-DSF Managed Pn 2,910 - 2.3 4 3.6 3 6.7 2 14.3 1 9.8 2 9.5 1 1,036 112 1,262 55 CCC 1,517 24 2,543 15 8.7 9.8 2.1 Pru Managed (ex M&G) Pn 4,050 75.4 2.2 4 2.5 4 5.6 2 13.1 1 8.8 3 8.3 1 1,025 136 1,224 115 CCC 1,442 77 2,301 56 7.6 8.7 2.1 Pru Managed Pn Ser A 320 1689 2.2 4 2.5 4 5.6 2 13.1 1 8.7 3 8.4 1 1,025 135 1,225 114 CCC 1,442 76 2,301 55 7.6 8.7 2.1 Pru Risk Managed Active 4 Pn Ser A 177 35.3 2.7 3 2.9 4 4.2 4 11.9 2 5.5 4 5.6 3 1,029 129 1,199 133 CC 1,336 139 - - 6 - 1.8 § ReAssure GLP Managed T1 4 Star Pn S1 2,070 620.5 4.1 1 7.5 1 6.3 2 11.4 2 9.7 2 5.2 3 1,075 26 1,273 44 CCC 1,470 53 2,396 31 8 9.1 2.2 ReAssure HL Stakeholder Balanced Pn 1 717 651.1 4 1 7.3 2 5.1 3 12 2 10.2 2 6.2 3 1,073 29 1,264 52 CCC 1,479 43 2,309 54 8.1 8.7 2.3 § ReAssure NM Balanced Managed Pn 358 11781.6 4.1 1 7.9 1 6.7 1 11.9 2 10.2 2 5.6 3 1,079 19 1,288 31 CCC 1,499 33 2,494 21 8.4 9.6 2.2 § ReAssure NM Managed Pn 1,219 11781.6 4.1 1 7.9 1 6.7 1 11.9 2 10.2 2 5.6 3 1,079 20 1,288 32 CCC 1,499 34 2,495 20 8.4 9.6 2.2 RLP Adventurous Managed Pn 288 399.1 3.1 2 5.3 3 7.9 1 12 2 6.4 3 9.2 1 1,053 69 1,272 45 CCC 1,478 45 2,375 37 8.1 9 2.1 RLP Managed Pn 1,497 2466.5 2.8 3 5.3 3 6.7 2 10.3 3 6.4 3 8.5 1 1,053 68 1,240 93 CCC 1,431 90 2,318 51 7.4 8.8 1.8 RLP Newton Multi-Asset Balanced Pn 196 38.8 4.2 1 11.2 1 3.8 4 3.7 4 11.6 1 6.7 2 1,112 6 1,197 135 CC 1,426 93 1,993 120 7.4 7.1 2 RLP Schroder Managed Bal Pn 263 49 3.3 2 2.8 4 4.8 3 11.9 2 6.6 3 4.6 4 1,028 131 1,206 131 CC 1,344 138 2,078 117 6.1 7.6 2.1 Royal London (UF/As) Managed S2 Pn 1,710 - 2 4 3.2 4 5.6 2 11 3 8.1 3 7.6 2 1,032 118 1,210 126 CC 1,407 104 2,494 22 7.1 9.6 1.8 Royal London (UF/As) UK Managed S1 Pn 1,226 - 1.8 4 1.9 4 6.6 2 8.8 4 4.7 4 6.1 3 1,019 141 1,183 141 CC 1,315 141 2,174 96 5.6 8.1 2 Royal London ANL Managed Pn 552 - 2.7 3 5.4 3 6 2 11 3 8 3 7.2 2 1,054 64 1,240 88 CCC 1,437 82 2,290 61 7.5 8.6 1.9 § Royal London OpenPrtf40%-85% Sh Pn 188 - 3.4 2 4.1 3 5.4 3 11 3 5.6 4 6.6 2 1,041 104 1,218 122 CC 1,372 127 2,101 113 6.5 7.7 2.2 § Royal London Sel Prtf40%-85% Sh Pn 210 - 3.9 2 5 3 6.5 2 11 3 9.1 2 9.9 1 1,050 82 1,241 87 CC 1,488 40 2,328 49 8.3 8.8 2.4 Royal London Stakeholder Managed Pn 537 - 2.7 3 5.4 3 6 2 10.9 3 8 3 7.3 2 1,054 65 1,240 92 CCC 1,437 81 2,261 71 7.5 8.5 1.9 § Royal London With Profits Pn S2 213 - 1.1 4 3.1 4 6.5 2 13.6 1 2.2 4 9 1 1,031 123 1,248 75 CCCC 1,390 117 2,233 80 6.8 8.4 0.5 § lRoyal London WithPrStakHoldPn S2 263 - 1.1 4 2.9 4 6.4 2 12.5 2 2.2 4 8.9 1 1,029 128 1,232 102 CCC 1,372 128 2,168 98 6.5 8 0.5 Scot Wid Cons Pn 226 2784.9 2.7 3 3 4 5.9 2 10.5 3 10.9 1 5.1 4 1,030 127 1,206 132 CC 1,405 108 2,146 106 7 7.9 2.1 Scottish Friendly Managed Pn 332 - 0 4 -6.3 4 6.4 2 12.8 2 2.4 4 12.6 1 937 148 1,125 143 C 1,297 142 2,103 112 5.3 7.7 2.7 Scottish Widows Mixed Pension Series 2 235 3750.9 2.8 3 4.3 3 6 2 12.1 2 10.4 1 5.1 4 1,043 100 1,239 94 CCC 1,438 80 2,195 90 7.5 8.2 2.1 SIP AXA Fram Mgd Bal Pn S6 204 1.8 3.6 2 7.2 2 5.5 3 8.8 4 7.6 3 5.9 3 1,072 31 1,231 104 CCCC 1,402 110 2,364 40 7 9 2.4 SIP Balanced Pn S8 2,423 6.5 3.7 2 5.5 3 5.3 3 12.2 2 9.4 2 8.1 1 1,055 57 1,247 77 CCC 1,474 50 2,233 79 8.1 8.4 1.9 SIP Cirilium Moderate Pn S8 247 7 3.2 2 1.6 4 3.8 4 17.4 1 8.1 3 6.2 3 1,016 144 1,237 95 CCC 1,420 98 2,484 23 7.3 9.5 2.1 SIP Fidelity International Managed Pn S6 1,076 10.9 3.8 2 4.5 3 5.5 3 10.1 3 7.3 3 9.5 1 1,045 87 1,213 125 CC 1,426 94 2,267 70 7.4 8.5 2.4 SLFC (Laurentian) Managed Retirement Pn 924 - 3.6 2 5.4 3 6.8 1 11.8 2 10.2 2 7.7 2 1,054 66 1,258 58 CCC 1,492 37 2,345 46 8.3 8.9 2.1 SLFC (Liberty) Managed Pn 314 - 3.6 2 5.2 3 6.7 2 11.7 2 10 2 7.5 2 1,052 72 1,253 67 CC 1,482 42 2,316 52 8.2 8.8 2.1 SLFC Balanced Managed 3 Pn 3,539 1672.4 3.6 2 5.5 3 6.9 1 12 2 10.3 1 7.8 2 1,055 58 1,263 53 CCC 1,501 32 2,387 34 8.5 9.1 2.1 SLFC Schroders Pn 2,930 616 3.3 2 4.3 3 6.5 2 11.8 2 7.4 3 4.9 4 1,043 98 1,242 86 CC 1,399 113 2,430 27 6.9 9.3 2.2 SMA Stakeholder Growth Pn 993 - 3.4 2 2.8 4 5 3 14 1 3.8 4 7.6 2 1,028 130 1,232 101 CC 1,376 125 2,144 108 6.6 7.9 2.3 Stan Life Abrdn Lf MAss ExPrp Pn S3 242 - 3.2 2 7.1 2 7.6 1 12.3 2 7.8 3 0.8 4 1,071 32 1,295 22 CCCCC 1,407 105 2,290 62 7.1 8.6 2.3 Stan Life Ethical Pn S1 344 663.9 1.7 4 1.8 4 5.5 3 19.5 1 0.3 4 12.7 1 1,018 142 1,285 34 CCCC 1,453 64 2,684 5 7.8 10.4 2.5 Stan Life Managed 70/30 One Pn 4 240 105.9 3.6 2 5.8 3 4.3 4 11.2 3 8.3 3 8 2 1,058 49 1,227 111 CC 1,434 86 2,435 26 7.5 9.3 1.9 Stan Life Managed Pn S1 5,102 22225.8 3.7 2 5.1 3 6.4 2 13 1 5.6 4 7.9 2 1,051 76 1,264 50 CCC 1,440 79 2,356 43 7.6 8.9 2.2 SW Inv Perp Mgd Pn 356 339.6 2.3 4 -1.8 4 3.7 4 17.3 1 6 4 8 2 982 147 1,195 137 C 1,368 131 2,420 30 6.5 9.2 2.5 SW Newton Managed Pension Series 2 319 1079.5 3.2 2 7.3 2 7.2 1 4.1 4 12.3 1 10.7 1 1,073 27 1,198 134 C 1,489 39 2,429 28 8.3 9.3 2.3 Teachers Managed Pn 893 - 3.6 2 5.7 3 5.6 2 11.5 2 10 2 6 3 1,057 52 1,244 80 CCC 1,451 67 2,272 67 7.7 8.6 2.1 § United Friendly Managed Pn S1 1,445 - 2.8 3 5.8 3 5.2 3 11.5 2 10.6 1 5.7 3 1,058 51 1,240 89 CCC 1,449 68 2,361 41 7.7 9 2 Universal Balanced Collection (ARC) Pn 197 11127.4 3.1 2 7.7 1 5.7 2 13.4 1 10.2 2 7.6 2 1,077 22 1,291 28 CCC 1,531 19 - - 8.9 - 2.1 Universal Balanced Collection Pn 243 11127.4 3.1 3 6.8 2 4.8 3 12.4 2 9.2 2 6.6 2 1,068 37 1,257 60 CCC 1,463 57 2,186 92 7.9 8.1 2.1 Universal Lifestyle Collection (ARC) Pn 187 8281.7 3.1 2 7.7 1 5.7 2 13.4 1 10.2 2 7.6 2 1,077 21 1,291 27 CCC 1,531 17 - - 8.9 - 2.1 Universal Lifestyle Collection Pn 243 8281.7 3.1 3 6.8 2 4.8 3 12.4 2 9.2 2 6.6 2 1,068 38 1,257 59 CCC 1,463 56 2,185 93 7.9 8.1 2.1 Vitality Invtc MA Bal Pn 218 0.8 3.6 2 8.7 1 - - - - - - - - 1,087 14 - - - - - - - - - - VitalityInvest Risk Optimiser 5 Pn 170 15.8 2.6 3 6.2 2 - - - - - - - - 1,062 43 - - - - - - - - - - VitalityInvest Risk Optimiser 6 Pn 171 6.6 2.7 3 5.8 2 - - - - - - - - 1,058 48 - - - - - - - - - - Wesleyan Managed Pn S1 1,376 912 3 3 5.9 2 8.1 1 14.9 1 6.3 3 5.3 3 1,059 46 1,314 8 CCCC 1,471 51 2,510 16 8 9.6 2.4 Wesleyan Moderate-High Risk Reward Pn S2 215 11.4 4.7 1 4 3 7.3 1 17.4 1 7.2 3 10 1 1,040 106 1,309 11 CCC 1,544 14 - - 9.1 - 2.7 Zurich Balanced Managed 2000 AP 360 403.1 3.4 2 6.1 2 8.1 1 13.5 1 9.9 2 10.1 1 1,061 45 1,302 15 CCCC 1,576 7 2,716 4 9.5 10.5 2 § Zurich Managed AP Pn 3/8 14,950 11289.6 3.3 2 5.2 3 7.2 1 12.6 2 8.9 2 9.2 1 1,052 73 1,269 48 CCC 1,509 29 2,444 25 8.6 9.3 2 Zurich Managed EP Pn Inet 659 464 3.4 2 5.6 3 7.4 1 12.4 2 8.7 3 9.4 1 1,056 56 1,275 43 CCCC 1,516 25 - - 8.7 - 2 Zurich Newton Global Balanced Pn Inet 305 109.2 4.1 1 11.4 1 7.5 1 8.4 4 11.2 1 9.1 1 1,114 4 1,298 18 CCCCC 1,575 8 2,394 32 9.5 9.1 2.2 Ave/Total (F) 6 2,346 1650.4 3 - 5.2 - 6.2 - 12.1 - 8.1 - 7.2 - 1,052 148 1,252 145 1,452 143 2,317 121 7.7 8.7 2.1

Money Market § Abbey HS Guaranteed Pn 1,106 - 0 4 0.1 3 0.1 1 0.1 1 0.1 2 0.1 2 1,001 52 1,003 33 C 1,004 33 1,008 29 0.1 0.1 0 § Abbey HS Sterling Liquidity Pn A 478 - 0 4 0.1 3 -0.1 3 -0.6 4 -0.4 4 -0.5 4 1,001 53 993 75 CC 985 72 967 67 -0.3 -0.3 0 § Abbey Security Pn 1,483 - 0 1 0.3 2 -0.2 3 0.2 1 0.2 1 0.1 2 1,003 36 1,003 35 CCC 1,005 29 1,039 14 0.1 0.4 0 § Abbey Target Guaranteed Pn S1 1,117 - 0 2 0.3 2 0.3 1 0.1 1 0.1 2 0.1 2 1,003 34 1,007 24 C 1,008 23 1,011 25 0.2 0.1 0 Aegon BlackRock Cash Tracker Pn 92 43 0 4 -0.2 4 -0.5 4 -0.6 4 -0.4 4 -0.4 4 998 89 987 88 C 978 87 - - -0.4 - 0 Aegon Mercer Cash (ARC) Pn 103 23.8 0.1 1 0.8 1 0.4 1 0.3 1 0.5 1 0.5 1 1,008 4 1,015 3 C 1,025 3 - - 0.5 - 0 Aegon Mercer Cash Pn 92 23.8 0 4 -0.2 4 -0.5 4 -0.7 4 -0.4 4 -0.5 4 998 91 986 92 C 977 89 - - -0.5 - 0 Av BRStrLqFPPn 97 170.7 0 1 0.4 1 0.1 2 -0.2 3 -0.4 4 -0.5 4 1,004 23 1,003 31 C 994 60 976 61 -0.1 -0.2 0 Av Cash FP Pn Inet 140 477.5 0.1 1 0.4 2 0 3 -0.8 4 -0.5 4 -0.6 4 1,004 27 996 70 CCC 985 73 962 69 -0.3 -0.4 0.1

Page 15: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

142 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ Av Money Market Acc EP 530 - 0 3 0.1 3 -0.2 3 -0.4 4 -0.1 3 -0.2 3 1,001 51 994 72 CC 991 63 983 53 -0.2 -0.2 0 Aviva Cash TESCO Pn 141 - 0 4 -0.1 4 -0.6 4 -0.6 4 -0.6 4 -0.6 4 999 84 987 90 C 975 90 947 81 -0.5 -0.5 0 B&CE EasyBuild Cash 0.6% Pn 378 0.6 0 2 0.2 2 -0.1 3 -0.2 3 -0.1 3 -0.2 3 1,002 42 999 64 CC 997 58 - - -0.1 - 0 B&CE The People’s Pension Cash 0.5% Pn 380 40.4 0 2 0.3 2 0 3 -0.2 3 0.1 2 -0.1 3 1,003 30 1,002 39 CCC 1,002 38 - - 0 - 0 BlackRock Aquila Connect Cash Pn S2 398 802.3 0.1 1 0.7 1 0.4 1 0.3 1 0.5 1 0.4 1 1,007 9 1,013 8 C 1,022 7 1,048 12 0.4 0.5 0 BlackRock Aquila Life Cash Pn S1 394 179 0.1 1 0.7 1 0.3 1 0.3 1 0.5 1 0.4 1 1,007 13 1,013 10 C 1,022 8 1,048 11 0.4 0.5 0 Canlife FIA Insight Liquidity Pn 103 0.7 0.1 1 0.6 1 0.1 1 0.1 1 0.3 1 0.2 2 1,006 20 1,008 20 C 1,013 19 - - 0.3 - 0 Canlife Insight Liquidity Pn 102 1.2 0.1 1 0.8 1 0.3 1 0.3 1 - - - - 1,008 3 1,014 7 C - - - - - - 0 § Canlife Money ML Pn PS2 332 1.9 0 2 0 3 0 2 0 2 0 2 0.1 2 1,000 57 1,000 46 CC 1,001 39 1,002 34 0 0 0 Canlife Money Pn PS4 1,336 19.3 0 2 0.2 2 0.1 2 0.1 1 0.2 1 0.1 2 1,002 40 1,004 28 C 1,007 27 1,008 27 0.1 0.1 0 Cash Pension Series 2 127 1082 0 2 -0.2 4 -0.5 4 -0.6 4 -0.4 4 -0.4 3 998 87 987 89 C 979 85 961 70 -0.4 -0.4 0 § Cler Med GMPP Cash Pn 462 - 0 4 0 3 0 2 0 2 -0.3 4 -0.5 4 1,000 57 1,000 44 CC 992 62 993 51 -0.2 -0.1 0 § Cler Med Managed Cash Pn 897 - 0.1 1 0.7 1 0.3 1 0.2 1 0.5 1 0.4 1 1,007 16 1,012 14 CCC 1,020 12 1,066 4 0.4 0.6 0 Cler Med PP Halifax Trustee Pn 166 - -0.1 4 -0.4 4 -0.5 4 -0.6 4 -0.4 4 -0.2 3 996 99 985 97 C 979 86 981 56 -0.4 -0.2 0 Clerical Medical Cash Pension 334 226.8 0 3 0 4 0 2 0 1 -0.3 4 -0.4 3 1,000 57 1,001 43 CC 993 61 974 62 -0.1 -0.3 0 Clerical Medical Halifax Pension 143 38.4 0 2 0 4 0 2 0 2 -0.7 4 -0.8 4 1,000 57 1,000 50 - 986 71 961 71 -0.3 -0.4 0 § Countrywide CA Deposit Pn 312 0.3 0 2 0.2 2 -0.2 3 -0.2 3 -0.1 3 -0.2 3 1,002 44 997 65 C 995 59 996 50 -0.1 0 0 § Countrywide PS Building Soc Pn 479 0.3 0 3 -0.2 4 -0.4 4 -0.4 4 -0.2 3 -0.4 3 998 94 990 82 C 984 77 968 66 -0.3 -0.3 0.1 § Countrywide SP High Interest Pn 280 8.8 0 2 0.3 2 -0.1 3 -0.1 3 0.1 2 0 2 1,003 35 1,001 42 CC 1,002 37 1,007 31 0 0.1 0 § Equitable Money Pn 487 73.1 0 2 0.3 2 0 3 -0.1 3 0.1 2 0 2 1,003 28 1,002 37 C 1,003 35 1,008 28 0.1 0.1 0 Family Freeway Safety First Pn 130 0.8 0 2 0.3 2 0.2 1 0.3 1 0.6 1 0.6 1 1,003 37 1,008 18 CC 1,020 11 1,056 9 0.4 0.6 0 Fidelity BGI Cash Pn C4 123 - 0.1 1 0.4 1 0.1 1 -0.1 3 0.2 1 0.1 2 1,004 24 1,004 27 C 1,007 28 1,016 22 0.1 0.2 0 Fidelity Cash Pn Cl4 126 - 0 3 0.2 2 -0.2 3 -0.2 3 -0.1 3 -0.1 3 1,002 38 999 63 CC 998 56 998 49 0 0 0 Forester Life Pension Deposit TW Pn 347 - 0 3 0.1 3 -0.3 4 -0.3 4 -0.3 3 -0.4 3 1,001 49 994 73 C 987 66 977 60 -0.3 -0.2 0 Formerly Lloyds TSB Cash Pension 316 6 0 4 -0.3 4 -0.6 4 -0.7 4 -0.5 4 -0.5 4 997 95 984 98 C 974 93 952 79 -0.5 -0.5 0 Formerly Lloyds TSB Guarantd Dep Pn 449 6 0 3 0.1 3 0.1 1 0.1 1 0.1 2 0.1 2 1,001 48 1,003 30 CC 1,005 32 1,008 30 0.1 0.1 0 Guardian Choices Deposit Pn 322 - 0 4 -0.2 4 -0.6 4 -0.7 4 -0.5 4 -0.6 4 998 86 985 94 CC 975 91 977 59 -0.5 -0.2 0 Guardian Corp Deposit Pn 192 - 0 3 0.3 2 -0.1 3 0.1 1 0.5 1 0.4 1 1,003 31 1,004 29 C 1,013 20 1,065 5 0.3 0.6 0.1 Guardian Deposit Pn 787 - 0 4 -0.2 4 -0.6 4 0.2 1 -0.5 4 -0.6 4 998 85 994 71 CC 984 76 977 58 -0.3 -0.2 0.2 § Halifax Money Pension 136 69.9 0 3 0 3 0 2 0 2 0 3 -0.3 3 1,000 57 1,000 50 - 997 57 983 54 -0.1 -0.2 0 § HLL BlackRock Sterling Liquidity Pn 51 1,153 8.3 0.1 1 0.7 1 0.3 1 0.3 1 0.5 1 0.4 1 1,007 10 1,013 9 C 1,022 9 - - 0.4 - 0 Invesco Cash Pn 7 165 7.5 0.1 1 0.9 1 0.6 1 0.6 1 0.8 1 0.7 1 1,009 1 1,021 1 CCCC 1,037 1 1,099 2 0.7 0.9 0 L&G (PMC) Sterling Liquidity Pn G25 1,009 - 0.1 1 0.6 1 0.3 1 0.2 1 - - - - 1,006 17 1,010 17 CCC - - - - - - 0 LF Cash Personal Pn 151 7.7 0 1 0.6 1 0.1 1 0 2 0.2 1 0.1 2 1,006 21 1,007 22 - 1,011 22 1,003 33 0.2 0 0 § London Life Deposit (Prop) Pn (P) 593 - 0 4 0 4 0 2 0 2 0 2 0 3 1,000 57 1,000 50 - 1,000 47 1,000 43 0 0 0 § London Life Deposit Pn (P) 646 - 0 3 0 4 0 3 0 2 0 3 0 3 1,000 57 1,000 50 - 1,000 47 1,000 43 0 0 0 LV= ThrdndlStlgStTrMnyMkt Pn 399 32.7 0 2 0.4 1 0 2 -0.1 3 0.1 2 0.1 2 1,004 25 1,003 32 CCC 1,005 31 1,017 20 0.1 0.2 0 LV= ThrdndlStlgStTrMnyMkt pns2 99 32.8 0.1 1 0.6 1 0.1 1 0.1 1 0.2 1 0.3 1 1,006 19 1,008 19 CCC 1,013 18 1,034 16 0.3 0.3 0 LV= Van Stl S-T MM Pn 97 56.4 0.1 1 0.7 1 0.3 1 0.2 1 0.4 1 0.3 1 1,007 8 1,012 12 - 1,020 13 - - 0.4 - 0 § Medical Sickness Soc Money Pn 192 - 0 2 0 3 0 2 0 2 0 3 0 3 1,000 57 1,000 50 - 1,000 47 1,001 40 0 0 0 MetLife Fidelity Cash Pn 102 3.4 0 2 0.2 2 -0.1 3 -0.3 3 -0.3 4 -0.4 3 1,002 43 997 66 CC 990 64 974 63 -0.2 -0.3 0 MetLife ICS Inst Stg Liq Pn 102 18.5 0.1 1 0.6 1 0.3 1 0.2 1 0.4 1 0.3 1 1,006 18 1,011 16 C 1,018 14 - - 0.4 - 0 § MGM Building Society Pn 230 - 0 4 0.7 1 -1 4 0.7 1 0.1 2 0.2 2 1,007 15 1,005 26 CCC 1,008 24 1,044 13 0.2 0.4 0.3 § MGM Deposit Pn 603 - 0 2 0.7 1 0.4 1 0.2 1 0.2 1 0.1 2 1,007 12 1,012 13 CCC 1,016 16 1,026 17 0.3 0.3 0 § NPI Deposit Pn S1/2 629 - 0 3 0.1 3 0 2 0 2 0 2 0 2 1,001 50 1,001 41 C 1,001 42 1,001 37 0 0 0 OMW BlackRock Cash Pn 90 18.2 0 2 -0.3 4 -0.5 4 -0.5 4 -0.7 4 -0.5 4 997 98 986 93 C 974 92 948 80 -0.5 -0.5 0.1 OMW Deposit Pn 93 181.9 0 2 0 3 -0.3 4 -0.4 4 -0.3 3 -0.3 3 1,000 57 993 76 C 986 67 - - -0.3 - 0 OMW IPL BlkRk Inst Stlg LquPn 103 - 0.1 1 0.7 1 0.3 1 0.3 1 0.4 1 0.4 1 1,007 14 1,013 11 CCC 1,021 10 - - 0.4 - 0 OMW LifeStyle Deposit Pn 136 3.1 0 4 0 3 -0.4 4 -0.4 4 -0.3 3 -0.3 3 1,000 57 992 77 C 986 68 985 52 -0.3 -0.2 0 OMW Prof Fidelity Cash Pn 101 1.9 0.1 1 0.7 1 0.3 1 0.2 1 0.1 2 0.1 2 1,007 11 1,012 15 CC 1,014 17 1,024 18 0.3 0.2 0 § OMW Prof LifeStyle Deposit Pn 166 1.2 0.1 1 0.7 1 0.4 1 0.3 1 0.5 1 0.5 1 1,007 7 1,014 6 C 1,024 5 1,061 8 0.5 0.6 0 OMW Prof Retirement Annuity Cash Pn 308 - 0.1 1 0.8 1 0.4 1 0.3 1 0.5 1 0.5 1 1,008 5 1,014 5 CCC 1,024 6 1,062 7 0.5 0.6 0 OMW Prof Sterling Deposit Pn 348 17.6 0.1 1 0.8 1 0.4 1 0.3 1 0.5 1 0.4 1 1,008 6 1,015 4 C 1,024 4 1,062 6 0.5 0.6 0 § Pearl Cash Unit Linked Pn Ret 462 - 0 2 0.1 2 0 3 -0.4 4 -0.3 4 -0.4 3 1,001 45 997 68 C 990 65 978 57 -0.2 -0.2 0 § Pearl Deposit Pn SHP 169 - 0 2 0.2 2 0 2 -0.6 4 -0.6 4 -0.6 4 1,002 39 996 69 C 984 75 960 75 -0.3 -0.4 0.1 § Pearl Sterling Unit Linked Pn 238 - 0 3 0 3 0 2 -0.6 4 -0.6 4 -0.6 4 1,000 57 994 74 C 982 80 958 76 -0.4 -0.4 0 Pension Portfolio Five Pension Series 2 100 431.1 0.1 1 0.1 3 -0.4 4 0 3 0 2 - - 1,001 46 997 67 CCC - - - - - - 0.1 § Phoenix Alba Building Society Pn 89 - 0 3 0 3 0 2 0 2 0 3 0 2 1,000 57 1,000 50 - 1,000 47 1,000 43 0 0 0 § Phoenix Alba Crusader Cash Pn 303 - 0 2 0.3 2 0 2 0 2 0 2 0 2 1,003 33 1,003 34 C 1,003 36 1,003 32 0.1 0 0 § Phoenix Building Society Pn S1 374 - 0 2 0 3 0 2 0 2 0 3 0 2 1,000 57 1,000 50 - 1,000 47 1,001 39 0 0 0 § Phoenix BULA (ACI) Money Pn 325 - 0 2 0 3 0 2 0 2 0 2 0 2 1,000 57 1,000 50 - 1,000 47 1,000 43 0 0 0 § Phoenix Cash Deposit Pn 158 - 0.1 1 0.8 1 0.5 1 0.4 1 0.4 1 0.3 1 1,008 2 1,017 2 CCCC 1,025 2 1,068 3 0.5 0.7 0 § Phoenix Deposit Pn S1 683 - 0 3 0 3 0 2 0 2 0 2 0 2 1,000 55 1,000 47 C 1,000 45 1,001 38 0 0 0 § Phoenix Deposit S3 Pn 534 - 0 3 0.1 3 0 2 0 2 0 2 0 2 1,001 47 1,001 40 C 1,001 40 1,002 35 0 0 0 § Phoenix SM Cash Pn 404 - 0 3 0 4 0 2 0 3 0 2 0 2 1,000 57 1,000 50 - 1,000 47 1,001 36 0 0 0 Phoenix Wealth BaRInsStrLqPn S4 195 24.6 0 3 0 4 -0.4 4 -0.5 4 -0.3 3 -0.3 3 1,000 57 991 79 C 986 70 - - -0.3 - 0 Phoenix Wealth JPMStgLiquidiPn S4 197 2.5 0 3 0 3 -0.5 4 -0.5 4 -0.3 3 -0.3 3 1,000 57 990 80 C 984 74 971 65 -0.3 -0.3 0 Phoenix Wealth Money Market Pn S4 198 149.6 0 3 0 4 -0.4 4 -0.5 4 -0.3 3 -0.3 3 1,000 57 991 78 C 986 69 974 64 -0.3 -0.3 0 Pru BlkRk AqStgGovLiq Pn 100 6.1 0 4 -0.1 4 -0.4 4 -0.6 4 -0.4 4 -0.3 3 999 81 989 83 CC 982 79 - - -0.4 - 0 ReAssure HL Money Market Pn 1 115 8 0 3 -0.2 4 -0.5 4 -0.6 4 -0.3 3 -0.4 4 998 88 987 87 C 980 84 961 74 -0.4 -0.4 0 ReAssure HL Pensions Money Market Pn 1 215 4.6 0 4 -0.1 4 -0.6 4 -0.6 4 -0.3 3 -0.5 4 999 82 988 85 C 980 83 961 73 -0.4 -0.4 0 ReAssure HL Stkhol Pn MnyMkt Pn 1 215 8.2 0 4 -0.1 4 -0.6 4 -0.6 4 -0.3 3 -0.4 4 999 82 988 85 C 980 82 961 72 -0.4 -0.4 0 § ReAssure NM Deposit Pn 418 203.2 0 2 0.5 1 0.1 1 0.1 1 0.3 1 0.2 1 1,005 22 1,007 23 CC 1,012 21 1,037 15 0.2 0.4 0 Scottish Friendly Cash Pn 135 - -0.1 4 -1 4 0.1 1 -0.9 4 -0.9 4 -0.6 4 990 101 982 99 CC 968 97 943 82 -0.6 -0.6 0.2 SIP Interest Pn S6 1,382 12.4 0 4 -0.5 4 -0.8 4 -1.1 4 -0.9 4 -0.7 4 995 100 976 101 C 960 98 953 78 -0.8 -0.5 0 SL BlackRock Aquila Connect Cash Pn S4 96 - 0 4 -0.2 4 -0.5 4 -0.6 4 -0.4 4 -0.5 4 998 90 987 91 C 978 88 - - -0.4 - 0 SL BlackRock Cash Pn S4 97 40.4 0 4 -0.3 4 -0.6 4 -0.6 4 -0.6 4 -0.7 4 997 96 985 95 C 972 96 - - -0.6 - 0.1 SL BlkRck AqCon Ster GovLiq Pn S4 95 - 0 4 -0.3 4 -0.7 4 -0.7 4 -0.6 4 -0.4 3 997 97 982 100 C 972 95 954 77 -0.6 -0.5 0.1 SLFC (Citibank) Deposit Pn 572 - 0 2 0 4 0 2 0 2 0 2 0.1 2 1,000 57 1,000 50 - 1,001 43 1,012 24 0 0.1 0 SLFC (Laurentian) Mny Mkt Pn 433 - 0 4 -0.2 4 -0.5 4 -0.5 4 -0.3 3 -0.3 3 998 92 988 84 C 982 81 982 55 -0.4 -0.2 0 SLFC Deposit/Money Pn 1,050 14 0 3 0 3 0 2 0 2 0 2 0.1 2 1,000 57 1,000 50 - 1,001 41 1,012 23 0 0.1 0 SLFC Deutsche Managed Sterling Pn 111 1.1 0 2 0.3 2 0 3 -0.1 3 0.1 2 0 2 1,003 29 1,002 36 C 1,003 34 1,010 26 0.1 0.1 0 SMA Pension Trustee Cash Pn 129 - 0.1 1 0.4 1 0.1 1 0 2 0.2 1 0.1 2 1,004 26 1,005 25 C 1,007 25 1,017 21 0.1 0.2 0 SMA Stakeholder Cash Pn 402 - 0 3 0 3 0 2 0 2 0 2 0 3 1,000 56 1,000 48 CCC 1,000 46 1,000 42 0 0 0 Stan Life Money Market Pn S1 177 1203.2 0.1 1 0.2 2 -0.1 3 0 2 0.1 2 0.2 1 1,002 41 1,002 38 C 1,005 30 1,099 1 0.1 1 0 Teachers Cash Pn 329 - 0 2 0.3 2 0.2 1 0.2 1 0.4 1 0.4 1 1,003 32 1,007 21 C 1,016 15 1,056 10 0.3 0.5 0 Wesleyan Deposit Pn S1 289 66.5 0 3 0 3 0 2 0 2 0 3 0 3 1,000 54 1,000 45 C 1,000 44 1,000 41 0 0 0 Wesleyan Risk Averse Pn S2 96 4.3 0 3 -0.2 4 -0.6 4 -0.7 4 -0.6 4 -0.5 4 998 93 985 96 C 974 94 - - -0.5 - 0.1 Zurich BlkRck Stg Liq Pn 111 253.2 0 4 0 3 -0.5 4 -0.5 4 -0.4 4 -0.4 3 1,000 57 990 81 C 983 78 964 68 -0.3 -0.4 0 Zurich FiInDeAcc3/8AP 1,816 91.6 0 4 0 3 0 2 0 2 0 2 0.7 1 1,000 57 1,000 49 CCC 1,007 26 1,023 19 0.1 0.2 0 Zurich FiInDeAcc63/4AP 1,563 91.6 0 4 0 3 0 2 0 3 0 2 0 2 1,000 57 1,000 62 CC 1,000 55 1,000 48 0 0 0 Zurich FiInDeCa3/4AP 463 91.6 0 3 0 3 0 2 0 2 0 2 0 3 1,000 57 1,000 50 - 1,000 47 1,000 43 0 0 0 Ave/Total (F) 6 374 63.3 0 - 0.2 - -0.1 - -0.1 - -0.1 - -0.1 - 1,002 101 999 101 998 98 1,002 82 0 0 0

Page 16: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 143

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

North American Equities § Abbey American Pn 3,669 - 7.4 3 16.3 3 14.2 2 16.5 2 22.9 1 15.9 3 1,163 43 1,548 32 CCC 2,204 26 4,651 11 17.1 16.6 3.4 Aviva American CGU Pn 1,765 5415.2 7.4 3 17.5 2 14.2 3 15.6 2 23.2 1 14.9 4 1,175 14 1,551 30 - 2,197 29 4,452 23 17 16.1 3.5 Aviva American GA Pn S1 1,631 5415.2 7.4 3 17.1 2 13.8 3 15.1 3 22.8 1 14.5 4 1,171 29 1,534 47 - 2,156 43 4,288 38 16.6 15.7 3.5 Aviva US Equity NU Pn 1,472 5415.2 7.4 3 17.2 2 13.9 3 15.3 3 22.9 1 14.6 4 1,172 22 1,540 38 - 2,170 39 4,343 35 16.8 15.8 3.5 Aviva US Equity Pn Inet 752 5415.2 7.4 3 17.6 2 14.3 2 15.6 2 23.3 1 15 4 1,176 13 1,553 28 - 2,200 28 4,465 20 17.1 16.1 3.5 BlackRock Aq Lf USEq Idx Pn S1 1,867 9683 5.5 4 15.8 3 16.9 1 17.1 2 23.3 1 20.2 1 1,158 53 1,585 10 CCCC 2,349 3 - - 18.6 - 3.2 BlackRock Aquila Connect US Equity Pn S2 827 599.5 5.5 4 15.7 3 16.7 1 17.1 2 23.2 1 20.1 1 1,157 54 1,582 12 CCCC 2,341 4 5,024 4 18.5 17.5 3.3 BlackRock Ascent Life US Equity Pn S2 913 - 5.3 4 14.9 3 18.2 1 19.8 1 20.3 2 22.6 1 1,149 55 1,626 3 CCCCC 2,398 2 5,217 2 19.1 18 3.1 Canlife BlkRk US Opps Pn PS4 529 0.7 8.6 1 11.6 4 9.7 4 12.2 4 13.1 4 20.5 1 1,116 87 1,374 91 C 1,872 87 3,663 65 13.4 13.9 3.7 Canlife Fidelity American Pn PS4 397 0.4 6.6 4 17.5 2 10.3 4 13.7 4 12.6 4 16.3 3 1,175 16 1,475 70 CCC 1,931 83 3,456 70 14.1 13.2 2.8 Canlife North American Pn PS4 3,179 11.7 6.6 4 13.3 4 10.5 4 11.2 4 33.8 1 7.8 4 1,133 80 1,393 87 C 2,009 77 3,797 62 15 14.3 3.3 Canlife Tndle AmSel Pn PS4 453 0.9 7.8 2 13.9 3 16.3 1 20.1 1 16.7 3 15.4 3 1,139 70 1,590 7 CCC 2,141 51 4,111 47 16.4 15.2 4.1 Clerical Medical North American Pension 3,279 180.6 7.4 3 14.1 3 14.2 3 15.3 3 21.4 2 17.6 2 1,141 66 1,502 61 CC 2,144 48 4,432 25 16.5 16.1 3.4 CM Boston Co US Opps Pension 3,923 16.6 9 1 5.3 4 13.8 3 18.2 1 8 4 20.6 1 1,053 92 1,417 83 C 1,845 88 3,506 69 13 13.4 5.1 CM Fidelity American Pension 370 14.2 6.7 4 17.4 2 10.2 4 13.8 4 12.6 4 16.6 3 1,174 18 1,472 72 CCC 1,932 82 3,447 71 14.1 13.2 2.8 CM UBS US Equity Pension 4,332 17 8.2 1 13.6 4 10.5 4 21 1 12.6 4 20.6 1 1,136 74 1,519 54 CC 2,063 72 4,091 50 15.6 15.1 4.2 § Equitable North American Pn 2,194 81.8 7.3 3 14.6 3 15 2 15.4 3 21.3 2 18.1 2 1,146 60 1,521 52 CCC 2,179 34 4,591 13 16.9 16.5 3.4 Fidelity North American Equity Pn Cl4 436 - 7.1 4 16.2 3 11.3 3 12.2 4 20.7 2 21.2 1 1,162 45 1,451 78 CC 2,123 57 4,311 37 16.2 15.7 3.2 Formerly Lloyds TSB American Pension 1,433 22.5 7.2 4 13.8 3 14.2 3 14.9 3 21.6 2 15.2 4 1,138 71 1,494 62 CC 2,093 63 4,249 39 15.9 15.6 3.4 § Halifax IM North American Pn 432 - 8.2 1 14.1 3 10.9 4 21.4 1 12.9 4 21.1 1 1,141 67 1,535 46 CC 2,099 61 4,237 41 16 15.5 4.2 § Halifax North American Pension 372 33.3 7.4 3 14.2 3 14.3 2 15.4 3 21.5 2 17.7 2 1,142 64 1,506 57 CC 2,155 45 4,454 22 16.6 16.1 3.4 § HLL Schroder US Mid Cap Pn 51 4,490 1.2 7.9 2 14.2 3 8.4 4 15 3 22.6 2 25.1 1 1,142 65 1,424 82 CCC 2,185 32 - - 16.9 - 3.5 L&G North American G17 Pn SH Inet 324 62.4 7 4 17.9 1 12.8 3 14.3 4 24.3 1 17.3 2 1,179 9 1,521 53 CCC 2,218 24 3,886 61 17.3 14.5 3.1 L&G North American Pn G1 3,522 521 7.1 4 18.4 1 13.3 3 14.8 3 24.9 1 17.8 2 1,184 4 1,539 41 CCC 2,264 11 4,048 53 17.8 15 3.1 L&G US Equity Index G17 Pn SH Inet 370 87.3 7 4 15.9 3 14.4 2 15.8 2 22.3 2 16.8 3 1,159 48 1,536 45 - 2,194 30 4,422 26 17 16 3.5 L&G US Equity Index Pn G1 408 231.9 7 4 16.3 3 14.9 2 16.2 2 22.7 1 17.3 2 1,163 42 1,553 29 CCC 2,236 20 4,589 14 17.5 16.5 3.5 LV= Fidelity Index US Pn S2 196 25.2 7.5 2 18.3 1 14.8 2 16.4 2 23.9 1 - - 1,183 5 1,580 13 - - - - - - - 3.5 LV= Schroder US Mid Cap Pn 418 12.8 7.8 2 13.6 4 7.8 4 14.4 4 22.6 2 25.5 1 1,136 73 1,400 84 CCC 2,155 44 4,242 40 16.6 15.5 3.6 LV= Vanguard US Equity Index Pn 422 26.8 6.9 4 16.9 2 15.1 2 16 2 23.7 1 15.8 3 1,169 32 1,561 21 - 2,236 19 4,667 10 17.5 16.7 3.5 LV= Vanguard US Equity Index Pn S2 459 24.3 6.9 4 16.9 2 15.6 2 16.3 2 24 1 15.8 3 1,169 31 1,572 16 - 2,257 12 4,730 7 17.7 16.8 3.4 M&G PP North America Equity Passive Pn 4,112 102.4 5.5 4 14.6 3 16.4 1 16.7 2 23.5 1 18.2 2 1,146 61 1,556 25 CCC 2,272 9 4,705 8 17.8 16.7 3.2 M&G PP North American Equity Pn 5,390 141.5 5.4 4 12.2 4 16 2 18.6 1 19.8 3 17.4 2 1,122 85 1,543 35 CC 2,170 38 4,599 12 16.8 16.5 3.4 § Medical Sickness Soc North America Pn 427 2.5 5.5 4 2.4 4 11.2 4 17.8 1 16.8 3 10.1 4 1,024 93 1,342 92 C 1,726 90 3,347 74 11.5 12.8 4.1 MetLife Fidelity American Pn 322 5 6.6 4 17.6 2 10.5 4 14.1 4 13 4 17 3 1,176 12 1,482 67 CCC 1,959 80 3,552 67 14.4 13.5 2.7 § MetLife North American Equity Index Pn 386 148.9 7.4 3 17.3 2 13.8 3 15.6 2 22 2 15.6 3 1,173 20 1,544 33 CCC 2,179 33 4,397 29 16.9 16 3.5 MetLife Schroder US Small & Mid Cap Pn 440 - 7.8 2 12.8 4 7.8 4 14.7 3 22.3 2 24.6 1 1,128 84 1,395 85 CCC 2,125 56 4,115 46 16.3 15.2 3.4 North American (ARC) Pn 329 1631.7 7.5 3 17.9 1 14.5 2 16.2 2 20.6 2 13.6 4 1,179 8 1,568 19 - 2,149 46 - - 16.5 - 3.5 North American Equity Tracker (ARC) Pn 345 581 7.5 3 17.9 1 14.5 2 16.4 2 22.7 2 16.3 3 1,179 7 1,571 17 - 2,243 14 - - 17.5 - 3.5 North American Equity Tracker Pn 443 581 7.4 3 16.8 2 13.4 3 15.3 3 21.6 2 15.3 3 1,168 35 1,528 50 - 2,141 50 - - 16.4 - 3.5 North American Pn 1,561 1631.7 7.4 3 16.8 2 13.4 3 15.1 3 19.8 3 12.9 4 1,168 34 1,526 51 - 2,063 73 3,746 63 15.6 14.1 3.5 § NPI Americas Pn S1/2 3,600 - 8.2 1 15.9 3 14.6 2 15.4 3 21.8 2 14.8 4 1,159 50 1,532 49 CC 2,143 49 4,317 36 16.5 15.7 3.6 OMW Fidelity American Pn 4,023 49.1 7.4 3 16.6 2 11 4 13.9 4 12.5 4 16.3 3 1,166 40 1,474 71 CCC 1,929 84 3,436 72 14 13.1 3 OMW Invesco US Equity Pn 1,005 43.5 6.2 4 1.7 4 10 4 16.9 2 17.9 3 9.6 4 1,017 94 1,307 94 C 1,689 91 3,197 75 11 12.3 4.2 OMW IPL BkAq CoUS EqPn 318 - 7.6 2 18.6 1 15.2 2 16.5 2 24 1 17.9 2 1,186 3 1,593 5 CCCC 2,329 5 - - 18.4 - 3.6 OMW IPL LGIMNAmrEqIndPn 356 - 7.6 2 16.9 2 16.4 1 16.6 2 23.2 1 16.2 3 1,169 33 1,585 11 CCC 2,268 10 - - 17.8 - 3.5 OMW Janus Henderson US Growth Pn 1,943 21.3 9.3 1 19.9 1 20.8 1 7.7 4 10.9 4 17.4 2 1,199 2 1,560 22 CCC 2,031 76 4,095 49 15.2 15.1 3.8 § OMW Prof Fidelity Am SplSits Pn 1,831 1.1 6.9 4 10.5 4 8.7 4 9 4 23.5 1 24 1 1,105 89 1,309 93 C 2,005 78 4,349 34 14.9 15.8 3.5 OMW Prof Fidelity American Pn 2,291 0.9 7.5 3 17.4 2 11.8 3 14.5 3 13.5 4 17.3 2 1,174 19 1,504 60 CCC 2,002 79 3,720 64 14.9 14 3 OMW Prof Prof iShrs US Eq IndxUKPn 1,831 9.6 8.5 1 17.1 2 15.4 2 16.6 2 23 1 15.6 3 1,171 28 1,575 15 - 2,240 16 4,550 17 17.5 16.4 3.6 OMW Schroder US Smaller Cos Pn 2,602 30.9 8.4 1 10.2 4 10.3 4 18.2 1 20.4 2 19.9 1 1,102 90 1,435 80 CC 2,072 69 3,936 58 15.7 14.7 4.1 § Phoenix Alba LAS North American Pn LAS 1,540 - 7.4 3 16.7 2 13 3 14.1 4 17.4 3 22.9 1 1,167 39 1,504 59 CC 2,171 37 4,419 27 16.8 16 3.6 § Phoenix GT American Pn Sp Sits 548 - 6 4 0.9 4 9.2 4 15.8 2 16 4 9.7 4 1,009 96 1,276 96 C 1,623 93 2,944 77 10.2 11.4 4.2 § Phoenix GT US & General Pn S1 291 - 6.1 4 0.9 4 9 4 15.7 2 16.1 4 8.9 4 1,009 97 1,271 97 C 1,607 94 2,895 78 10 11.2 4.1 § Phoenix SCP North American Pn Ret 2,772 - 7.4 3 16.4 3 10.7 4 14.7 3 17 3 19.4 1 1,164 41 1,478 69 C 2,063 71 4,082 51 15.6 15.1 3.5 § Phoenix SM Fidelity American Pn 363 - 6.6 4 17.5 2 10.2 4 13.5 4 12.4 4 16.4 3 1,175 17 1,469 73 CCC 1,923 85 3,419 73 14 13.1 2.7 § Phoenix SM North American Pn 2,784 - 7.4 3 16.8 2 10.8 4 14.8 3 17.2 3 19.2 1 1,168 38 1,485 66 CC 2,075 68 4,100 48 15.7 15.2 3.5 Phoenix Wealth AqCnctUSEqIxPn S4 937 35.9 7.6 2 17.7 1 14.4 2 15.6 2 23.1 1 17 3 1,177 11 1,557 24 CCCC 2,242 15 4,671 9 17.5 16.7 3.6 Phoenix Wealth EliteNorAmEqPn S4 820 96.6 7.1 4 16.2 3 12.7 3 15 3 19.4 3 18.6 2 1,162 44 1,506 58 CC 2,132 55 4,006 54 16.3 14.9 3.4 Phoenix Wealth iShrsNthAmEqIdxPn S4 449 47.1 7.4 3 17 2 13.6 3 15.7 2 21.6 2 15.5 3 1,170 30 1,538 44 - 2,159 41 - - 16.6 - 3.5 Phoenix Wealth Schroder US Mid Cap Pn S4 741 21.2 7.8 2 13.3 4 7.6 4 14.4 4 21.8 2 24.4 1 1,133 79 1,395 86 CCC 2,113 58 - - 16.1 - 3.5 Pru Ex-DSF American Pn 752 - 7.6 2 15.9 3 15 2 19 1 20.7 2 17.8 2 1,159 52 1,586 9 CCC 2,256 13 5,016 5 17.7 17.5 3.7 Pru FRIA North American Pn 166 - 7.5 3 14.7 3 13.9 3 17.8 1 - - - - 1,147 59 1,538 43 CC - - - - - - 3.7 Pru North American (ex M&G) Pn 166 - 7.5 3 14.8 3 13.8 3 17.9 1 - - - - 1,148 56 1,540 39 CC - - - - - - 3.7 Pru North American Pn Ser A 406 46 7.5 3 14.7 3 13.9 3 17.8 1 19.5 3 16.6 3 1,147 58 1,539 42 CC 2,146 47 4,536 19 16.5 16.3 3.7 Pru Nth Amern Eq Pass Pn 514 33.4 5.5 4 14.3 3 16.1 2 16.2 2 23.2 1 17.7 2 1,143 63 1,543 34 CCC 2,239 17 4,560 16 17.5 16.4 3.2 Pru Schroder US Mid Cap Pn Ser A 450 2.1 7.8 2 13.3 4 7.3 4 13.8 4 21.9 2 23.6 1 1,133 78 1,385 90 CCC 2,087 64 3,957 57 15.9 14.7 3.5 § ReAssure GLP Nth Am 4 Star S1 Pn 2,317 5.5 7.5 2 16.8 2 14.7 2 15.1 3 22.6 2 14.6 4 1,168 37 1,543 36 CCC 2,167 40 4,233 42 16.7 15.5 3.5 § ReAssure GLP Nth Am Acc 90 S1 Pn 1,954 4.8 7.5 3 15.9 3 13.9 3 14.3 4 21.6 2 13.8 4 1,159 51 1,508 56 CC 2,086 65 3,924 60 15.8 14.6 3.5 § ReAssure Nth American Eq Trk Pn 409 6.4 7.6 2 18.1 1 14.7 2 15.9 2 24.6 1 17.7 2 1,181 6 1,570 18 - 2,303 7 4,830 6 18.2 17.1 3.6 § ReAssure Nth American Equity Pn 475 28.4 7.6 2 17.3 2 15.1 2 15.5 3 23 1 15 4 1,173 21 1,559 23 CCC 2,204 27 4,367 31 17.1 15.9 3.5 RLP American Pn 1,667 4262.5 7.5 3 17.2 2 13.5 3 15.2 3 21.7 2 16.5 3 1,172 26 1,533 48 CC 2,175 35 4,409 28 16.8 16 3.6 RLP BlackRock ACS US Equity Index Pn 408 68.6 7.5 2 17.5 2 14.2 3 15.4 3 23.1 1 16.9 3 1,175 15 1,549 31 CCCC 2,230 22 4,564 15 17.4 16.4 3.5 RLP Schroders US Mid Cap Pn 344 30.6 7.8 2 13.2 4 7.3 4 14.2 4 21.9 2 24.2 1 1,132 82 1,388 88 CCC 2,101 60 - - 16 - 3.5 RLP US Cre + (MrNrthAmrnEq) Pn 236 33.4 6.6 4 10.6 4 10.2 4 13.6 4 12.4 4 16.5 3 1,106 88 1,385 89 CCC 1,813 89 2,796 79 12.6 10.8 3.6 Royal London (UF/As) North America S2 Pn 961 - 7.4 3 17.2 2 14 3 15.4 3 21.9 2 16.3 3 1,172 27 1,542 37 CC 2,186 31 4,455 21 16.9 16.1 3.6 § Royal London US Growth Pn S2 293 - 7.4 3 11.8 4 10.4 4 20.6 1 13.1 4 20.7 1 1,118 86 1,489 64 CC 2,033 75 3,960 56 15.2 14.8 4.2 Scottish Widows NorthAmrPn 237 310.3 7.3 3 14.5 3 14.7 2 15.4 3 22.2 2 15.4 3 1,145 62 1,515 55 CC 2,136 54 4,380 30 16.4 15.9 3.5 SIP BlRk Nth Am Eq Tkr Pn S8 369 2 8.4 1 16.8 2 14.9 2 16.6 2 23 1 15.4 3 1,168 36 1,565 20 - 2,220 23 - - 17.3 - 3.6 SIP HSBC American Index Pn S8 347 0.6 8.3 1 17.2 2 15.3 2 16.6 2 24 1 17.6 2 1,172 25 1,577 14 - 2,300 8 - - 18.1 - 3.7 § SIP Invesco Perpetual US Equity Pn S6 901 1.1 6.1 4 1.5 4 9.9 4 16.6 2 17 3 9.7 4 1,015 95 1,301 95 C 1,670 92 3,136 76 10.8 12.1 4.2 SIP North American Equity Pn S6 1,340 300.6 6.9 4 8 4 14.1 3 15.8 2 19.1 3 12.6 4 1,080 91 1,428 81 C 1,915 86 3,623 66 13.9 13.7 3.5 SLFC (Citibank) America Pn 1,592 - 8 1 13.5 4 12.9 3 13.9 4 19.6 3 19.2 2 1,135 75 1,461 74 C 2,083 66 4,124 44 15.8 15.2 3.7 SLFC (Laurentian) America Pn 1,026 - 8 2 13.4 4 12.8 3 13.8 4 19.4 3 19 2 1,134 77 1,456 77 C 2,069 70 4,051 52 15.7 15 3.7 SLFC (Liberty) American Pn 263 - 8 1 13.3 4 12.7 3 13.7 4 19.3 3 18.8 2 1,133 81 1,450 79 C 2,056 74 4,000 55 15.5 14.9 3.7 SLFC North American Pn 8,729 266.7 8 1 13.5 4 12.9 3 13.9 4 19.6 3 19.2 2 1,135 76 1,461 75 C 2,082 67 4,124 45 15.8 15.2 3.7 Stan Life North American Equity Pn S1 1,499 633.8 7.4 3 15.9 3 10 4 17 2 18.8 3 20.7 1 1,159 49 1,492 63 CC 2,139 52 4,440 24 16.4 16.1 3.5 Stan Life Thredneedle AmSel Pn S3 375 - 7.8 2 14 3 16.1 2 20 1 16.6 3 15.3 3 1,140 69 1,589 8 CCC 2,137 53 4,166 43 16.4 15.3 4.1 Stan Life US Equity Tracker Pn S3 397 862.7 6.8 4 16 3 15.2 2 16.3 2 21.9 2 18 2 1,160 47 1,554 27 - 2,235 21 4,541 18 17.4 16.3 3.4 Stan Life Vanguard US Equity Pn S3 315 876.1 6.8 4 16 3 15.2 2 16.3 2 21.8 2 18.2 2 1,160 46 1,554 26 - 2,238 18 - - 17.5 - 3.4 SW BaillGiff NorthAmrEq Pn 519 131.7 7.1 4 19.9 1 33.7 1 23.6 1 26.9 1 23.4 1 1,199 1 1,982 1 CCCC 3,103 1 6,123 1 25.4 19.9 5.2

Page 17: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

144 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

SW Schr US sm Cos Pn 636 101.4 7.8 2 12.8 4 9.6 4 18 1 19.5 3 20.9 1 1,128 83 1,460 76 CC 2,110 59 3,930 59 16.1 14.7 3.9 SW SSGA North Amr Eq Idx Pn 385 139 7.4 3 17.2 2 13.8 3 15.4 3 22.8 1 14.9 4 1,172 24 1,539 40 - 2,173 36 4,355 33 16.8 15.9 3.5 Wesleyan North American Shares Pn S2 325 6.1 9 1 14.8 3 17.1 1 19 1 17.8 3 17.3 2 1,148 57 1,599 4 CCC 2,209 25 - - 17.2 - 3.9 § Zurich American Equity Pn AP 1,349 374.9 8.2 1 13.6 4 13.8 3 15.2 3 15.5 4 13.8 4 1,136 72 1,489 65 C 1,957 81 3,545 68 14.4 13.5 3.9 Zurich American Select Pn Inet 556 4.2 7.8 2 14 3 16.1 2 20.3 1 17.1 3 15.7 3 1,140 68 1,593 6 CCC 2,158 42 4,360 32 16.6 15.9 4.1 Zurich JPM US Equity Income Pn Inet 1,127 - 7.5 3 17.7 1 12.6 3 11.6 4 23.1 1 15 4 1,177 10 1,480 68 CCC 2,095 62 - - 15.9 - 3.2 Zurich Threadneedle American Pn 1 EP 2,872 4.2 8.5 1 17.2 2 16.8 1 19.9 1 17.9 3 19.2 2 1,172 23 1,641 2 CCCC 2,307 6 5,097 3 18.2 17.7 3.8 Ave/Total (F) 6 1,302 484.9 7.3 - 14.7 - 13.4 - 15.8 - 20.1 - 17.3 - 1,147 97 1,508 97 2,123 94 4,172 79 16.2 15.3 3.6 S&P 500 TR GBP - 5.4 15 16.1 16.1 23.3 19.6 1,150 1,551 2,287 4,728 18 16.8 3.2

Protected/Guaranteed Funds Canlife FIA Multi Ass Prot Pn 150 6.8 0.9 2 4.2 1 2.4 2 8.4 1 3.5 2 7 1 1,042 6 1,156 6 CC 1,280 3 - - 5.1 - 1 Canlife Index Managed (80% Protected) Pn 119 20 2.8 1 2.4 2 1.2 2 4.1 2 - - - - 1,024 15 1,079 20 CC - - - - - - 1.7 Canlife Inv Mul-Ass Pr Pn 122 13.7 0.8 2 4.1 1 2.5 2 8.3 1 - - - - 1,041 8 1,156 7 - - - - - - - 1 Canlife Invstc MAsset Protr Pn PS4 168 4 0.7 3 2.9 2 2.2 2 7.3 1 1.6 3 6.2 1 1,029 13 1,128 12 CC 1,218 12 1,598 5 4 4.8 1 § Countrywide SP Guarantee Plus Pn 691 200.1 1.2 2 2 2 3.7 1 4.4 2 5.7 1 5.3 1 1,020 17 1,104 17 - 1,229 10 1,717 2 4.2 5.6 1.4 LV= Investec MAP2 Pn S2 123 1.3 0.8 2 4.2 1 2.4 2 8.4 1 3.5 2 7.3 1 1,042 7 1,156 5 - 1,285 2 - - 5.1 - 1 MetLife Protected Growth 70 Pn 160 2.4 3.1 1 3.9 2 6.5 1 12.8 1 3.9 2 4 2 1,039 10 1,248 1 - 1,348 1 - - 6.2 - 2.1 MetLife Protected Growth 80 Pn 141 9.9 2.4 1 2.3 2 4.7 1 9.3 1 2.4 2 2.9 3 1,023 16 1,171 3 - 1,234 9 - - 4.3 - 1.6 MetLife Protected Growth 90 Pn 119 4.9 1.3 2 1.4 3 2.3 2 4.8 2 0.8 3 1.5 3 1,014 18 1,087 19 - 1,113 18 - - 2.2 - 0.9 OMW Investec Multi Asset Protector Pn 113 0.6 1.1 2 3 2 2.2 2 6.9 1 - - - - 1,030 12 1,125 13 CC - - - - - - 1.1 § Phoenix Alba GPS Untsd Captl GuarPn 244 - 0.3 3 3.6 2 3.2 1 3.6 2 4.9 2 3.3 3 1,036 11 1,108 15 - 1,201 13 1,437 8 3.7 3.7 0 § Phoenix SM FTSE 100 Pn 172 - 0 4 0 4 0 3 0.1 3 0.1 4 0 4 1,000 23 1,001 24 - 1,002 24 1,009 14 0 0.1 0 § Phoenix SM FTSE 95 Pn 113 - 0 4 0 4 0 4 3.5 2 0.9 3 -1.2 4 1,000 23 1,035 23 - 1,032 20 959 18 0.6 -0.4 1.8 Phoenix Wealth ArchMMDvPrt70Pn S3 275 - 2.6 1 6.5 1 2.9 2 8 1 2 3 4.5 2 1,065 1 1,183 2 - 1,260 7 - - 4.7 - 1.8 Phoenix Wealth ArchMMDvPrt80Pn S3 248 1.6 2.1 1 4.6 1 1.7 2 5.1 2 0.9 3 2.5 3 1,046 4 1,118 14 - 1,156 17 - - 2.9 - 1.3 Phoenix Wealth ArchMMDvPrt85Pn S4 220 0.4 1.6 1 2.6 2 0.6 3 2.9 3 -0.7 4 1 4 1,026 14 1,062 22 - 1,065 19 - - 1.3 - 0.9 Protected Growth Cashlock Pn 97 3.6 0 4 -0.2 4 -0.5 4 -0.6 4 -0.4 4 -0.4 4 998 30 987 30 CCCC 979 27 982 17 -0.4 -0.2 0 § ReAssure AL Peak Performance 2013 Pn 125 - 0 4 0 4 0 4 0 4 0 4 0 4 1,000 23 1,000 25 - 1,000 25 1,077 13 0 0.7 0 § ReAssure AL Peak Performance 2014 Pn 140 - 0 4 0 3 0 3 0 4 0 4 0 4 1,000 23 1,000 25 - 1,000 25 1,231 12 0 2.1 0 § ReAssure AL Peak Performance 2016 Pn 145 - 0 4 0 4 0 3 0 4 0.3 4 1.1 4 1,000 23 1,000 25 - 1,015 21 1,339 11 0.3 3 0 § ReAssure AL Peak Performance 2030 Pn 211 1.8 1.7 1 5.5 1 1.4 2 -0.2 4 11 1 6 1 1,055 2 1,068 21 - 1,257 8 1,840 1 4.7 6.3 1.5 SIP Investec Multi Asset Protector Pn S8 156 0.3 1.2 2 3.9 2 3 1 7.8 1 2.7 2 6.6 1 1,039 9 1,153 8 CC 1,263 5 - - 4.8 - 1.1 SLOC Flexible Portf Guaranteed Pn 465 - 0.4 3 4.3 1 4.5 1 4.7 2 5.1 1 5.1 1 1,043 5 1,142 9 - 1,260 6 1,654 3 4.7 5.2 0 SLOC Guaranteed Acc Pn 1,265 - 0.5 3 5 1 5.1 1 5 2 5 2 5 2 1,050 3 1,159 4 - 1,278 4 1,642 4 5 5.1 0.1 SLOC Maple Leaf Guaranteed Cap Pn 228 - 0 3 0 4 0 3 0 3 0 4 0.2 4 1,000 23 1,000 25 - 1,002 23 1,006 16 0 0.1 0 SLOC Maple Leaf Universal Growth Pn 204 - 0 4 0 3 0 3 0 4 0 4 0.2 4 1,000 23 1,000 25 - 1,002 22 1,007 15 0 0.1 0 Zurich MM Protd Pf Pn ZP G2 829 12 2.4 1 1 3 2.8 2 5.6 1 2.7 2 4 2 1,010 20 1,096 18 - 1,171 16 1,505 6 3.2 4.2 1.6 Zurich MMgr Protected Profits Pn Inet 156 19 2.4 1 1.3 3 3 1 5.9 1 3 2 4.1 2 1,013 19 1,105 16 - 1,184 14 1,400 9 3.4 3.4 1.6 § Zurich Protected Profits Pn Inet 183 6.9 2.7 1 0.1 3 4.9 1 8.5 1 1.9 3 5.3 1 1,001 22 1,139 10 - 1,223 11 1,498 7 4.1 4.1 1.7 Zurich Tracker Protected Profits Pn Inet 146 4.4 2 1 0.8 3 3.7 1 8.7 1 1.3 3 2.3 3 1,008 21 1,136 11 - 1,178 15 1,389 10 3.3 3.3 1.6 Ave/Total (F) 6 251 10.5 1.2 - 2.3 - 2.2 - 4.8 - 2.3 - 3.1 - 1,023 30 1,097 30 1,157 27 1,349 18 2.9 2.8 0.9

Specialist Aegon BlackRock Consensus (ARC) Pn 206 691.2 3.2 2 7.7 1 6.5 1 11.6 2 12.2 1 6.6 2 1,077 1,280 CC 1,530 - 8.9 - 2.1 Aegon BlackRock Consensus Pn 251 691.2 3.2 2 6.7 2 5.5 2 10.6 2 11.2 2 5.6 3 1,067 1,245 CC 1,462 2,288 7.9 8.6 2.1 Aviva BlackRock Consensus Pn Inet 213 905.9 3.8 1 7.2 2 6.2 1 11 2 11.6 2 6 2 1,072 1,265 - 1,497 2,375 8.4 9 2.1 Aviva Diversified Assets II Pn Inet 225 3981.2 3.6 1 9.2 1 5.5 2 11.4 2 9.7 2 8.6 2 1,092 1,284 CC 1,530 - 8.9 - 2 Aviva Diversified Assets Pn Inet 225 3981.2 3.6 1 9.2 1 5.5 2 11.4 2 9.7 2 8.6 2 1,092 1,284 - 1,530 1,944 8.9 6.9 2 Aviva YP Diversified Assets II Pn CGU 144 3981.2 3.7 1 9.9 1 6.1 2 12.1 1 - - - - 1,099 1,307 CCCC - - - - 2 BlackRock Aquila Connect Consensus Pn S2 874 709.5 2.9 2 6.9 2 7.1 1 11.8 1 11.9 2 7.1 2 1,069 1,280 CCCC 1,534 2,526 8.9 9.7 2 Canlife BlackRock UK Abs Alp Pn PS4 119 0.2 -0.3 4 1.1 4 -0.9 4 2.6 4 0.6 4 12.7 1 1,011 1,028 CCC 1,165 1,144 3.1 1.4 1 Canlife BNY Mellon Real Return Pn PS4 116 0.2 0.9 4 7.1 2 0.7 3 -4.5 4 8.6 2 1.9 4 1,071 1,029 CCC 1,139 - 2.6 - 1.3 Canlife BR Eurpn Abs Alp Pn PS4 126 0.2 -0.9 4 4.2 3 2.5 3 -2.3 4 2.6 3 7.7 2 1,042 1,043 CCC 1,152 - 2.9 - 1 Canlife Global Infrastructure Pn PS4 161 15.5 2.5 2 14.2 1 -1.3 4 13.9 1 18 1 -1.1 4 1,142 1,285 CCCCC 1,500 - 8.4 - 2.8 Clerical Medical Absolute Return Pension 125 2.2 0.5 4 -2.7 4 -0.8 4 1 4 -2.2 4 1.2 4 973 974 C 964 1,237 -0.7 2.2 0.5 § Clerical Medical Target Return Pension 174 16.3 0.9 4 2.7 3 1 3 4.5 3 -1.5 4 1.1 4 1,027 1,084 C 1,079 1,336 1.5 2.9 1.3 CM Newtn MA Div Ret Pn 192 6.9 2.2 2 3.4 3 1.5 3 11 2 4.3 3 4.6 3 1,034 1,165 CC 1,271 1,795 4.9 6 1.4 § Countrywide SP Retirement Income Pn 473 - 1.2 3 8.7 1 2.7 3 3.3 3 13 1 11.5 1 1,087 1,153 CCC 1,453 2,165 7.8 8 4.3 Fidelity BGI Consensus Pn 4 798 - 3.7 1 7.7 1 5.9 2 11 2 11.6 2 6.5 2 1,077 1,266 CCCC 1,504 2,386 8.5 9.1 2.1 Fidelity Schroder Difd Growth Pn 4 163 - 1.6 3 1.7 4 2.9 3 6.8 3 -0.7 4 4.9 3 1,017 1,117 C 1,164 1,717 3.1 5.6 1.4 § HLL European Balanced Pn 51 2,192 0.6 2.9 2 6.5 2 2.5 3 15.7 1 17.1 1 -0.4 4 1,065 1,264 CCCCC 1,473 - 8.1 - 2.3 JLT Growth Pn 2 117 - 0 4 0 4 2.2 3 6.4 3 0.7 4 4.8 3 1,000 1,088 CCC 1,149 - 2.8 - 0.5 Kames Core Plus (ARC) Pn 152 656.3 1.7 3 7.3 2 1 3 0.6 4 13.3 1 8.4 2 1,073 1,091 CC 1,339 - 6 - 1.7 Kames Core Plus Pn 194 656.3 1.6 3 6.4 2 0.1 4 -0.4 4 12.2 1 7.4 2 1,064 1,061 CC 1,280 1,831 5.1 6.2 1.7 L&G Consensus G17 Pn SH Inet 279 190.9 3.3 2 6.2 2 5.9 2 12 1 10.3 2 6.1 2 1,062 1,260 CC 1,473 2,258 8.1 8.5 2 L&G Consensus Index PMC Pn G25 3,424 18.8 3.8 1 7.7 1 6.4 1 12.8 1 11.1 2 5.8 3 1,077 1,291 CC 1,518 2,453 8.7 9.4 2.2 L&G Consensus Pn G1 264 333 3.4 2 6.6 2 6.4 1 12.4 1 10.7 2 6.4 2 1,066 1,274 CC 1,501 2,346 8.5 8.9 2 L&G StwtInv AsiaPac Ldrs Pn G25 463 11.4 3.6 1 7.3 2 9.2 1 9.8 2 18.9 1 9.5 1 1,073 1,286 CC 1,674 3,057 10.9 11.8 3.1 LV= HC Stirling House Balanced Pn S2 134 8.6 2.5 2 6.9 2 1.8 3 7.9 2 7.7 2 6.9 2 1,069 1,174 CC 1,352 - 6.2 - 1.4 LV= Schroder Dynamic Multi Asset Pn S2 136 0.9 1.8 3 2.9 3 3.6 2 6.2 3 -0.1 4 7.2 2 1,029 1,132 C 1,213 - 3.9 - 1.4 LV= Sentinel Defensive Portfolio Pn S1 151 1.5 0.6 4 1.1 4 -1.1 4 3.7 3 -0.4 4 2.9 4 1,011 1,036 C 1,062 1,426 1.2 3.6 0.4 LV= Sentinel Defensive Portfolio Pn S2 144 1.5 0.6 4 1.6 4 -0.6 4 4.3 3 0.1 4 3.4 3 1,016 1,053 C 1,090 1,487 1.7 4 0.4 M&G PP Absolute Return Pn 2,769 42.8 1.9 3 4.5 3 4.9 2 15.8 1 6.4 3 6.3 2 1,045 1,269 CCC 1,435 2,228 7.5 8.3 1.6 M&G PP Episode Allocation Pn 1,270 97.3 1.5 3 2.3 3 2.5 3 17 1 1.2 4 - - 1,023 1,226 CCCC - - - - 2 M&G PP Episode Income Pn 1,378 64.4 1.8 3 3.8 3 5.3 2 13.6 1 - - - - 1,038 1,241 CCCCC - - - - 1.6 M&G PP Total Return Credit Pn 1,122 - 0.5 4 2.9 3 0.9 3 5.4 3 2.5 3 - - 1,029 1,095 C - - - - 0.6 OMW AXA Framlington Global Technology Pn 630 13.5 10.4 1 21.8 1 29.2 1 30.3 1 21.5 1 24.7 1 1,218 2,051 CCCC 3,109 6,092 25.5 19.8 5 OMW AXA Framlington Health Pn 1,845 37.2 6.3 1 7.5 2 6.6 1 3 3 7.4 2 36.5 1 1,075 1,180 C 1,730 3,826 11.6 14.4 4 OMW Insight Broad Opportunities Pn 116 - 1 4 4.2 3 2.5 3 5.8 3 -0.4 4 - - 1,042 1,130 CC - - - - 1.4 OMW IPL Baillie Gif Div Gth Pn 123 - 0 4 -0.1 4 3.3 2 8.2 2 2.3 3 5.3 3 999 1,116 CC 1,202 - 3.8 - 1.1 OMW IPL BkAqla Co Mk Adv Pn 131 - 1.2 3 5.2 2 3.9 2 4 3 6 3 3.1 4 1,052 1,136 CC 1,242 - 4.4 - 1.2 OMW IPL BNY Mellon Real Return Pn 131 - 1 4 8.2 1 1.5 3 -3.6 4 9.7 2 2.9 4 1,082 1,058 C 1,195 - 3.6 - 1.3 OMW Janus Henderson Global Tech Pn 1,228 46.6 10.2 1 17.7 1 22.4 1 33.9 1 22.1 1 14 1 1,177 1,929 CCC 2,685 5,148 21.8 17.8 4.7 OMW Stew Invs Asia Pac Ldr Pn 658 37.6 3.5 1 6.6 2 8.4 1 9 2 18 1 8.8 2 1,066 1,259 CC 1,615 2,858 10.1 11.1 3.1 Pension Portfolio Four Pension Series 2 221 5910.2 2.7 2 6.8 2 2.5 3 8 2 12.1 1 6.5 2 1,068 1,181 CCCC 1,410 2,280 7.1 8.6 1.6 Pension Portfolio One Pension Series 2 253 1747 4.1 1 6.5 2 7.6 1 18 1 12.8 1 5.1 3 1,065 1,352 CCC 1,603 2,741 9.9 10.6 2.9 Pension Portfolio Three Pension Series 2 239 6870.8 3.4 1 6.7 2 5.1 2 12.9 1 12.7 1 6 3 1,067 1,266 CCC 1,511 2,506 8.6 9.6 2.2 Pension Portfolio Two Pension Series 2 240 15807.8 3.8 1 6.6 2 6.2 1 15.2 1 12.8 1 5.2 3 1,066 1,304 CCC 1,548 2,613 9.1 10.1 2.5 § Phoenix SCP Technology Pn Ret 4,641 - 8.4 1 19.8 1 20.4 1 33.8 1 21.9 1 15.1 1 1,198 1,930 CCCCC 2,707 5,054 22 17.6 4.5 § Phoenix SM AXA Framlington Health Pn 473 - 5.6 1 8.8 1 6.4 1 2.8 3 6.8 2 35.3 1 1,088 1,189 C 1,719 3,849 11.4 14.4 3.8 § Phoenix SM FS Gbl Emerging Mkts Pn 708 - 2.5 2 3.6 3 4 2 12.5 1 21.1 1 -5.4 4 1,036 1,213 CC 1,388 2,479 6.8 9.5 3 § Phoenix SM Schroder Medical Discovery Pn 434 - 6 1 12.1 1 10 1 4.1 3 13.3 1 26.9 1 1,121 1,283 CCC 1,844 3,832 13 14.4 3.2 Phoenix Wealth AqlCConsnMgPn S4 475 115.4 3.7 1 7.5 2 5.7 2 10.8 2 11.4 2 5.9 3 1,075 1,259 CCCC 1,485 2,346 8.2 8.9 2.1

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Money Management | September | 2019 | 145

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Phoenix Wealth ArcMAPasIntrmdPn S4 454 32 3.4 2 7.2 2 6.1 2 8.7 2 11.8 2 6.5 2 1,072 1,236 CCCCC 1,472 2,187 8 8.1 1.7 Phoenix Wealth ArctDifdRlAssPn S4 229 30.1 0.9 4 3.3 3 0 4 4.4 3 5.9 3 - - 1,033 1,079 C - - - - 1 Phoenix Wealth StwInAsPaLdrPn S4 727 33.4 3.4 2 7.6 1 8.3 1 9.5 2 16.8 1 9.9 1 1,076 1,276 CC 1,638 2,881 10.4 11.2 2.9 Pru Absolute Return Pn S3 Inet 301 17.8 1.9 3 4.1 3 4.8 2 15.7 1 6.4 3 6.3 2 1,041 1,262 CCCC 1,428 - 7.4 - 1.6 Pru Bailie Gif Dvsfd Gth Pn 147 37.2 0.8 4 3 3 2.4 3 7.9 2 2.7 3 5.4 3 1,030 1,138 - 1,232 - 4.3 - 1.4 Pru BlkRk Aq Consensus Pn 276 25.5 0.8 4 6.7 2 5.2 2 12.9 1 9.3 2 8.6 2 1,067 1,268 CCCC 1,505 - 8.5 - 2.3 Pru BlkRk Aqula Mkt Adv Pn S3 150 18.7 0.9 4 5.3 2 4 2 4.4 3 6.3 3 4.3 3 1,053 1,144 CCCC 1,268 - 4.9 - 1.3 Pru FRIA SI Asia Pac Lrs Pn 296 - 2.5 2 6.7 2 8.3 1 9.5 2 16.8 1 9.8 1 1,067 1,265 CC 1,622 2,855 10.2 11.1 2.9 Pru SI Asia Pac Lrs Pn 372 8.9 2.5 2 6.7 2 8.2 1 9.4 2 16.7 1 9.7 1 1,067 1,263 CC 1,617 2,842 10.1 11 2.9 ReAssure HL JPM Div Gth Pn 1 144 0.3 1.9 3 4 3 4.9 2 9.3 2 6.3 3 7 2 1,040 1,193 C 1,356 1,641 6.3 5.1 1.7 ReAssure HL World Selection Dynamic Pn 1 258 97.9 4 1 6.8 2 7.2 1 14 1 13.5 1 6.6 2 1,068 1,306 CCC 1,579 2,467 9.6 9.5 2.6 § ReAssure NM Newton Phoenix Pn 163 0.8 2.4 2 3 3 1.1 3 10.2 2 3.9 3 3.7 3 1,030 1,147 CCCC 1,236 1,709 4.3 5.5 1.4 ReAssure RoyalLonUKEqtyIncPPBPn 127 0.8 3.6 1 1.8 4 6.4 1 10.2 2 - - - - 1,018 1,193 CC - - - - 2.9 RLP Absolute Return Government Bond Pn 94 516.8 -0.3 4 -0.2 4 -0.8 4 0.3 4 -0.5 4 - - 998 993 C - - - - 0.3 RLP AsPacCre+(StAsPacLead)Pn 242 56.5 3.3 2 7.4 2 8.1 1 9.4 2 16.6 1 9.7 1 1,074 1,270 CC 1,625 - 10.2 - 2.9 RLP BlackRock Consensus 85 Pn 287 145 3 2 5.4 2 5.1 2 10.5 2 11.2 2 5.7 3 1,054 1,225 CCCC 1,439 2,252 7.6 8.5 2.1 RLP Cash Plus Pn 95 959.1 0 4 0.1 4 -0.4 4 -0.3 4 -0.1 4 -0.2 4 1,001 994 - 991 - -0.2 - 0.1 SIP FState Gbl EM Ldrs Pn S8 204 0.6 2.2 2 -0.5 4 5.1 2 12.4 1 21.4 1 -1.7 4 995 1,175 C 1,403 - 7 - 3.2 SIP Jupiter Fincl Opps Pn S8 257 0.2 8.8 1 15 1 15.5 1 19.8 1 4.9 3 17 1 1,150 1,592 CCCC 1,954 2,356 14.3 8.9 3.8 SIP Sanlam Global Financial Pn S8 248 - 4.7 1 3.8 3 6.5 1 41.6 1 7 2 0.8 4 1,038 1,565 CCCC 1,688 3,606 11 13.7 4.2 SIP Sarasin AgriSar Pn S8 288 - 6.1 1 11.4 1 17.3 1 14 1 21.6 1 4.9 3 1,114 1,489 CCCCC 1,900 2,688 13.7 10.4 3.1 SL BlackRock Aq Con Consensus Pn S3 205 - 3.6 1 7.2 2 5.5 2 10.6 2 11.1 2 5.6 3 1,072 1,251 CCCC 1,469 2,299 8 8.7 2.1 Stan Life AtRe(AcPlUn)Pn 3 122 294.2 1.6 3 3.4 3 1.5 3 5 3 3.8 3 5.4 3 1,034 1,102 CC 1,206 - 3.8 - 1 Stan Life SLI Ab Rt GlBdStrtgsPn S3 100 462.2 0.5 4 1.2 4 -2.8 4 -0.3 4 1.2 4 - - 1,012 981 C - - - - 0.5 Stan Life SLI Gbl AbsRtn Strt Pn S3 150 - 1.1 3 3.1 3 -3.1 4 1.8 4 -5.3 4 5.8 3 1,031 1,017 CC 1,018 1,454 0.4 3.8 1.1 Vitality InvtTgtdAbsRtnBdPn 197 0.2 0.3 4 -0.9 4 -5.1 4 0.3 4 -0.4 4 0 4 991 944 C 940 - -1.2 - 0.5 Zurich Aquila Consensus Pn Inet 206 156.5 3.7 1 7.9 1 6.2 1 11.3 2 11.9 2 6.3 2 1,079 1,276 CCCC 1,516 2,405 8.7 9.2 2.1 Zurich Aquila Market Advantage Ret ZP 704 - 0.8 4 5.2 2 4.2 2 4.3 3 6.3 3 3.4 3 1,052 Zurich Baill Giff DivGth Pn 797 366.6 2 3 2.3 3 2.8 3 7.6 2 1.8 4 4.7 3 1,023 Zurich StanLifeGblARSrPn 629 84 1.2 3 3.5 3 -2.8 4 2.3 4 -4.8 4 6.1 2 1,035 1,028 CC 1,039 - 0.8 - 1.1 Ave/Total (F) 6 497 637.5 2.7 - 5.9 - 4.8 - 9.4 - 8.7 - 7.3 - 1,059 1,224 1,466 2,549 7.5 9.2 2

Sterling Corporate Bond Aegon UK Corporate Bond (ARC) Pn 162 1076.1 1.7 2 8.1 1 0.4 1 3.1 2 11.2 1 6.8 1 1,081 11 1,119 8 CC 1,330 6 - - 5.9 - 1.4 Aegon UK Corporate Bond Pn 252 1076.1 1.6 3 7.3 2 -0.4 3 2.4 3 10.4 2 6 2 1,073 30 1,095 36 CC 1,281 25 1,862 28 5.1 6.4 1.4 Av BRCrpBdAlStIdxTkFPPn 157 138.1 1.8 1 7.5 1 0.1 2 1 4 10.9 2 5.6 2 1,075 23 1,087 48 - 1,272 36 - - 4.9 - 1.5 Aviva BR CorpBd InTr Pn 187 162.8 1.7 2 7.5 1 -0.4 3 1.1 4 11.4 1 6.1 2 1,075 21 1,082 54 CCC 1,278 30 1,858 29 5 6.4 1.5 Aviva Corporate Bond Pn Inet 388 275.1 1.6 3 6.9 2 -0.4 3 2 3 10.2 2 6.3 1 1,069 36 1,086 49 CC 1,271 38 1,974 12 4.9 7 1.3 Aviva Lntst SF Corp Bd Pn 411 181.5 1.9 1 7 2 -0.1 2 6.6 1 9.7 3 6.2 2 1,070 34 1,141 2 CCC 1,328 8 2,104 4 5.8 7.7 1.4 BlackRock AqCo CrBdAllSt Pn S2 577 1123.2 2 1 8.1 1 0.3 1 2.2 3 12.2 1 6.8 1 1,081 14 1,108 17 - 1,328 9 1,992 9 5.8 7.1 1.4 BlackRock AqLf CBd IdAlSt Pn S1 643 1190.1 2 1 8 1 0.2 1 1.8 4 12 1 7.5 1 1,080 15 1,102 22 CCC 1,327 10 1,970 13 5.8 7 1.3 Canlife Corporate Bond Pn PS4 233 86.3 1.5 3 7 2 -1 4 3.5 2 9.2 3 5.5 2 1,070 35 1,097 32 CCC 1,265 39 1,724 57 4.8 5.6 1.2 Canlife Invesco Perp Corp Bd Pn PS4 188 0.9 1 4 4.5 4 -0.2 2 3.5 2 5.6 4 2.7 4 1,045 77 1,079 58 CCCC 1,170 71 1,752 48 3.2 5.8 0.9 Canlife M&G Corporate Bond Pn PS4 186 0.7 1.7 2 5.8 3 -0.3 2 2 3 10 2 4.1 3 1,058 59 1,076 66 CCC 1,232 54 1,797 39 4.3 6 1.1 Canlife Sht Dur Corp Bd Pn PS4 103 82.2 0.3 4 1 4 -0.3 2 2.2 3 2.7 4 2.3 4 1,010 83 1,029 87 C 1,081 81 - - 1.6 - 0.2 Clerical Medical Corporate Bond Pension 186 8.7 1.7 2 6.8 2 0.5 1 3.8 1 9.2 3 4.9 3 1,068 40 1,114 13 CCC 1,276 34 1,837 31 5 6.3 1.3 CM Fidelity MoneyBuilder Income Pension 197 9.9 1.4 4 6.1 3 -1.3 4 1.5 4 9.5 3 5.8 2 1,061 53 1,063 80 CC 1,232 55 1,777 44 4.3 5.9 1.3 CM Invesco Perp Corp Bd Pn 204 23.6 1 4 4.5 4 -0.3 3 3.5 2 5.5 4 2.6 4 1,045 75 1,078 62 CCCC 1,167 73 1,762 45 3.1 5.8 0.8 CM Schroder Corporate Bond Pension 215 6.1 1.4 4 8 1 1 1 4.1 1 11.4 1 4.9 3 1,080 16 1,135 3 CCCC 1,327 11 1,749 51 5.8 5.7 1.5 Fidelity BGI Corp Bd Id All St Pn 4 207 - 2.3 1 7.4 2 -0.3 2 1.6 4 11.6 1 6.2 1 1,074 26 1,089 44 CCC 1,290 22 1,906 20 5.2 6.7 1.4 Fidelity UK Corporate Bond Pn Cl4 243 - 1.5 3 7.3 2 -0.3 3 4.4 1 10 2 6.9 1 1,073 31 1,117 9 CCC 1,314 15 2,068 7 5.6 7.5 1.3 § HLL Fidelity MoneyBuilder Income Pn 51 2,071 2.8 1.5 3 6.9 2 -0.5 3 2.3 3 10.4 2 6.6 1 1,069 37 1,088 46 CC 1,280 28 - - 5.1 - 1.3 § HLL Franklin UK Corporate Bond Pn 51 2,075 0.6 2.1 1 8.6 1 -0.4 3 - - - - - - 1,086 7 - - - - - - - - - - § HLL Invesco Corp Bond Pn 51 2,102 3.5 1 4 5.3 4 0.5 1 4.1 1 6.4 4 3.4 4 1,053 64 1,102 25 CCCC 1,212 64 - - 3.9 - 0.9 Invesco UK Corporate Bond Pn 5 320 4.7 1 4 5.3 4 0.4 1 4 1 6.3 4 3.3 4 1,053 67 1,099 28 CCC 1,206 66 1,887 24 3.8 6.6 0.9 L&G Invesco Perp Corp Bd Pn G25 206 5.8 1.2 4 5.3 4 0.5 1 4.3 1 5.7 4 3 4 1,053 65 1,104 18 CCCC 1,202 67 1,856 30 3.7 6.4 0.8 L&G Jns Hnd Stg Bd G17 Pn 1,662 5.4 1.7 2 6.5 3 -1 4 3.2 2 10 2 5.6 2 1,065 45 1,088 47 CCC 1,263 40 2,068 8 4.8 7.5 1.3 L&G M&G Strategic Corporate Bond Pn G25 238 5.4 1.8 1 6.4 3 -0.1 2 4.4 1 7.3 4 3.6 4 1,064 47 1,110 15 CCC 1,233 52 1,881 26 4.3 6.5 1.1 L&G PMCAAAAAACorpBdAllStksIdxPn G25 2,205 8.1 1.6 3 7.4 2 0.4 1 0.3 4 12.1 1 7.2 1 1,074 25 1,081 56 - 1,300 19 1,828 33 5.4 6.2 1.4 LV= M&G Corporate Bond Pn 199 11.7 1.7 2 6.3 3 0.2 1 2.5 3 10.8 2 5.2 2 1,063 48 1,092 40 CCC 1,272 37 1,865 27 4.9 6.4 1.1 LV= M&G Corporate Bond Pn S2 204 11.3 1.7 2 6.9 2 0.7 1 3 2 11.3 1 5.5 2 1,069 39 1,109 16 CCC 1,302 18 1,953 15 5.4 6.9 1.1 § LV= UK Corporate Bond Pn 257 11 1.7 2 7.4 2 0.2 1 4.5 1 10.7 2 6.2 1 1,074 28 1,125 5 CCCC 1,322 12 2,092 6 5.7 7.7 1.4 LV= Vngurd UK Inv Grd Bd Idx Pn S2 148 74.5 1.5 3 7.4 2 0.6 1 1.6 4 12.2 1 6.2 1 1,074 29 1,097 33 - 1,307 17 - - 5.5 - 1.4 MetLife Fidelity Corporate Bond 10yr Pn 126 76.9 2.1 1 9.5 1 -1.5 4 2.1 3 - - - - 1,095 4 1,102 23 CC - - - - - - 1.6 MetLife Fidelity Corporate Bond 20yr Pn 139 46.9 3.2 1 15.7 1 -1.4 4 -4 4 - - - - 1,157 1 1,095 35 C - - - - - - 3.2 MetLife Fidelity Corporate Bond 3yr Pn 112 27.3 0.7 4 3 4 -0.4 3 5.2 1 - - - - 1,030 80 1,079 60 C - - - - - - 0.8 MetLife Fidelity Corporate Bond 5yr Pn 117 342.7 1.2 4 5 4 -0.9 4 4.8 1 - - - - 1,050 70 1,091 41 CC - - - - - - 0.9 OMW IPL BkAq CoCrpBd All StksPn 140 - 2.4 1 8.1 1 0 2 2 3 12 1 6.6 1 1,081 13 1,103 20 CC 1,316 13 - - 5.6 - 1.5 OMW IPL L&G AAA CrpBdOv15YIx Pn 146 - 3.5 1 13.7 1 -2.1 4 0.9 4 20.8 1 6.5 1 1,137 2 1,122 6 CC 1,445 2 - - 7.6 - 2.7 OMW IPL L&G Pre-Retirement Pn 153 - 2.5 1 10.5 1 -0.1 2 0 4 19.1 1 10.3 1 1,105 3 1,104 19 CC 1,450 1 - - 7.7 - 2.2 OMW M&G Corporate Bond Pn 241 8.9 1.9 1 5.8 3 0 2 1.6 4 10.1 2 3.2 4 1,058 56 1,075 68 CCC 1,222 59 1,786 42 4.1 6 1.1 OMW M&G Strategic Corp Bond Pn 237 9.5 1.8 2 5.6 4 -0.8 4 3.6 2 7.1 4 3 4 1,056 63 1,085 50 CCC 1,197 69 1,804 37 3.7 6.1 1.1 OMW Merian Corporate Bond Pn 168 6.2 2 1 7.1 2 -0.1 2 1.3 4 9.1 3 1.5 4 1,071 33 1,083 53 CCC 1,199 68 2,096 5 3.7 7.7 1.3 OMW QIInvtGdCrpBd(Inv) Pn 224 18.2 1.1 4 4.3 4 -0.7 3 2.7 2 6.6 4 1.8 4 1,043 79 1,064 78 CCCC 1,154 78 1,727 56 2.9 5.6 0.8 § Phoenix SCP Pref & Fixed Interest Pn Ret 614 - 1.9 1 8.2 1 -0.7 3 2.1 3 10.6 2 5.5 2 1,082 10 1,098 30 CC 1,281 24 1,976 11 5.1 7.1 1.5 § Phoenix SCP(K) AB Fxd Int Pn Inst 805 - 1.9 1 8.2 1 -0.7 3 2.1 3 10.5 2 5.6 2 1,082 8 1,098 31 CC 1,280 26 1,978 10 5.1 7.1 1.5 § Phoenix SM Corporate Bond Pn 211 - 1.9 1 8.8 1 -0.2 2 2.6 2 10.8 2 5.1 3 1,088 6 1,116 10 CCC 1,299 20 1,912 19 5.4 6.7 1.4 Phoenix Wealth FidelityMoiIncPn S4 330 5.7 1.4 4 6.2 3 -1.2 4 1.6 4 9.4 3 5.7 2 1,062 52 1,066 76 CC 1,232 53 - - 4.3 - 1.3 Phoenix Wealth IvscoCopBdPn S4 401 45.5 1 4 4.5 4 -0.3 2 3.4 2 5.4 4 2.5 4 1,045 74 1,078 61 CCCC 1,166 75 1,751 49 3.1 5.8 0.8 Phoenix Wealth KamInveGrBdPn S4 305 21.1 1.6 3 4.7 4 -0.3 3 3.8 1 8.2 3 6 2 1,047 71 1,083 52 CCC 1,242 49 - - 4.4 - 1.2 Phoenix Wealth M&G Corporate Bond Pn S4 409 25.5 1.7 2 5.8 3 -0.3 2 1.7 4 9.8 3 3.9 3 1,058 60 1,074 70 CCC 1,224 57 1,799 38 4.1 6 1.1 Pru BlkRkAqAllStkCorBdIxPn 205 6.4 1.5 3 7.5 1 -0.7 3 2.7 2 9.5 3 6.4 1 1,075 24 1,096 34 CCC 1,277 32 - - 5 - 1.3 Pru Corporate Bond Pn Pre A 249 42.1 1.8 2 6.6 3 0.5 1 2.6 2 10.7 2 4.7 3 1,066 43 1,099 27 CCC 1,274 35 1,945 16 5 6.9 1.1 Pru Ex-DSF Corporate Bond Pn 284 - 1.8 1 7.5 1 1.4 1 3.5 2 11.7 1 5.6 2 1,075 22 1,129 4 CCC 1,331 5 2,122 3 5.9 7.8 1.1 Pru FRIA M&G Corporate Bond Pn 306 - 1.7 2 6.7 3 0.6 1 2.6 2 10.9 2 4.8 3 1,067 41 1,101 26 CCC 1,279 29 1,943 17 5 6.9 1.1 Pru M&G Stratg Corp Bd Pn 208 3.9 1.5 3 5.8 3 -0.6 3 4.1 1 7.2 4 3.6 4 1,058 61 1,094 37 CCC 1,216 62 1,822 34 4 6.2 1.1 ReAssure HL M&G Corporate Bond Pn 1 218 0.2 1.9 1 6.3 3 0.5 1 2.1 3 10.4 2 4.7 3 1,063 49 1,091 43 CCC 1,261 41 1,888 23 4.7 6.6 1.1 ReAssure M&G Strtgc Corp Bd PPB Pn 113 0.5 1.7 2 5.3 4 -0.7 3 3.5 2 - - - - 1,053 66 1,082 55 CCC - - - - - - 1 § ReAssure NM Corporate Bond Pn 233 5.4 1.7 2 8.2 1 0.2 1 2.9 2 10.9 1 6.3 1 1,082 9 1,115 11 CCC 1,315 14 1,923 18 5.6 6.8 1.4 ReAssure Re Acc Cor Bd Pn 120 17.4 1.7 2 8.1 1 0.1 2 2.8 2 10.9 2 - - 1,081 12 1,113 14 CCC - - - - - - 1.4 RLP BlackRk UKAlStCrBdId Pn 166 38.5 1.7 2 6.3 3 -0.9 4 1.9 3 11.3 1 4.8 3 1,063 50 1,073 71 CCC 1,251 47 1,752 47 4.6 5.8 1.4 RLP Invesco Corporate Bond Pn 152 17.1 0.9 4 4.6 4 -0.3 2 3.4 2 5.7 4 2.6 4 1,046 73 1,079 59 CCCC 1,170 72 - - 3.2 - 0.9 RLP Medium (10yr) Corporate Bond Pn 232 1123.4 1.9 1 9.2 1 -0.5 3 3.1 2 13 1 8.2 1 1,092 5 1,120 7 CCC 1,369 3 2,287 1 6.5 8.6 1.8 RLP Short (5yr) Corporate Bond Pn 195 735.6 1 4 4.7 4 -0.2 2 3.9 1 7.6 4 4.8 3 1,047 72 1,085 51 CC 1,224 58 1,809 36 4.1 6.1 0.9 RLPPC UK Corporate Bond Pn 275 1460.4 1.8 1 7.8 1 1.3 1 4.6 1 10.5 2 7.8 1 1,078 19 1,142 1 CCCC 1,361 4 2,279 2 6.4 8.6 1.3

Page 19: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

146 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ Royal London Fid Mny Bldr Inc Pn 166 - 0.6 4 2.2 4 -1.5 4 0.7 4 9.2 3 4.7 3 1,022 82 1,014 88 CC 1,159 77 1,631 59 3 5 1.1 § Royal London Henderson Sterling Bond Pn 131 - 1.6 3 6 3 -1.5 4 2.2 3 9.5 3 3.8 4 1,060 55 1,067 75 CCC 1,213 63 1,731 55 3.9 5.6 1.3 Scot Eq Corporate Bond Tracker 120 986.8 2.3 1 6.9 2 -0.9 4 1.2 4 10.8 2 5.7 2 1,069 38 1,072 72 - 1,255 43 - - 4.7 - 1.4 Scot Eq Corporate Bond Tracker ARC 118 986.8 2.4 1 7.9 1 0 2 2.2 3 - - - - 1,079 18 1,102 21 - - - - - - - 1.4 Scot Wid Corp Bd Pn 214 182.3 2 1 7.8 1 -1.3 4 2.9 2 10.8 2 6.1 2 1,078 20 1,094 38 CC 1,285 23 1,956 14 5.1 6.9 1.5 SIP InvescoPerp Corp Bd Pn S8 205 0.4 1.1 4 5.2 4 0.5 1 4.1 1 6.3 4 3.3 4 1,052 68 1,102 24 CCCC 1,210 65 1,836 32 3.9 6.3 0.8 SIP JPMorgan Sterl Cop Bd Pn S8 162 0.3 2 1 7.4 2 -0.6 3 2.4 3 12.2 1 5.8 2 1,074 27 1,094 39 CC 1,298 21 - - 5.4 - 1.4 SIP M&G High Interest Pn S8 121 1 0.7 4 2.8 4 0.6 1 2.8 2 2.6 4 1.9 4 1,028 81 1,063 79 CC 1,112 80 - - 2.1 - 0.6 SIP M&G Strategic Corporate Bond Pn S8 211 0.6 1.8 1 6.5 3 0.1 2 4.6 1 8.1 3 3.9 3 1,065 44 1,115 12 CCC 1,252 46 1,904 21 4.6 6.7 1.1 Stan Life Corporate Bond Pn S4 254 2429.7 1.8 2 7.2 2 -0.8 4 2.4 3 11.1 1 5.9 2 1,072 32 1,088 45 CC 1,280 27 1,899 22 5.1 6.6 1.4 Stan Life Invesco Corporate Bond Pn S3 204 - 0.9 4 4.5 4 -0.3 2 3.4 2 5.5 4 2.6 4 1,045 76 1,078 63 CCCC 1,166 74 1,745 53 3.1 5.7 0.9 Stan Life M&G Corporate Bond Pn S3 201 - 1.6 3 5.8 3 -0.3 2 2 3 9.9 3 4 3 1,058 57 1,076 64 CCC 1,230 56 1,797 40 4.2 6 1.1 Stan Life Vagd UKInv GdeBd IxPn S3 148 - 1.7 2 6.4 3 -1.1 4 1.1 4 11.1 1 5.6 2 1,064 46 1,063 81 - 1,248 48 - - 4.5 - 1.4 SW Fid MoneyBuilder Inc Pn 190 43 1.4 4 6.2 3 -1.2 4 1.6 4 9.6 3 5.9 2 1,062 51 1,067 74 CC 1,239 51 1,793 41 4.4 6 1.3 SW Inv Perp Corp Bd Pn 251 154.2 0.9 4 4.5 4 -0.4 3 3.4 2 5.5 4 2.6 4 1,045 78 1,076 67 CCCC 1,164 76 1,748 52 3.1 5.7 0.8 SW SSGA NGltStgBdAlstkIdxPn 184 144.2 1.7 2 6.6 3 -1.4 4 1.1 4 11.4 1 5.7 2 1,066 42 1,063 82 - 1,252 45 1,784 43 4.6 6 1.4 Wesleyan Corporate Bond Pn S2 143 1.1 1.3 4 6.1 3 -2.4 4 2.8 2 4.6 4 1.4 4 1,061 54 1,064 77 C 1,129 79 - - 2.5 - 0.9 Zurich AqlaCorBdAlStkIdPn 237 891.3 2.4 1 7.9 1 -0.1 2 1.9 4 11.8 1 6.5 1 1,079 17 1,098 29 - 1,309 16 - - 5.5 - 1.5 Zurich Fidelity Moneybuilder Inc Pn Inet 205 3.9 1.3 4 5.8 3 -1.4 4 1.3 4 9.2 3 5.5 2 1,058 58 1,057 84 CC 1,217 61 1,750 50 4 5.8 1.3 Zurich M&G Corporate Bond Pn Inet 983 4.1 1.7 2 5.7 4 -0.4 3 2 3 9.7 3 3.5 4 1,057 62 1,074 69 CCC 1,220 60 1,812 35 4.1 6.1 1.1 Zurich M&G Strat Corp Bd Pn 788 2.6 1.5 3 5.2 4 -1.3 4 3.6 1 6.7 4 2.7 4 1,052 69 1,076 65 CCC 1,179 70 - - 3.3 - 1.1 Ave/Total (F) 6 355 186.8 1.6 - 6.7 - -0.3 - 2.6 - 9.6 - 4.9 - 1,067 1,091 1,255 1,883 4.6 6.5 1.3

Sterling Fixed Interest Aegon Mercer Active UK Bonds (ARC) Pn 137 - 1.6 3 7.1 2 0.4 1 -0.3 2 14 1 8.7 1 1,071 19 1,072 16 CC 1,328 7 - - 5.8 - 1.5 Aegon Mercer Active UK Bonds Pn 125 - 1.5 3 5.8 4 -0.9 4 -1.3 3 12.8 1 7.6 1 1,058 57 1,035 59 CC 1,257 35 - - 4.7 - 1.5 Av Fixed Interest AP Inet 256 169.3 1.9 1 6.6 3 -0.3 3 -1.4 3 10.8 3 6.9 2 1,066 36 1,047 47 CCCC 1,241 51 1,706 34 4.4 5.5 1.6 Av Fixed Interest EP 1,552 - 1.6 2 6.7 2 0.2 2 -0.7 2 12.9 1 6.5 3 1,067 27 1,061 26 CCC 1,277 24 1,744 24 5 5.7 1.5 Av Fixed Interest FP Pn Inet 281 193 1.8 1 7.4 1 0.5 1 0 1 12.1 2 5.5 4 1,074 12 1,080 12 CCC 1,278 22 1,761 21 5 5.8 1.7 Av Fixed Interest IE/XE Inet 396 - 1.6 2 6.9 2 0.4 2 -0.6 2 13.1 1 6.7 3 1,069 22 1,066 19 - 1,286 18 1,770 19 5.2 5.9 1.5 B&CE EasyBuild Annuity 0.8% Pn 105 - 3.3 1 11.5 1 0.3 2 - - - - - - 1,115 1 - - - - - - - - - - B&CE EasyBuild Pre-Retirement 0.6% Pn 772 0.4 1.9 1 5.8 4 1.7 1 4.7 1 19.4 1 9.8 1 1,058 58 1,126 2 CCCCC 1,476 2 - - 8.1 - 1.3 Canterbury Fixed Interest Pn 206 - - - 5 4 0.2 2 0.2 1 10.9 3 6.6 3 1,050 64 1,054 35 CCC 1,247 44 1,522 51 4.5 4.3 1.5 § Cler Med EIPP Gilt & Fixed Pn 1,406 - 1.3 4 7.1 2 -0.1 3 -0.5 2 10.3 4 6.5 3 1,071 18 1,065 20 CC 1,252 41 1,698 35 4.6 5.4 1.4 § Cler Med FRP Gilt & Fixed Interest Pn 966 - 1.2 4 6.6 3 -0.6 4 -1 3 9.8 4 6 4 1,066 33 1,049 42 CC 1,221 59 1,593 44 4.1 4.8 1.4 § Cler Med GMPP Gilt & Fixed Interest Pn 956 - 1.2 4 6.6 3 -0.6 4 -1 3 9.8 4 6 4 1,066 31 1,049 43 CC 1,221 58 1,593 45 4.1 4.8 1.4 § Cler Med Managed Fixed Interest Pn 2,455 - 1.3 4 7.3 1 0.1 2 -0.3 2 10.6 3 6.8 2 1,073 14 1,071 17 CC 1,264 31 1,709 33 4.8 5.5 1.4 Clerical Medical Gilt&FixedInt Pn 668 103.2 1.6 2 6.4 3 -0.6 4 0.4 1 10 4 5.5 4 1,064 39 1,062 24 CCC 1,233 57 1,627 42 4.3 5 1.4 § Countrywide SP Gilt Pn 602 78.7 1.5 3 7.1 2 0.6 1 -2.2 4 13.6 1 8 1 1,071 20 1,054 36 CC 1,293 15 1,695 36 5.3 5.4 1.9 Fidelity Newton Long Corporate Bond Pn 4 238 - 2.4 1 10.2 1 -0.4 4 1.9 1 16.5 1 8.7 1 1,102 2 1,119 3 CC 1,417 3 2,249 2 7.2 8.4 2.1 Fidelity UK Aggregate Bond Pn Cl4 215 - 1.4 3 7.6 1 0.3 2 2.5 1 11.9 3 7.8 1 1,076 8 1,107 4 CCC 1,336 6 2,001 5 6 7.2 1.6 Guardian Choices Fixed Interest Pn 926 - 1.6 2 6.3 3 -0.5 4 -0.5 2 11.9 3 6.4 3 1,063 45 1,053 37 CC 1,254 38 1,711 30 4.6 5.5 1.6 Guardian Corp Fixed Interest Pn 349 - 1.6 2 6 4 0.4 1 -0.7 2 12.1 2 6.8 2 1,060 54 1,056 33 C 1,264 30 1,730 26 4.8 5.6 1.5 Guardian Fixed Interest Pn 2,979 - 1.6 2 6.3 3 -0.5 4 -0.5 2 11.9 3 6.4 3 1,063 46 1,053 38 CC 1,254 39 1,710 31 4.6 5.5 1.6 Guardian Index Linked Gilt Pn 1,070 - 1.6 2 6.3 3 -0.5 4 -0.5 2 11.9 3 7.6 1 1,063 44 1,053 39 CC 1,267 27 1,768 20 4.9 5.9 1.6 Invesco Fixed Interest Pn 5 328 47.8 1.2 4 5.9 4 -0.1 3 2.9 1 8.5 4 3.1 4 1,059 56 1,089 10 CCC 1,219 60 1,884 7 4 6.5 0.9 M&G PP All Stock Corporate Bond Pn 3,454 3658.5 2 1 8.3 1 0.4 1 3.9 1 12.1 2 7.3 2 1,083 5 1,129 1 CCCCC 1,358 5 2,109 3 6.3 7.7 1.4 M&G PP Fixed Interest Pn 64,401 64.6 2.1 1 6.8 2 1.4 1 -2.3 4 13.9 1 9.9 1 1,068 23 1,059 29 CC 1,326 9 1,800 11 5.8 6.1 1.8 § Medical Sickness Soc Fixed Interest Pn 387 0.8 0.7 4 2.4 4 -0.5 4 -1.7 3 7.8 4 5.7 4 1,024 66 1,001 67 CC 1,141 62 1,413 55 2.7 3.5 0.7 § MGM Fixed Interest Pn 2,315 - 1.7 2 7.8 1 0.2 2 2.1 1 10.1 4 6.9 2 1,078 7 1,103 7 CCCC 1,298 13 1,849 8 5.3 6.3 1.5 NFU Mutual Fixed Interest Pn S1 990 291.2 1.5 3 6 4 0.1 3 -0.1 2 10.1 4 8.4 1 1,060 53 1,060 27 CCC 1,266 28 1,782 14 4.8 5.9 1.2 NFU Mutual FRA Fixed Interest Pn S4 132 291.2 1.5 3 6.2 3 0.2 2 0.1 1 10.3 4 8.6 1 1,062 50 1,064 21 CCC 1,275 25 - - 5 - 1.2 NFU Mutual PPA Fixed Interest Pn S3 249 291.2 1.5 3 5.6 4 -0.3 3 -0.4 2 9.7 4 8 1 1,056 60 1,049 44 CC 1,243 45 1,717 28 4.4 5.6 1.2 NFU Mutual Skthldr Fxd Int Pn S1 249 291.2 1.5 3 5.6 4 -0.3 3 -0.4 2 9.7 4 8 1 1,056 60 1,049 44 CC 1,243 45 1,717 28 4.4 5.6 1.2 § NPI Fixed Interest Pn S1/2 1,894 - 1.6 2 6.6 3 0.2 2 -2.4 4 12.8 2 7 2 1,066 29 1,043 52 CC 1,259 33 1,617 43 4.7 4.9 1.7 OMW Aberdeen Stg Short Tm Gov Bd Pn 94 1.4 0.2 4 0.8 4 -1.6 4 -1.8 3 1.5 4 - - 1,008 69 974 68 - - - - - - - 0.3 OMW IPL Insight UK Broad Market Bond Pn 135 - 1.8 1 7.2 2 0.7 1 1.1 1 11.5 3 6.9 2 1,072 17 1,091 9 CCC 1,301 11 - - 5.4 - 1.5 OMW Prof Fixed Interest Pn 858 17.8 1.5 3 6.6 3 0.3 2 2.8 1 10.1 4 6.7 2 1,066 34 1,098 8 CCCCC 1,291 16 1,960 6 5.2 7 1.2 § OMW Sterling Fixed Interest Pn 1,957 25.5 1.4 3 5.8 4 -0.5 4 2 1 9.3 4 5.9 4 1,058 59 1,073 14 CCCCC 1,243 49 1,817 10 4.4 6.2 1.2 § Pearl Fixed Interest Pn SHP 285 - 1.6 3 6.1 4 0 3 -3 4 12.7 2 6.8 2 1,061 52 1,030 62 C 1,240 53 1,554 49 4.4 4.5 1.8 § Phoenix Alba Fxd Int Post 95 Pl Pn 994 - 1.6 3 6.8 2 -0.6 4 -1 3 11.3 3 6.2 3 1,068 24 1,051 40 CC 1,243 47 1,775 16 4.4 5.9 1.6 § Phoenix Alba LAS Fixed Interest Pn LAS 994 - 1.6 3 6.8 2 -0.6 4 -1 3 11.3 3 6.2 3 1,068 24 1,051 40 CC 1,243 47 1,775 16 4.4 5.9 1.6 § Phoenix BULA (ACI) Fixed Interest Pn 669 - 2 1 6.6 3 -0.1 3 -1.7 3 11.2 3 6.6 3 1,066 28 1,047 48 CC 1,241 50 1,683 38 4.4 5.3 1.6 § Phoenix SM Gilts & Fixed Interest Pn 1,016 - 1.4 3 6.4 3 0 3 -2.5 4 12.3 2 6.5 3 1,064 40 1,037 56 C 1,240 52 1,592 47 4.4 4.8 1.8 Phoenix Wealth Elite Bond Pn S4 364 189.6 1.2 4 5.4 4 -0.5 4 -1.2 3 10.9 3 2.2 4 1,054 62 1,037 55 CC 1,175 61 1,669 39 3.3 5.3 1.5 Phoenix Wealth Fixed Interest Pn S4 374 33.8 1.3 4 6.3 3 -0.2 3 0.1 1 10.6 3 5.1 4 1,063 43 1,063 23 CCC 1,235 56 1,691 37 4.3 5.4 1.5 Phoenix Wealth TeamsActiveBalBdPn 285 4.7 2.4 1 9.8 1 2.7 1 -1.9 4 23.6 1 13.8 1 1,098 3 1,106 6 CCC 1,557 1 2,484 1 9.3 9.5 3 Phoenix Wealth VgUKSTInvGrdBdPn S4 215 1.9 0.7 4 2.3 4 -0.7 4 1 1 3.2 4 1.9 4 1,023 67 1,026 63 - 1,079 64 - - 1.5 - 0.4 Pru All Stocks Corporate Bond Pn S3 Inet 291 36.9 2 1 7.9 1 0.1 2 2.4 1 11.9 2 7.2 2 1,079 6 1,107 5 CCCCC 1,328 8 2,015 4 5.8 7.3 1.3 Pru Fixed Interest Pn S1 630 0.9 2.1 1 6.6 3 1 1 -2.8 4 13.4 1 9.3 1 1,066 32 1,047 49 CC 1,296 14 1,710 32 5.3 5.5 1.8 Pru Fixed Interest S3 Pn Inet 253 30.3 2.1 1 6.5 3 1 1 -2.6 4 13.4 1 9.4 1 1,065 37 1,047 46 CC 1,300 12 1,721 27 5.4 5.6 1.8 ReAssure HL Fixed Interest (S32) Pn 1 117 - 1.4 4 6.6 3 0.4 1 -2.5 4 - - - - 1,066 35 1,043 53 C - - - - - - 1.8 ReAssure HL Pen UK FxdInt Pn 1 506 7 1.4 4 6.4 3 0.1 2 -2.8 4 12.5 2 7.5 2 1,064 41 1,036 57 C 1,252 42 1,522 50 4.6 4.3 1.8 ReAssure HL Skthldr UK FxdInt Pn 1 506 26.9 1.4 4 6.4 3 0.1 2 -2.8 4 12.5 2 7.5 2 1,064 41 1,036 57 C 1,252 43 1,522 52 4.6 4.3 1.8 ReAssure HL UK Fixed Interest Pn 1 222 0.9 1.4 4 6.3 3 0.2 2 -2.8 4 12.4 2 7.6 2 1,063 47 1,035 60 C 1,252 40 1,522 53 4.6 4.3 1.8 RLP Fixed Interest Pn 1,179 310.7 1.2 4 6.2 3 0.2 2 -1.6 3 12.4 2 6.7 2 1,062 49 1,046 50 CC 1,255 37 1,739 25 4.6 5.7 1.7 § Royal London Fixed Interest Pn S2 223 - 1.3 4 6 4 -0.4 4 -3.2 4 13.2 1 8.6 1 1,060 55 1,021 64 C 1,255 36 1,651 40 4.7 5.1 1.8 § Royal London Schroders Active UK Bond Pn 187 - 1.5 3 5.2 4 0.8 1 -2.5 4 12.6 2 6.4 3 1,052 63 1,033 61 CC 1,238 55 1,472 54 4.4 3.9 1.7 Royal London UF/As Fxd Int S2 Pn 919 - 1.2 4 6.4 3 0 3 -0.4 2 11.5 3 6.5 3 1,064 38 1,060 28 CC 1,259 34 1,586 48 4.7 4.7 1.5 SLFC (Laurentian) Gilt Edge Pn 907 - 1.6 2 7.4 1 0.1 2 -1.9 4 13 1 6.5 3 1,074 13 1,055 34 CC 1,271 26 1,756 22 4.9 5.8 1.7 SLFC (Lrntn Trdnt) Glt-Edg Pn 2,353 - 1.6 2 7.6 1 0.2 2 -1.7 3 13.2 1 6.7 3 1,076 9 1,059 32 CC 1,279 21 1,778 15 5 5.9 1.7 SLFC UK Fixed Interest Life Pn 1,945 272.4 1.6 2 7.6 1 0.2 2 -1.7 3 13.2 1 6.7 3 1,076 11 1,059 30 CC 1,279 20 1,787 12 5 6 1.7 SLFC UK Fixed Interest Pn 1,366 - 1.6 2 7.6 1 0.2 2 -1.7 3 13.2 1 6.7 3 1,076 10 1,059 31 CC 1,279 19 1,787 13 5 6 1.7 SMA Stakeholder Gilt&Fixed Interest Pn 1,027 - 1.4 3 6.3 3 0.1 2 -2.5 4 12.2 2 6.4 3 1,063 48 1,037 54 CC 1,240 54 1,593 46 4.4 4.8 1.8 Stan Life Bond (CR) Pn 118 23.3 1.8 2 6.9 2 -0.3 3 -0.4 2 11.7 3 - - 1,069 21 1,063 22 CCC - - - - - - 1.6 Stan Life Mixed Bond Pn S1 2,473 405.7 1.7 2 7.2 2 0.1 2 0 2 12.1 2 7.2 2 1,072 16 1,074 13 CCC 1,290 17 1,828 9 5.2 6.2 1.6 Stan Life UK Mixed Bond Pn S3 270 47.3 1.7 2 6.8 2 -0.3 3 -0.4 2 11.7 3 6.8 2 1,068 26 1,061 25 CCC 1,266 29 1,775 18 4.8 5.9 1.6 Stan Life Vgd UKStTmIvGdBdIdxPn S4 109 - 0.6 4 2.1 4 -1 4 0.7 1 3 4 1.9 4 1,021 68 1,017 65 - 1,067 65 - - 1.3 - 0.4 SW Dynamic Annuity Purchase Pn CS1 670 - 1.7 2 8.6 1 1.1 1 -2.3 4 17.3 1 9.1 1 1,086 4 1,073 15 CC 1,372 4 - - 6.5 - 2.1 UK Fixed Interest (ARC) Pn 151 729.3 1.6 2 7.3 1 0.6 1 0.8 1 12.6 2 7.8 1 1,073 15 1,089 11 CCC 1,322 10 - - 5.7 - 1.6 UK Fixed Interest Pn 1,565 729.3 1.5 3 6.6 3 -0.1 3 0.1 1 11.8 3 7.1 2 1,066 30 1,067 18 CCC 1,277 23 1,752 23 5 5.8 1.6 Zurich Gilt & Fixed Interest Pn Inet 152 2.9 0.6 4 2.8 4 0.1 3 -1.3 3 5.8 4 3.8 4 1,028 65 1,015 66 CC 1,115 63 1,296 56 2.2 2.6 0.9 Zurich UK Pref & Fxd Int Pn 371 18.6 1.3 4 6.2 3 0.1 2 -1.7 3 12.9 1 7 2 1,062 51 1,045 51 CC 1,263 32 1,651 41 4.8 5.1 1.7 Ave/Total (F) 6 1,707 121.7 1.5 - 6.5 - 0.1 - -0.6 - 11.6 - 6.9 - 1,065 69 1,058 68 1,267 65 1,731 56 4.8 5.6 1.5

Page 20: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 147

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Sterling High Yield Av AXA Global High Income AP Inet 467 1.2 0.4 4 3.7 4 1.1 2 10.7 1 1 4 0.9 3 1,037 32 1,160 10 CCC 1,183 29 2,142 9 3.4 7.9 1 Av Kames High Yield Bond FP Pn Inet 216 8.5 0.8 1 6.8 1 0.9 2 7 4 2.9 4 1.7 3 1,068 6 1,153 15 CCC 1,206 20 2,235 1 3.8 8.4 1 Aviva High Yield Bond Pn Inet 294 31.6 0.8 1 4.2 3 -1.3 4 6.8 4 4.9 1 5.3 1 1,042 29 1,099 42 C 1,214 18 2,210 5 4 8.3 1 Aviva Kames High Yield Bond Pn Inet 235 16 0.8 2 6.9 1 0.6 3 6.8 4 2.8 4 2 2 1,069 4 1,148 17 CCC 1,204 24 2,225 3 3.8 8.3 1 Canlife Threadneedle Hi YdBd Pn PS4 203 0.2 0.7 2 4.9 2 1.1 2 7.5 3 3.2 3 3.4 1 1,049 21 1,141 26 CC 1,218 14 2,000 17 4 7.2 0.9 § CM Schroder Monthly High Income Pension 275 4.7 0.3 4 1.5 4 2.8 1 11.8 1 6.7 1 4.4 1 1,015 41 1,167 8 CCC 1,301 2 2,040 14 5.4 7.4 1.4 High Yield Corporate Bond (ARC) Pn 164 60.1 1.1 1 7.5 1 0.9 3 5.2 4 6.3 1 4.6 1 1,075 1 1,142 25 CC 1,270 4 - - 4.9 - 1 High Yield Corporate Bond Pn 261 60.1 1.1 1 6.8 1 0.3 3 4.5 4 5.6 1 4 1 1,068 5 1,120 38 CC 1,229 11 2,081 10 4.2 7.6 1 Kames High Yield Bond (ARC) Pn 164 14.8 0.7 2 6.9 1 1.3 1 7.1 3 2.9 4 3.1 2 1,069 3 1,160 11 CCC 1,230 10 - - 4.2 - 1 Kames High Yield Bond Pn 193 14.8 0.6 3 5.8 1 0.3 3 6 4 1.9 4 2.1 2 1,058 10 1,126 33 CCC 1,170 33 2,164 8 3.2 8 1 L&G High Income Pn 3 2,134 2.5 0.3 4 2.5 4 1.6 1 12.5 1 4.9 1 -0.1 4 1,025 39 1,171 6 CCCCC 1,226 12 - - 4.2 - 1.3 L&G Kames High Yield Bond Pn G25 226 0.9 0.8 1 6.5 1 0.8 3 6.8 4 2.9 3 1.8 2 1,065 7 1,147 18 CCC 1,201 25 2,197 6 3.7 8.2 1 L&G M&G Global High Yield Bond Pn G25 210 0.3 0.7 2 5.1 2 0.5 3 8.3 2 3.6 2 1.7 2 1,051 18 1,144 22 CC 1,205 22 1,942 20 3.8 6.9 1.1 L&G Schroder Hi Yield Opps Pn G25 189 0.3 0.5 3 2.2 4 3.3 1 11.7 1 7.1 1 4.7 1 1,022 40 1,179 4 CCC 1,322 1 - - 5.7 - 1.4 LV= Investec Monthly High Income Pn S2 142 2.2 0.1 4 4.7 3 -0.4 4 8.8 2 8.5 1 0.6 3 1,047 24 1,136 28 CC 1,240 9 - - 4.4 - 1 LV= Threadneedle High Yield Bond Pn 154 2.8 0.8 1 5.8 2 2.5 1 9.3 2 2.5 4 3 2 1,058 11 1,186 2 CC 1,252 8 - - 4.6 - 1 M&G PP Global High Yield Bond Pn 2,336 159.8 0.6 3 5.8 2 1 2 10.3 1 4.6 2 1.7 3 1,058 12 1,179 3 CC 1,255 6 2,169 7 4.6 8.1 1.1 MetLife Schroder Monthly High Income Pn 217 1 0.3 4 -1.4 4 4.6 1 12.1 1 7.1 1 4.8 1 986 43 1,155 14 CCC 1,297 3 2,072 13 5.3 7.6 1.5 OMW BMO MultSctr Higr Inc Bnd Pn Pn 277 1.5 0.8 2 5.4 2 -0.2 4 7 3 3.7 2 1.3 3 1,054 15 1,127 30 CC 1,184 28 2,006 15 3.4 7.2 1 OMW Kames High Yield Bond Pn 149 1.3 0.7 2 6.1 1 0.2 4 6.3 4 2.5 4 1.2 3 1,061 9 1,130 29 CCC 1,172 32 - - 3.2 - 1 OMW QIHgYldBd(Thrdndle) Pn 333 6.2 1.1 1 6.3 1 1.1 2 7.1 3 4.8 1 3.9 1 1,063 8 1,150 16 CC 1,253 7 2,080 11 4.6 7.6 0.9 OMW Schroder High Yield Opportunities Pn 285 2.8 0.4 4 0.5 4 2.5 1 11.1 1 6.2 1 4.4 1 1,005 42 1,144 21 CCC 1,268 5 2,003 16 4.9 7.2 1.5 Phoenix Wealth AXAIMGblHiIncPn S4 443 21.7 0.4 4 3.2 4 0.3 3 10.5 1 0.3 4 -0.4 4 1,032 36 1,144 20 CCC 1,142 36 - - 2.7 - 1.1 Phoenix Wealth AXAPanEurHYBPn S4 242 - 0.6 3 3.4 4 0.9 3 7.9 3 4.4 2 - - 1,034 34 1,125 35 CC - - - - - - 1 Pru Baillie Giff HiYdBd Pn 175 0.6 1 1 5.4 2 1.1 2 8.7 2 4.5 2 -0.9 4 1,054 16 1,158 12 CCCC 1,199 26 - - 3.7 - 0.9 Pru FRIA M&G Global High Yield Bond Pn 294 - 0.5 3 5 2 0.3 3 8.5 2 3.7 2 1.8 2 1,050 20 1,142 24 CC 1,205 23 1,924 22 3.8 6.8 1.1 Pru M&G Global High Yield Bond Pn Ser A 205 4.9 0.5 3 5 2 0.3 3 8.5 2 3.7 2 1.8 2 1,050 19 1,142 23 CC 1,206 21 1,961 19 3.8 7 1.1 § ReAssure AL PPBM&GHiYdCpBdPn 222 - 0.6 3 3.7 3 -0.4 4 7 4 3 3 0.6 3 1,037 31 1,105 40 CC 1,145 34 1,793 23 2.8 6 1 § ReAssure AL TGSB M&G HiYdCpBd Pn 222 - 0.5 3 3.6 4 -0.3 4 6.9 4 3 3 0.7 3 1,036 33 1,104 41 CC 1,145 35 1,792 24 2.7 6 1 ReAssure UBAM GblHYHghYldSolPPBPn 114 - 0.4 4 3.9 3 1.4 1 6.6 4 - - - - 1,039 30 1,123 37 CC - - - - - - 1 RLP Baillie Gifford High Yield Bond Pn 169 10.3 1.7 1 5.5 2 1.3 1 9.2 2 4.9 1 -0.7 4 1,055 14 1,168 7 CCCC 1,216 16 - - 4 - 1 RLP M&G Global High Yield Bond Pn 153 1.3 0.5 4 4.4 3 -0.2 4 8 2 3.2 3 1.4 3 1,044 28 1,126 32 CC 1,178 30 - - 3.3 - 1.1 § Royal London InvescoPerpHYPn 207 - 0.5 3 4.6 3 1.2 2 11 1 -1.1 4 1.3 3 1,046 25 1,175 5 CC 1,177 31 2,210 4 3.3 8.3 1.1 § Royal London JPM Gbl Hi Yield Bd Pn 187 - 0.5 3 4.6 3 -0.9 4 8.6 2 2.5 4 -1.4 4 1,046 26 1,126 31 CC 1,137 37 1,789 25 2.6 6 1.1 Scot Wid High Inc Bd Pn 237 31.2 0.6 3 3.1 4 -0.3 4 7.9 3 0.8 4 -3 4 1,031 38 1,108 39 C 1,084 38 1,737 26 1.6 5.7 1.1 SIP JPM Gbl Hi Yd Bd Pn S8 200 - 0.5 4 4.9 3 1.2 2 9.9 1 4.1 2 0.1 4 1,049 23 1,166 9 CC 1,215 17 1,992 18 4 7.1 1.3 SIP Kames High Yield Bond Pn S8 215 - 0.8 1 7 1 1.1 2 7 4 3 3 2.2 2 1,070 2 1,157 13 CCC 1,218 15 2,229 2 4 8.3 1 Stan Life M&G Gbl Hgh Yid Bd Pn S4 117 - 0.4 4 4.5 3 -0.3 4 8 2 3 3 - - 1,045 27 1,125 34 CC - - - - - - 1.1 Stan Life SLI Higher Income Pn S4 195 36.6 0.7 2 3.3 4 1 2 7.6 3 4.6 2 2 2 1,033 35 1,123 36 C 1,198 27 1,935 21 3.7 6.8 0.8 Stan Life Thread HiYi Bd Pn S3 139 - 0.7 3 4.9 2 1.1 2 7.5 3 3 3 3.2 1 1,049 22 1,139 27 CC 1,212 19 - - 3.9 - 0.9 SW Aviva Hi Yield Bd Pn 107 0.8 0.7 2 3.2 4 -1.5 4 - - - - - - 1,032 37 - - C - - - - - - - SW Royal Lon Stg ExYldBd Pn CS1 680 - 0.9 1 5.6 2 6.2 1 14.6 1 4.2 2 - - 1,056 13 1,284 1 CCCCC - - - - - - 1 Zurich High Yield Bond Pn Inet 297 5.3 0.7 2 5.1 2 1.3 1 7.6 3 3.3 3 3.5 1 1,051 17 1,145 19 CC 1,225 13 2,078 12 4.1 7.6 0.9 Ave/Total (F) 6 324 11.8 0.6 - 4.6 - 0.9 - 8.5 - 3.8 - 1.9 - 1,046 43 1,146 42 1,211 38 2,039 26 3.9 7.4 1.1

Sterling Long Bond Agn BR >15Y UKGilt Tkr (ARC) Pn 171 444.3 1.7 4 10.3 3 3.4 1 -4 3 24.9 1 15.7 1 1,103 30 1,095 26 - 1,583 7 - - 9.6 - 3.3 Agn BR >15Y UKGilt Tkr Pn 219 444.3 1.6 4 9.3 4 2.4 2 -4.8 4 23.8 2 14.7 2 1,093 52 1,066 50 - 1,513 31 2,186 29 8.6 8.1 3.3 Aviva Long Gilt Pn Inet 474 989 2.1 3 10.4 2 2.3 2 -4.4 4 24.2 1 15.1 2 1,104 28 1,080 37 CC 1,544 23 2,261 21 9.1 8.5 3.3 Aviva Long Gilt Portfolio CGU Pn 504 989 2.1 3 10.3 3 2.3 2 -4.4 4 24.2 1 15.1 2 1,103 29 1,079 38 CC 1,542 24 2,214 26 9 8.3 3.3 Aviva Long Gilt Portfolio CU Pn 462 989 2.1 3 9.9 3 1.9 2 -4.8 4 23.8 2 14.6 2 1,099 45 1,066 49 C 1,513 30 2,132 40 8.6 7.9 3.3 Aviva Long Gilt Portfolio Pn Inet 466 989 2.1 3 10.4 2 2.3 2 -4.4 3 24.2 1 15.1 2 1,104 27 1,080 36 CC 1,544 22 2,218 24 9.1 8.3 3.3 B&CE The Peoples Pn Annuity 0.5% Pn 106 - 3.8 1 11.7 1 0.6 3 - - - - - - 1,117 14 - - - - - - - - - - BlackRock AqCo Ov 15Y Glt Pn S2 1,281 481.9 3.2 1 11.3 2 3.3 1 -4 3 25.2 1 15.8 1 1,113 20 1,103 21 - 1,600 3 2,426 9 9.9 9.3 3.3 BlackRock AqCoOv15YrsCpBd Pn S2 733 364.3 3.5 1 13.5 1 -0.2 4 1.1 1 21.3 3 9.6 4 1,135 7 1,144 7 CCCC 1,521 28 2,481 5 8.8 9.5 2.8 BlackRock AqLf Ov15yUKGtId Pn S1 1,282 2271.5 3.2 1 11.4 2 3.5 1 -4.9 4 24.8 1 17.4 1 1,114 18 1,096 24 C 1,606 2 2,397 10 9.9 9.1 3.1 § Cler Med Mngd Retirement Protn Pn 648 - 1.7 4 10.9 2 2.8 1 -3.6 3 23.5 2 15.2 2 1,109 24 1,099 23 CC 1,564 15 2,309 13 9.4 8.7 3.3 Clerical Medical Retirmnt Protn Pn 445 72.4 1.6 4 10.1 3 2.1 2 -4.3 3 22.7 3 14.3 3 1,101 36 1,077 42 CC 1,511 36 2,154 36 8.6 8 3.3 CM Blackrock Over 15 Year Gilt Pension 226 2.7 2.1 3 10 3 1.5 3 -4.9 4 23.7 2 14.7 2 1,100 41 1,062 54 C 1,506 39 2,167 32 8.5 8 3.3 Fidelity BGI Over 15 Years Gilt Pn 4 266 - 1.8 4 9.9 3 2.5 2 -4.3 3 24.5 1 15.4 2 1,099 44 1,078 40 - 1,548 20 2,300 15 9.1 8.7 3.3 Fidelity Pension Annuity Pn Cl4 272 - 1.5 4 7.8 4 0.5 3 2.3 1 16 4 9.6 4 1,078 59 1,108 19 CCC 1,409 55 2,159 34 7.1 8 2 Fidelity UK Long Corp Bond Pn Cl5 266 - 2.5 1 11.9 1 -0.1 4 4.1 1 17.4 4 9.5 4 1,119 11 1,164 4 CCC 1,497 41 2,632 2 8.4 10.2 2.2 l Ignis Stakeholder Income Protector Pn 534 - 3 1 9.9 3 2.7 1 -6.1 4 22.9 2 16 1 1,099 42 1,060 57 C 1,512 33 2,135 38 8.6 7.9 3.2 L&G Over 15 Year Gilts Index Pn G25 2,391 - 1.8 3 10.1 3 2.6 1 -3.7 3 24.2 1 15.7 1 1,101 37 1,088 34 - 1,563 18 2,300 16 9.3 8.7 3.3 L&G Ovr 15Y Glt IdxPn 2,211 40.3 1.8 4 9.4 4 1.9 3 -4.3 3 23.4 2 14.9 2 1,094 51 1,067 48 - 1,513 32 2,155 35 8.6 8 3.3 L&G PMC AAAAAA CpBd Ov15Y Id Pn G25 2,819 1.5 1.4 4 11.6 1 0.4 3 0.4 2 19.2 3 12.4 3 1,116 15 1,125 13 - 1,508 37 2,377 11 8.6 9 3 L&G Pre Retirement PMC Pn G25 2,669 8.8 2.1 3 10.3 3 0 3 0.4 1 18.3 4 9.3 4 1,103 31 1,107 20 CCC 1,431 52 2,181 31 7.4 8.1 2.3 Long Gilt (ARC) Pn 167 1585.8 1.8 4 9.6 4 2.7 1 -3.3 2 24 2 16 1 1,096 50 1,088 33 C 1,565 13 - - 9.4 - 3.3 Long Gilt Pn 507 1585.8 1.7 4 8.7 4 1.9 3 -4.1 3 23 2 15.1 2 1,087 58 1,063 52 C 1,504 40 2,126 41 8.5 7.8 3.3 M&G PP Long Dated Corporate Bond Pn 5,098 1124 3.5 1 13.5 1 0.1 3 2.2 1 21.5 3 10.8 3 1,135 6 1,161 6 CCCCC 1,563 16 2,524 3 9.3 9.7 2.6 M&G PP Long Term Bond Pn 3,634 33.7 3.3 1 12.5 1 1.8 3 -1.4 2 23.2 2 13.9 3 1,125 9 1,128 12 CCC 1,583 6 2,452 7 9.6 9.4 2.8 M&G PP Long Term Gilt Passive Pn 7,060 153.7 3.2 1 11.2 2 3.4 1 -5.1 4 24.5 1 17.2 1 1,112 21 1,091 31 - 1,591 4 2,347 12 9.7 8.9 3.1 M&G PP Super Long Index Linked Pn 3,550 - 3.6 1 13.9 1 3.1 1 4.3 1 13.3 4 16.1 1 1,139 2 1,225 1 - 1,611 1 - - 10 - 2.7 OMW Fidelity Long Bond Inst Pn 506 9.4 2.2 2 9.2 4 2.2 2 -4.4 3 24.5 1 13.4 3 1,092 54 1,068 47 CCC 1,508 38 2,267 19 8.6 8.5 3.2 OMW IPL Fdl Inst UK Lg CrpBd Pn 167 - 2.5 2 11.9 1 -0.2 4 4 1 17.4 4 9.4 4 1,119 13 1,161 5 CCCCC 1,491 43 - - 8.3 - 2.2 OMW IPL LGIM Over 15 Year Gilts Index Pn 174 - 1.8 4 10.2 3 2.6 1 -3.3 2 24 2 16.2 1 1,102 32 1,093 28 CC 1,576 10 - - 9.5 - 3.3 OMW LifeStyle Gilt Pn 280 6.9 2.2 2 9 4 2 2 -4.6 4 24.2 2 13.2 3 1,090 57 1,060 56 CCC 1,490 44 2,212 27 8.3 8.3 3.2 OMW M&G PP Lg Dted Corp Bd Pn 153 - 1.5 4 13.6 1 -0.6 4 1.3 1 23.6 2 - - 1,136 5 1,144 8 CCCCC - - - - - - 2.7 OMW Prof Fidelity Long Bond Pn Inst 599 5.9 2.3 2 10 3 3 1 -3.6 3 25.5 1 14.3 3 1,100 40 1,092 30 CCC 1,567 12 2,452 6 9.4 9.4 3.2 § OMW Prof LifeStyle Gilt Pn 359 3.7 2.3 2 10.1 3 3 1 -3.6 3 25.4 1 14.4 2 1,101 38 1,093 29 CCC 1,567 11 2,447 8 9.4 9.4 3.2 Pension Protector Pension Series 2 237 1362.6 3 1 11.9 1 -1.6 4 0.8 1 18.3 4 8.1 4 1,119 12 1,110 18 CCC 1,420 53 1,998 47 7.3 7.2 2.8 § Phoenix Alba LAS Secure Income Pn 841 - 2.1 3 9.8 3 1.6 3 -5.1 4 23 2 13.4 3 1,098 47 1,059 59 C 1,478 47 2,043 44 8.1 7.4 3.3 § Phoenix Alba Long Gilt Post 95 Plan Pn 401 - 2 3 9.6 4 1.9 3 -4.9 4 21.9 3 13.4 3 1,096 49 1,062 53 C 1,468 50 2,024 45 8 7.3 3.2 § Phoenix BULA Income Protector Pn 534 - 3 1 9.9 3 2.7 1 -6.1 4 22.9 2 16 1 1,099 42 1,060 57 C 1,512 33 2,135 39 8.6 7.9 3.2 § Phoenix PHXFLivPnPenProtPhxUntsPn 466 - 2.1 3 10.2 3 2.5 2 -4.6 4 23.5 2 14.1 3 1,102 34 1,078 39 CC 1,519 29 2,185 30 8.7 8.1 3.3 § Phoenix Protector Pn 341 - 2.1 3 10.8 2 3.1 1 -4 3 24.3 1 14.7 2 1,108 26 1,096 25 CC 1,563 17 2,306 14 9.3 8.7 3.3 § Phoenix SM Long Gilt Pn Acc Pn 344 - 2 3 9.7 4 2.1 2 -5 4 23 2 13.5 3 1,097 48 1,064 51 C 1,486 46 2,087 42 8.2 7.6 3.3 Phoenix Wealth AqCOv15YrCBPn S4 471 3.4 2.8 1 13.7 1 -2.5 4 0.2 2 20.2 3 10 4 1,137 4 1,111 17 CCCC 1,469 49 2,261 20 8 8.5 2.8 Phoenix Wealth AqlCOr15YrGPn S4 438 20.8 2.1 3 10.2 3 1.8 3 -4.7 4 24 2 14.9 2 1,102 33 1,069 46 - 1,523 27 2,216 25 8.8 8.3 3.3 Pru Long Dated Corporate Bond Pn S3 Inet 329 146 3.5 1 12.1 1 0 3 1.5 1 21.6 3 10.9 3 1,121 10 1,137 10 CCCCC 1,534 26 - - 8.9 - 2.7 Pru Long Term Bond Pn S3 Inet 327 31.1 3.3 1 11.3 2 1.9 3 -1.9 2 21.8 3 13.6 3 1,113 19 1,113 15 CCC 1,541 25 2,223 23 9 8.3 2.8 Pru Long Term Gilt Passive Pn S3 Inet 310 77.6 3.1 1 11.2 2 2.3 2 -5.5 4 23.9 2 16.5 1 1,112 22 1,076 43 - 1,553 19 2,229 22 9.2 8.3 3.1 Pru Super Long Index-Linked Pn S3 Inet 235 48.5 3.5 1 13.8 1 2.7 1 3.8 1 13 4 15.8 1 1,138 3 1,213 2 - 1,588 5 - - 9.7 - 2.7

Page 21: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

148 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

RLP BlackRock Long Gilt Index Pn 249 47.9 1.7 4 9.3 4 1.8 3 -4.6 4 24.1 2 14.8 2 1,093 53 1,061 55 C 1,512 35 2,162 33 8.6 8 3.3 RLP Long (15yr) Corporate Bond Pn 268 349 2.3 2 11.5 1 -0.6 4 2.6 1 18.5 4 9.5 4 1,115 17 1,137 11 CCCCC 1,475 48 2,497 4 8.1 9.6 2.6 RLP Long (15yr) Gilt Pn 253 366.2 1.9 3 9.2 4 1.2 3 -3.2 2 19 3 12.9 3 1,092 55 1,070 45 C 1,438 51 2,020 46 7.5 7.3 2.5 RLPPC UK Long Corporate Bond Pn 327 541.8 3.1 1 12.7 1 1.1 3 2.7 1 18.8 3 11.2 3 1,127 8 1,169 3 CCCCC 1,546 21 2,692 1 9.1 10.4 2.5 Royal London SH Annuity Prot Pn 211 - 1.7 4 9.2 4 1.7 3 -3 2 16.1 4 10.2 3 1,092 56 1,077 41 C 1,378 57 1,719 49 6.6 5.6 2.4 Stan Life Annuity Targeting Pn S7 246 397.6 1.8 3 7.8 4 - - - - - - - - 1,078 60 - - - - - - - - - - Stan Life At Ret(MAssUniv)Pn S1 439 910.7 2.4 2 5.3 4 2.8 1 -3 2 15.1 4 10.5 3 1,053 61 1,050 60 C 1,336 58 1,858 48 6 6.4 2.1 Stan Life Long Corporate Bond Pn S3 211 425.5 2.8 1 11.5 1 -1.4 4 1.1 1 17 4 7.6 4 1,115 16 1,112 16 CCC 1,399 56 2,196 28 6.9 8.2 2.3 Stan Life PrRe(AcPlUn)Pn S4 156 280.4 2.1 3 4.5 4 2.3 2 6.7 1 5.1 4 7.4 4 1,045 62 1,140 9 CCCC 1,287 59 - - 5.2 - 1.3 SW Passive Gilt CS1 839 - 2.2 2 11.1 2 2.6 1 -4 3 25 1 15.7 2 1,111 23 1,094 27 - 1,582 8 - - 9.6 - 3.3 Threadneedle BGIAq Ov15yGlt IdxPn P 215 - 2.2 2 10.2 3 3.9 1 -3.8 3 25.1 1 14.6 2 1,102 35 1,101 22 C 1,579 9 2,153 37 9.6 8 3.2 Zurich AbLfUKLgDtdStgBdPn 263 3.1 1.7 4 9.8 3 2 2 -4.4 3 22.5 3 13.4 3 1,098 46 1,072 44 CC 1,488 45 2,055 43 8.3 7.5 3.2 Zurich Aq Ov15Y UKGltIdxPn 237 229.6 2.1 3 10.8 2 2.3 2 -4.2 3 24.7 1 15.5 2 1,108 25 1,087 35 - 1,565 14 2,298 17 9.4 8.7 3.3 Zurich AqCrpBdOvr15YIdTrkPn 259 0.1 2.9 1 14.1 1 -2.2 4 0.4 1 20.6 3 10.4 3 1,141 1 1,121 14 CCCC 1,491 42 2,291 18 8.3 8.6 2.8 Zurich L&G Pre-Retirement Pn Inet 893 217.6 2.4 2 10 3 -0.5 4 -0.4 2 18.6 3 9.8 4 1,100 39 1,090 32 CCC 1,420 54 - - 7.3 - 2.2 Ave/Total (F) 6 823 291.2 2.4 - 10.6 - 1.6 - -2.2 - 21.6 - 13.4 - 1,106 62 1,099 60 1,513 59 2,238 49 8.6 8.4 2.9

Sterling Strategic Bond Av GM Sterling Bond Pension AP 2,176 - 0.7 3 3.7 3 -0.4 3 4.7 3 7.4 1 8 1 1,037 33 1,082 54 C 1,254 10 1,876 32 4.6 6.5 0.8 Aviva Inv MIP Pn 208 31.7 1.2 1 3.8 3 -0.1 3 10.1 1 1.5 4 4.4 1 1,038 30 1,141 11 CCCCC 1,210 24 2,210 6 3.9 8.3 1 Aviva M&G Optimal Income Pn Inet 218 38.2 1 2 3 3 0.5 2 7.7 2 3.6 3 1.1 4 1,030 39 1,114 35 CCCC 1,167 44 1,864 34 3.1 6.4 1 Aviva Managed High Income Pn Inet 428 55.3 1.1 1 6.5 1 -0.9 3 5.5 3 7.5 1 4.3 2 1,065 13 1,113 37 CCC 1,248 11 2,251 4 4.5 8.5 1 Canlife Artemis Strategic Bond Pn PS4 172 0.7 0.6 3 3.6 3 0.2 2 7.3 2 4.7 2 3.4 3 1,036 34 1,114 36 CCCCC 1,205 25 1,868 33 3.8 6.4 0.9 Canlife BlkRkFdIncGlOps Pn PS4 1,626 1 0.3 4 1.7 4 -1.3 3 2.9 4 -0.8 4 6.2 1 1,017 58 1,032 59 C 1,087 54 1,249 45 1.7 2.2 0.5 Canlife Inv Mthy Inc Pl Pn PS4 194 - 0.9 2 2.9 3 -0.1 2 9.9 1 0.9 4 3.9 2 1,029 40 1,129 18 CCCCC 1,185 35 2,092 17 3.4 7.7 1 Canlife M&G Optimal Income Pn PS4 201 1.2 0.8 3 2.1 4 0.3 2 7.6 2 3.4 3 0.7 4 1,021 53 1,103 42 CCCC 1,149 47 1,804 38 2.8 6.1 1 CM Fidelity Extra Income Pension 212 3.5 1.1 1 5.5 2 -0.3 3 5 3 6.4 1 3.9 2 1,055 17 1,105 38 CCCCC 1,222 18 1,951 26 4.1 6.9 1.1 CM Invesco Perp Mthly Inc + Pn 255 20.4 0.8 3 2.8 4 -0.2 3 9.6 1 0.9 4 3.8 2 1,028 44 1,124 28 CCCCC 1,177 42 2,100 14 3.3 7.7 1 § HLL Invesco Monthly Income Plus Pn 51 2,249 0.5 0.9 2 3.8 3 0.7 1 10.7 1 1.8 3 4.7 1 1,038 32 1,157 3 CCCCC 1,233 16 - - 4.3 - 1 L&G Allianz Strategic Bond G17 Pn Inet 1,583 2.5 1.3 1 12.8 1 -2.1 4 -2.6 4 6.7 1 4.7 1 1,128 1 1,075 56 C 1,201 28 1,792 41 3.7 6 1.2 L&G Dynamic Bond Pn G25 2,053 2.3 0.7 3 5 2 -3.3 4 -0.2 4 1.2 4 0.3 4 1,050 20 1,014 60 C 1,030 55 1,580 44 0.6 4.7 1.1 L&G Inv Perp Mthly Inc Pl Pn G25 235 5 1.3 1 3.9 3 0.3 2 10.1 1 2 3 4.2 2 1,039 27 1,147 8 CCCCC 1,218 21 2,181 8 4 8.1 1 L&G M&G Optimal Income Pn G25 220 4 1.1 1 2.7 4 0.8 1 7.7 2 3.6 3 0.9 4 1,027 45 1,116 33 CCCC 1,167 45 1,882 31 3.1 6.5 1 LV= Artemis High Income Pn 166 10.4 0.2 4 1.1 4 1.4 1 9.9 1 2 3 5.9 1 1,011 60 1,127 22 C 1,217 22 2,142 11 4 7.9 1.1 LV= Artemis High Income Pn S2 215 10.6 0.2 4 1.6 4 1.7 1 10.6 1 2.7 3 5.7 1 1,016 59 1,143 10 C 1,240 13 2,114 13 4.4 7.8 1.1 LV= Invesco Monthly Income Plus UK Pn 188 24.9 0.9 2 3.4 3 0.3 2 10.2 1 1.4 4 4.4 1 1,034 35 1,143 9 CCCCC 1,210 23 2,073 21 3.9 7.6 1 LV= Invesco Monthly Income Plus UK Pn S2 256 24.9 0.9 2 3.9 3 0.9 1 10.8 1 2 3 4.8 1 1,039 26 1,162 2 CCCCC 1,243 12 2,169 10 4.4 8 1 M&G Optimal Income (ARC) Pn 156 28.8 0.9 2 3.3 3 1.4 1 8.5 1 4.1 2 1.7 3 1,033 37 1,136 14 CCCC 1,203 27 - - 3.8 - 1 M&G Optimal Income Pn 154 28.8 0.8 3 2.2 4 0.4 2 7.5 2 3.1 3 0.7 4 1,022 50 1,103 41 CCCC 1,144 49 - - 2.7 - 1 MetLife Artemis Strategic Bond Pn 231 5.7 0.7 3 2.2 4 2.3 1 8 1 4.3 2 4.6 1 1,022 51 1,130 17 CCCCC 1,234 15 1,963 25 4.3 7 1.1 OMW Artemis High Income Pn 313 14.7 0.5 4 0.9 4 0.7 1 10.9 1 1.1 4 4.8 1 1,009 61 1,128 20 C 1,194 32 2,283 3 3.6 8.6 1.2 OMW Invesco Monthly Income Plus Pn 345 23.7 1.3 1 3.1 3 -0.3 3 9.5 1 1.1 4 3.6 2 1,031 38 1,124 27 CCCCC 1,177 41 2,094 16 3.3 7.7 1 OMW IPL M&G Optimal Income Pn 100 - 0 4 0 4 0 2 0 4 0 4 0 4 1,000 62 1,000 61 - 1,000 57 - - 0 - 0 OMW Janus Henderson Strategic Bond Pn 1,303 6.1 1.1 1 7.5 1 -1.8 4 3.5 4 4.8 2 3.8 2 1,075 8 1,093 51 CCCC 1,189 34 1,863 35 3.5 6.4 0.8 OMW M&G Optimal Income Pn 204 11.4 1.1 2 2.3 4 0.4 2 7.3 2 3.2 3 0.4 4 1,023 48 1,102 43 CCCC 1,142 50 1,816 37 2.7 6.1 1 OMW Prof JnsHndrsnPref&BdPn 261 1.3 0.9 2 8.3 1 -0.8 3 6.9 2 6 1 4.5 1 1,083 3 1,148 7 CCCCC 1,272 6 2,190 7 4.9 8.2 0.9 § Phoenix SM Artemis High Income Pn 268 - 0.1 4 1.7 4 1.2 1 8.6 1 2 3 3.7 2 1,017 57 1,117 32 C 1,181 37 2,328 2 3.4 8.8 1.1 Phoenix Wealth ArtemisStratBdPn S4 402 10.5 0.7 3 3.8 3 0.4 2 7.2 2 4.7 2 2.7 3 1,038 31 1,117 31 CCCCC 1,201 29 1,888 30 3.7 6.6 0.9 Phoenix Wealth InvMonIncPlPn S4 478 13.7 0.8 2 2.9 3 -0.1 3 9.4 1 0.9 4 3.8 2 1,029 41 1,125 26 CCCCC 1,178 40 2,081 19 3.3 7.6 1 Phoenix Wealth JnsHndPref&BdPn S4 422 5.8 0.6 3 7.7 1 -1.4 4 6.1 2 5.2 2 4.2 2 1,077 7 1,126 24 CCCCC 1,234 14 2,055 23 4.3 7.5 0.9 Phoenix Wealth KamesStrateBdPn S4 411 7.2 1.1 1 5.2 2 0.3 2 4.3 3 1.4 4 0.5 4 1,052 19 1,101 44 CCCC 1,122 53 1,704 42 2.3 5.5 0.7 Pru Artemis Strategic Bond Pn Ser A 201 3.6 0.7 3 3.8 3 0.6 2 7.4 2 4.9 2 3.6 2 1,038 29 1,122 30 CCCCC 1,219 20 1,915 29 4 6.7 0.8 Pru FRIA Artemis Strategic Bond Pn 190 - 0.7 3 3.9 3 0.5 2 7.4 2 5 2 3.7 2 1,039 28 1,122 29 CCCCC 1,221 19 1,917 28 4.1 6.7 0.8 Pru FRIA Invesco Monthly Income Plus Pn 211 - 0.8 2 2.9 4 -0.1 2 9.6 1 1 4 3.9 2 1,029 42 1,126 23 CCCCC 1,181 36 2,083 18 3.4 7.6 1 Pru Invesco Monthly Income Plus Pn Ser A 229 3.4 0.8 2 2.9 4 -0.2 3 9.6 1 0.9 4 3.8 2 1,029 43 1,125 25 CCCCC 1,179 39 2,080 20 3.4 7.6 1 ReAssure Henderson Strategic Bond PPB Pn 114 0.3 1.1 1 7.4 1 -1.7 4 3.9 3 - - - - 1,074 10 1,098 46 CCCC - - - - - - 0.8 ReAssure Jupiter Strategic Bond PPB Pn 113 0.5 0.5 4 5.6 2 -0.9 3 3.8 4 - - - - 1,056 16 1,086 52 CCCC - - - - - - 0.7 ReAssure M&G Optimal Income PPB Pn 113 - 1.1 2 2.5 4 0.2 2 6.9 2 - - - - 1,025 47 1,098 47 CCCC - - - - - - 1 RLP Annuity Pn 109 144.7 0.8 2 4.6 2 0.7 1 2.2 4 - - - - 1,046 23 1,076 55 C - - - - - - 1 RLP Corporate Bond Pn 264 204.1 1.1 2 5.9 2 1.4 1 5.9 3 8.5 1 6.2 1 1,059 15 1,137 13 CCCC 1,310 4 2,333 1 5.5 8.8 1 RLP Ethical Bond Pn 180 38.8 1.4 1 6.8 1 1 1 4.5 3 9.5 1 7 1 1,068 12 1,127 21 CCCC 1,320 3 - - 5.7 - 1.2 RLP Sterling Extra Yield Bond Pn 230 251.8 0.9 2 5.4 2 6.1 1 14.6 1 4.1 2 3.4 3 1,054 18 1,282 1 CCCCC 1,380 2 - - 6.6 - 1 RLPPC UK Aggregate Bond Pn 265 27.2 1.9 1 7.9 1 2.8 1 2.6 4 12.5 1 8.3 1 1,079 5 1,137 12 CCCC 1,387 1 2,057 22 6.8 7.5 1.5 Scot Eq Hend Strat Bd ARC Pn 168 26.2 1 2 8.8 1 -0.6 3 4.8 3 5.9 1 5.4 1 1,088 2 1,133 15 CCCC 1,265 8 - - 4.8 - 0.8 Scot Eq Hend Strat Bd Pn 172 26.2 0.9 2 7.7 1 -1.6 4 3.7 4 4.8 2 4.3 2 1,077 6 1,100 45 CCCC 1,203 26 - - 3.8 - 0.8 Scot Wid AvivInvStgy Bd Pn S2 104 1.9 0.6 4 2.3 4 -2.1 4 - - - - - - 1,023 49 - - C - - - - - - - Scot Wid Stgc Inc Bd Pn 237 117.3 1.6 1 6.4 1 -0.5 3 4.4 3 9.5 1 5.4 1 1,064 14 1,105 39 C 1,274 5 2,098 15 5 7.7 1.4 SIP Artemis High Income Pn S6 264 1.2 1.9 1 1.9 4 0.9 1 9.6 1 2.4 3 3.5 2 1,019 56 1,128 19 C 1,195 31 2,174 9 3.6 8.1 1.8 SIP Artemis Strategic Bond Pn S8 179 0.5 0.8 3 4.7 2 1.4 1 8.4 1 5.9 1 4.3 2 1,047 21 1,151 6 CCCCC 1,270 7 - - 4.9 - 0.8 SIP Inv Perp Mthly Inc+ Pn S8 218 0.8 1.3 1 4.1 2 0.5 2 10.5 1 2 3 4.6 1 1,041 25 1,156 4 CCCCC 1,233 17 2,219 5 4.3 8.3 1 SIP M&G Optimal Income Pn S8 225 0.6 1.1 1 3.4 3 1.4 1 8.2 1 4.3 2 1.4 3 1,034 36 1,133 16 CCCC 1,198 30 1,933 27 3.7 6.8 1 Stan Life Jan Hend Stg Bd Pn S3 134 - 0.9 2 7.5 1 -1.7 4 3.8 4 4.6 2 4 2 1,075 9 1,096 49 CCCC 1,193 33 - - 3.6 - 0.9 Stan Life M&G Optimal Income Pn S3 161 - 0.8 3 2.2 4 0.4 2 7.7 2 3.2 3 0.7 4 1,022 52 1,104 40 CCCC 1,148 48 - - 2.8 - 1 Stan Life M&G UKInftnLkdCrpBdPn S3 112 - 0.4 4 2 4 -0.5 3 3.9 4 -0.8 4 -2.1 4 1,020 54 1,055 58 CC 1,024 56 - - 0.5 - 0.5 Stan Life SLI Strategic Bond Pn 4 175 15.2 0.7 3 4.2 2 -0.8 3 3.9 4 4.3 2 0.9 4 1,042 24 1,073 57 C 1,130 52 1,699 43 2.5 5.4 0.8 SW Hend FxIn Mthly Inc Pn 227 42.4 0.7 3 8.1 1 -1 3 7.6 2 4.5 2 4.6 1 1,081 4 1,151 5 CCCCC 1,258 9 2,135 12 4.7 7.9 1 Zurich Henderson Strategic Bond Pn Inet 186 3.5 0.9 2 7.3 1 -1.9 4 3.2 4 4.4 2 4.2 2 1,073 11 1,085 53 CCCC 1,181 38 1,828 36 3.4 6.2 0.8 Zurich Invesco Monthly Inc Plus Pn Inet 215 3.5 0.7 3 2.5 4 -0.5 3 9.4 1 0.5 4 3.5 3 1,025 46 1,116 34 CCCCC 1,160 46 2,039 24 3 7.4 1 Zurich M&G Optimal Income Pn Inet 1,057 5.1 0.8 3 2 4 0.2 2 7.4 2 2.7 3 0.3 4 1,020 55 1,097 48 CCCC 1,130 51 1,798 40 2.5 6 1 Zurich Strategic Bond Pn Inet 220 8.5 0.9 2 4.6 2 -0.4 3 5 3 4.4 2 2.2 3 1,046 22 1,094 50 CCCC 1,167 43 1,801 39 3.1 6.1 0.8 § Ave/Total (F) 6 390 21.3 0.9 - 4.3 - 0.1 - 6.8 - 3.7 - 3.5 - 1,043 62 1,115 61 1,199 57 1,990 45 3.7 7.1 1

UK All Companies § Abbey Equity Pn 6,448 - 2.8 2 0.1 2 8.5 2 14.1 3 2.1 2 4 3 1,001 91 1,239 92 CCC 1,314 101 2,173 102 5.6 8.1 2.8 § Abbey Ethical Pn 679 - 3.3 1 6.4 1 11.7 1 13.3 3 4.2 1 6.3 3 1,064 3 1,347 11 CCCC 1,491 12 2,218 98 8.3 8.3 3.4 Aviva Equity GA Pn S2 4,080 9513.2 2.6 2 1.5 2 7.9 2 14.1 3 0.7 3 5.3 3 1,015 45 1,249 63 CCC 1,325 87 2,323 70 5.8 8.8 2.8 Aviva Equity Ordinary Pn 4,197 9513.2 2.7 2 1.6 2 8.1 2 14.2 3 0.9 3 5.4 3 1,016 42 1,254 54 CCC 1,334 76 2,352 62 5.9 8.9 2.8 Aviva RP Ordinary Share NU Pn 661 9513.2 2.7 2 1.7 2 8.2 2 14.4 2 1 3 5.6 3 1,017 37 1,259 50 CCC 1,342 66 2,381 49 6.1 9.1 2.8 Aviva UK Equity CGU Pn 4,413 9513.2 2.7 2 1.8 2 8.3 2 14.5 2 1.1 3 5.7 3 1,018 35 1,263 46 CCC 1,350 58 2,412 45 6.2 9.2 2.8 BlackRock Aq Lf UK Eq Idx Pn S2 1,140 6437.1 2 3 1.4 2 9.2 1 14.7 2 3.9 1 5.4 3 1,014 50 1,270 40 - 1,391 28 2,522 27 6.8 9.7 2.8 BlackRock Aquila Connect UK Equity Pn S2 1,131 2138.9 2 3 1.3 2 9 2 15.3 2 3.9 1 5.5 3 1,013 56 1,273 36 - 1,396 26 2,529 25 6.9 9.7 2.8 BlackRock Logica UK Equity Pn J 230 54.1 3 2 4.1 1 11 1 16.9 2 5.9 1 8.6 2 1,041 11 1,351 10 CCCC 1,553 7 2,866 10 9.2 11.1 2.8 Canlife BlkRk UK SSits Pn PS4 509 2 1.2 4 -0.7 3 12.9 1 23.4 1 -1.3 4 9.4 2 993 102 1,384 2 CCCCC 1,494 11 2,888 9 8.4 11.2 3.1 § Canlife Equity Pn PS2 644 241.7 0.8 4 -4.6 3 10.6 1 7.9 4 -6.1 4 12.3 2 954 127 1,138 135 C 1,200 125 1,902 122 3.7 6.6 2.9 Canlife Invesco High Income Pn PS4 165 - 1.3 4 -11.3 4 0.8 4 7.1 4 1.6 3 13 1 887 145 957 146 C 1,099 138 2,121 111 1.9 7.8 2.6

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Money Management | September | 2019 | 149

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

Canlife UK Equity Pn PS4 936 237.7 0.8 4 -4.4 3 10.6 1 7.9 4 -5.9 4 12.2 2 956 126 1,140 134 C 1,203 124 1,957 121 3.8 6.9 2.9 Cler Med PP UK Equity Tracker Pn 209 73.7 2.2 3 0.3 2 8.2 2 14.3 2 3.2 2 3.3 4 1,003 83 1,240 84 CCC 1,322 91 2,269 85 5.7 8.5 2.6 Clerical Medical UK Growth Pension 1,137 483.1 1.9 3 -0.5 3 9.1 1 14.6 2 3 2 3.8 3 995 99 1,244 76 CCC 1,330 81 2,263 89 5.9 8.5 2.5 CM Invesco Perpetual High Income Pension 284 124.6 1.4 4 -11.1 4 0.9 4 7.2 4 1.7 3 13.1 1 889 141 962 142 C 1,105 134 2,143 106 2 7.9 2.6 CM Schroder UK Mid 250 Pension 281 63 -1.5 4 -12.1 4 9.4 1 22.6 1 -11.6 4 14.7 1 879 146 1,179 130 CCC 1,195 126 2,475 34 3.6 9.5 3.4 § Countrywide CA UK Equity Pn 956 3 2.7 2 1.6 2 8.5 2 15.6 2 1.6 3 4.2 3 1,016 39 1,275 32 CCC 1,350 59 2,480 33 6.2 9.5 2.8 § Countrywide PS UK Equity Pn 1,478 4.7 2.7 2 1.2 2 8.1 2 15.2 2 0.4 3 3.3 4 1,012 57 1,260 49 CCC 1,307 106 2,354 61 5.5 8.9 2.8 § Countrywide SP Equity Pn 427 33.1 1.9 3 -1.3 3 7.1 3 17.1 1 1.6 3 6.9 2 987 110 1,237 96 CCC 1,344 62 2,496 32 6.1 9.6 2.9 § Equitable Pelican Pn 1,718 212.4 1.9 3 -0.8 3 9.7 1 14.6 2 3.5 2 4.4 3 992 104 1,247 68 CCC 1,347 61 2,373 52 6.1 9 2.6 § Equitable UK FTSE All Share Tracker Pn 230 108.4 2.3 2 0.9 2 8.5 2 14.8 2 3.7 1 3.8 3 1,009 65 1,256 51 - 1,352 55 2,384 47 6.2 9.1 2.6 Fidelity BailGiff UK Eq Foc Pn 4 347 - 2.1 3 -0.9 3 15.2 1 19.2 1 3.8 1 7.6 2 991 107 1,360 7 - 1,519 8 3,056 6 8.7 11.8 3.4 Fidelity BGI UK Equity Index Pn 4 1,024 - 1.8 3 0.1 2 8.6 2 15.3 2 3.1 2 3.5 4 1,001 89 1,254 55 - 1,338 69 2,365 56 6 9 2.9 Fidelity Special Situations Pn Cl4 258 - 1.5 4 -3.6 3 7.3 3 23.8 1 -0.6 3 14.2 1 964 124 1,281 28 CCCC 1,453 15 2,530 23 7.8 9.7 3.1 Fidelity UK Index Pn C1 270 - 2.3 2 1.2 2 8.7 2 15.1 2 3.7 1 3.9 3 1,012 59 1,266 45 CCC 1,365 44 2,400 46 6.4 9.1 2.7 Formerly Lloyds TSB FTSE 100TrckrPn 359 71.6 3.3 1 2.6 1 7.7 3 12.9 3 3.8 1 0.9 4 1,026 22 1,247 65 - 1,307 105 2,166 103 5.5 8 2.9 Formerly Lloyds TSB UK Equity Pension 788 86.8 2.9 2 0.2 2 8.4 2 13.1 3 2.1 2 2.9 4 1,002 88 1,229 104 CC 1,292 110 2,019 118 5.3 7.3 2.8 Guardian Choices Equity Pn 910 - 3.1 1 1.4 2 7.4 3 14.1 3 3.1 2 4.1 3 1,014 52 1,243 81 CC 1,335 75 2,279 82 5.9 8.6 2.8 Guardian Corp Equity Pn 297 - 3.1 1 2.7 1 6 4 14.1 3 3.1 2 4.1 3 1,027 21 1,243 82 CCC 1,335 72 2,279 80 5.9 8.6 2.1 Guardian Equity Pn 4,583 - 3.1 1 1.4 2 7.4 3 14.1 3 3.1 2 4.1 3 1,014 51 1,243 80 CC 1,335 74 2,279 81 5.9 8.6 2.8 § Halifax Pelican Pension 224 452.2 1.9 3 -0.5 3 9.5 1 14.3 2 3.1 2 3.9 3 995 97 1,244 75 CCC 1,332 78 2,302 75 5.9 8.7 2.5 § Halifax Special Situations Pension 193 34.9 1.8 3 5.3 1 8.9 2 13.4 3 2.7 2 0.1 4 1,053 7 1,300 19 CCC 1,337 70 1,966 120 6 7 3 § Halifax UK FTSE 100 Pension 199 25.5 2.3 2 1.4 2 8.4 2 13.4 3 3.4 2 1.9 4 1,014 46 1,247 67 - 1,314 102 2,182 100 5.6 8.1 2.7 § Halifax UK FTSE All Share Pension 217 274.2 2.1 3 0.4 2 8.3 2 14.4 2 3.3 2 3.4 4 1,004 79 1,244 77 - 1,328 83 2,296 77 5.8 8.7 2.6 § HLL Franklin UK Mid Cap Pn 51 2,593 1.5 0 4 -0.5 3 10.5 1 24.5 1 -6.7 4 23.6 1 995 95 1,369 5 CCCCC 1,579 4 - - 9.6 - 3.6 § HLL Investec UK Alpha Pn 51 1,361 1.2 2.3 2 0.8 2 9.1 1 13.9 3 - - - - 1,008 67 1,253 57 CCC - - - - - - 2.8 § HLL Liontrust Special Situations Pn 51 2,379 1.3 0.7 4 6.2 1 14.6 1 - - - - - - 1,062 4 - - CCCCC - - - - - - - § HLL Merian UK Alpha Pn 51 1,285 1.5 1.5 3 1.5 2 8.8 2 17.3 1 -3.8 4 - - 1,015 43 1,295 21 CCCC - - - - - - 2.8 l Ignis Stakeholder Growth Pn 434 - 1.7 3 -2.1 3 8 2 16.8 2 -3.3 4 7.5 2 979 117 1,235 98 CCC 1,284 112 2,131 108 5.1 7.9 2.8 Invesco UK Enhanced Index Pn 1 537 - 2 3 1.8 2 11 1 14.6 2 3.3 2 4.8 3 1,018 36 1,295 20 CCCC 1,402 20 2,642 12 7 10.2 2.6 Invesco UK Equities Pn 7 384 112 4.6 1 1.1 2 7.6 3 21.7 1 7.8 1 18.6 1 1,011 62 1,324 13 CCCC 1,693 2 3,434 2 11.1 13.1 3.1 Invesco UK Equity Pn 4 3,173 256.8 0.5 4 -10.5 4 2.9 4 5.5 4 0.8 3 12.7 1 895 140 972 140 C 1,104 135 2,009 119 2 7.2 2.9 L&G Equity Pn G1 9,885 772.5 2 3 -2.4 3 9.8 1 16.9 2 1.6 3 4.9 3 976 118 1,252 59 CCC 1,335 71 2,250 94 5.9 8.4 2.8 L&G PMC UK Equity Index Pn G17 305 - 2.3 2 - - - - - - - - - - - - - - - - - - - - - - L&G UK Equity Index G17 Pn Inet 260 785.4 2.2 2 0.4 2 8.3 2 14.5 2 3.3 2 3.5 4 1,004 78 1,246 70 - 1,333 77 2,283 79 5.9 8.6 2.7 L&G UK Equity Index Pn G1 979 2185.1 2.3 2 0.8 2 8.8 2 15 2 3.7 1 3.9 3 1,008 66 1,261 48 CCC 1,359 50 2,378 51 6.3 9 2.7 § London Life Equity Pn (P) 3,326 - 2.2 3 1.5 2 8.7 2 12.2 3 0.9 3 10.4 2 1,015 44 1,238 94 CC 1,379 39 2,617 15 6.6 10.1 2.8 LV= Fidelity Index UK Pn S2 137 48.7 2.3 2 1.4 2 9 2 15.3 2 4.1 1 - - 1,014 47 1,275 34 - - - - - - - 2.7 LV= Invesco High Income UK Pn S2 245 18.3 1.5 3 -10.3 4 1.8 4 8.2 4 2.5 2 13.9 1 897 139 987 138 C 1,153 129 2,315 71 2.9 8.8 2.6 LV= Vang FTSE UK All Shr Indx pns2 223 29.7 2 3 1.2 2 9.7 1 14.9 2 4.6 1 3.8 3 1,012 58 1,275 33 - 1,385 35 2,436 41 6.7 9.3 2.8 LV= Vanguard FTSE UK All Share Index Pn 268 30.3 2 3 1.1 2 9.4 1 14.6 2 4.1 1 3.8 3 1,011 61 1,268 42 - 1,372 42 2,456 37 6.5 9.4 2.8 M&G PP Recovery Pn 4,299 123 1.3 4 -7.9 4 6.3 3 24.3 1 -4.1 4 -3.1 4 921 133 1,217 116 CC 1,131 131 1,856 124 2.5 6.4 3.5 M&G PP UK Equity 350 Passive Pn 1,963 - 2 3 1.3 2 9.4 1 14.8 2 3.8 1 5.2 3 1,013 53 1,273 35 CCC 1,389 32 2,513 29 6.8 9.7 2.8 M&G PP UK Equity Passive Pn 3,293 263.8 2 3 1.1 2 9.2 1 15.1 2 3.6 1 5.5 3 1,011 60 1,271 39 CCC 1,389 30 2,520 28 6.8 9.7 2.8 M&G PP UK Equity Pn 1,81,163 453.5 1.7 3 -0.5 3 10 1 17.9 1 1.1 3 6.3 3 995 98 1,290 23 CCC 1,386 34 2,567 18 6.7 9.9 2.8 § Medical Sickness Soc UK Equity Pn 829 4.4 2 3 -6.8 4 6 4 21.2 1 -4.4 4 7.4 2 932 131 1,198 123 CC 1,230 123 2,621 14 4.2 10.1 3.1 MetLife Invesco Perp Income Pn 180 5.6 1.5 3 -9 4 -0.2 4 7.7 4 0.8 3 13.1 1 910 137 978 139 C 1,114 133 2,175 101 2.2 8.1 2.6 MetLife Merrill Lynch UK Pn 192 5.9 4.4 1 2 2 17.5 1 14.6 2 2.7 2 11.5 2 1,020 34 1,373 4 CCCC 1,573 5 2,469 35 9.5 9.5 3.2 MetLife Schroder UK Alpha Plus Pn 214 5.5 2.6 2 -2 3 8.7 2 11.3 4 -0.3 3 6.1 3 980 115 1,186 127 CC 1,254 120 2,448 39 4.6 9.4 2.9 § MetLife UK Equity Index Pn 187 391 2.3 2 0.7 2 8.5 2 14 3 3.9 1 3.7 4 1,007 68 1,245 74 CCC 1,342 65 2,323 68 6.1 8.8 2.7 § MGM UK Index Tracker Pn 199 - 2.4 2 4.2 1 7.4 3 14.9 2 2.4 2 3 4 1,042 10 1,286 25 CCCC 1,357 52 - - 6.3 - 2.6 NFU Mutual FRA UK Equity Pn S4 146 1084.6 1.4 4 4.5 1 9.4 1 16.2 2 2.9 2 4.9 3 1,045 8 1,329 12 CCCC 1,435 16 - - 7.5 - 2.8 NFU Mutual PPA UK Equity Pn S3 274 1084.6 1.4 4 4 1 8.9 2 15.6 2 2.4 2 4.4 3 1,040 12 1,310 17 CCCC 1,399 22 2,428 42 6.9 9.3 2.8 NFU Mutual Stakeholder Equity Pn S1 274 1084.6 1.4 4 4 1 8.9 2 15.6 2 2.4 2 4.4 3 1,040 14 1,310 16 CCCC 1,399 24 2,428 43 6.9 9.3 2.8 NFU Mutual Tr Inv Pln UK Eq Pn S1 274 1084.6 1.4 4 4 1 8.9 2 15.6 2 2.4 2 4.4 3 1,040 12 1,310 17 CCCC 1,399 22 2,428 44 6.9 9.3 2.8 § NPI UK Equity Pn S1/2 4,064 - 3.9 1 2.6 1 8.2 2 13.7 3 3.8 1 3.6 4 1,026 23 1,263 47 CCC 1,358 51 2,383 48 6.3 9.1 2.8 § NPI UK Equity Tracker Pn S1/2 345 - 3.9 1 2.3 1 7.8 2 12.4 3 3.3 2 3.3 4 1,023 32 1,239 91 - 1,321 92 2,249 95 5.7 8.4 2.8 OMW Invesco High Income Pn 2,725 123.2 2.4 2 -10.1 4 -0.2 4 6.8 4 2 2 12 2 899 138 959 144 C 1,095 139 2,100 115 1.8 7.7 2.8 OMW Invesco Income Pn 2,197 88.3 2.3 2 -7.9 4 -1.9 4 7 4 1 3 11.6 2 921 134 966 141 C 1,089 142 2,065 116 1.7 7.5 2.7 OMW Invesco UK Growth Pn 1,131 67.9 3.2 1 -5.7 4 4.2 4 20.5 1 -5.6 4 6.9 2 943 128 1,184 129 CC 1,194 127 2,530 24 3.6 9.7 3.1 OMW IPL BkAqCoUK EqPn 169 - 3.1 1 2.5 1 8.5 2 15.9 2 3.6 1 2.8 4 1,025 27 1,288 24 CCC 1,372 41 - - 6.5 - 2.9 OMW IPL BMO Stewardship Growth Pn 155 - 2.5 2 2.8 1 12.4 1 16.9 2 3.1 2 12.3 2 1,028 19 1,351 9 CCCCC 1,563 6 - - 9.3 - 2.7 OMW IPL LGIM UK Equity Index Pn 180 - 2.3 2 1.3 2 9.2 1 14.7 2 4 1 5.4 3 1,013 55 1,269 41 CCCC 1,391 27 - - 6.8 - 2.6 OMW Prof Fidelity Special Situations Pn 271 5.6 2.6 2 -2.8 3 8.1 2 23 1 0.6 3 14.1 1 972 119 1,293 22 CCCC 1,485 13 2,708 11 8.2 10.5 3.3 OMW Prof QIUKEqIndexPn 1,010 44.2 4 1 3.1 1 8 2 15.2 2 3.4 2 4.3 3 1,031 17 1,282 27 - 1,383 37 2,504 30 6.7 9.6 2.9 OMW Prof UK Dynamic Pn 315 9.9 3.6 1 -3.5 3 8.7 2 25.8 1 0.2 3 13.7 1 965 121 1,320 14 CCC 1,503 9 3,063 5 8.5 11.8 3.6 OMW Prof UK Equity Pn 1,290 12.6 3.7 1 -1.5 3 8.5 2 22.8 1 1.1 3 10.9 2 985 111 1,311 15 CCC 1,470 14 2,899 8 8 11.2 3.3 OMW Quilter Investors UK Equity Index Pn 816 65.1 3.9 1 2.3 1 7.1 3 14.3 2 2.6 2 3.5 4 1,023 31 1,253 56 - 1,332 79 2,323 69 5.9 8.8 2.9 § Pearl UK Equity Pn SHP 408 - 4 1 3.7 1 7.3 3 12.1 3 1.7 3 9.5 2 1,037 15 1,247 66 CCC 1,389 31 2,635 13 6.8 10.2 3 § Phoenix Alba Crusader UK Pn LAS 1,695 - 2.2 2 -2 3 8.2 2 15 2 -1.5 4 5.3 3 980 113 1,220 115 CC 1,266 118 2,145 105 4.8 7.9 2.7 § Phoenix Alba LAS Equity Pn 289 - 2.2 2 -1.9 3 8.2 2 15 2 -1.5 4 5.3 3 981 112 1,220 112 CC 1,266 117 2,146 104 4.8 7.9 2.7 § Phoenix Equity Pn S1 2,445 - 2.8 2 -0.7 3 7.3 3 14.9 2 -1.5 4 5.1 3 993 103 1,224 108 CC 1,267 115 2,127 109 4.8 7.8 2.8 § Phoenix Exempt Equity Pn 3,236 - 2.8 2 -0.9 3 7.2 3 14.8 2 -1.7 4 4.9 3 991 106 1,220 114 CC 1,259 119 2,123 110 4.7 7.8 2.8 § Phoenix FTSE All Pn Share Tracker 290 - 3.9 1 3.2 1 8.3 2 14.8 2 4.7 1 4 3 1,032 16 1,283 26 CCC 1,397 25 2,525 26 6.9 9.7 2.8 § Phoenix GT Capital Trust Pn 635 - 3.1 1 -6.3 4 3.6 4 19.7 1 -7.2 4 6.3 3 937 129 1,161 132 CC 1,145 130 2,347 63 2.7 8.9 3.1 § Phoenix SM Invesco Perp Higher Income Pn 328 - 1.4 4 -11.2 4 0.6 4 6.8 4 1.4 3 12.7 1 888 144 954 147 C 1,089 141 2,047 117 1.7 7.4 2.6 § Phoenix SM UK Equity Pn 964 - 1.3 4 -3.5 3 6.7 3 15.1 2 -2.4 4 8.3 2 965 123 1,184 128 CC 1,253 121 2,106 114 4.6 7.7 2.9 Phoenix Wealth Elite UK Equity Pn S4 476 157.4 2.4 2 2.8 1 5.3 4 13 3 0.5 3 7 2 1,028 18 1,223 110 CCC 1,316 99 2,380 50 5.6 9.1 2.5 Phoenix Wealth Invesco High Income Pn S4 429 55.3 1.4 4 -11.1 4 0.9 4 7.1 4 1.7 3 12.9 1 889 142 961 143 C 1,102 136 2,118 112 2 7.8 2.6 Phoenix Wealth iShrsUKEqIdxPn S4 447 177.5 2.3 2 0.5 2 8.4 2 14.1 3 2.9 2 3.3 4 1,005 73 1,243 78 - 1,321 94 2,305 74 5.7 8.7 2.7 Phoenix Wealth Merian UK Mid Cap Pn S4 890 14.6 1.8 3 -12.9 4 7 3 36.5 1 1.7 3 32.2 1 871 147 1,272 37 CCC 1,710 1 3,818 1 11.3 14.3 4.3 Pru BlkRk Aq UKEq Idx Pn 971 30.8 -1.9 4 0.5 2 5.9 4 16.3 2 1.5 3 5.4 3 1,005 74 1,238 93 - 1,325 86 2,274 84 5.8 8.6 3.3 Pru Equity Pn Pre A 2,688 375.5 1.9 3 -2 3 7.5 3 15.2 2 2.9 2 6.2 3 980 116 1,214 117 CC 1,327 85 2,330 65 5.8 8.8 2.8 Pru Ethical Pn S3 Inet 211 40.7 1.5 4 4.4 1 6.4 3 14.1 3 0.4 3 8.5 2 1,044 9 1,267 44 CCCC 1,380 38 2,436 40 6.7 9.3 2.8 Pru Ex-DSF Equity Pn 3,082 - 2 3 -1.2 3 8.5 2 16.2 2 3.8 1 7.2 2 988 108 1,246 71 CCC 1,386 33 2,552 20 6.7 9.8 2.8 Pru FRIA M&G Recovery Pn 323 - 1.3 4 -8.2 4 6 4 23.8 1 -4.4 4 -3.2 4 918 135 1,204 120 C 1,114 132 1,791 125 2.2 6 3.6 Pru M&G Recovery Pn Ser A 167 77.4 1.2 4 -8.6 4 5.5 4 23.2 1 -4.7 4 -3.7 4 914 136 1,188 125 C 1,090 140 1,716 126 1.7 5.5 3.6 Pru UK Equity Passive Pn S3 Inet 270 121.4 2 3 0.6 2 8.6 2 14.6 2 2.4 2 4.8 3 1,006 71 1,253 58 CCC 1,344 63 2,360 58 6.1 9 2.8 Pru UK Equity S3 Pn Inet 278 130.6 1.7 3 -0.8 3 9.6 1 17.5 1 0.8 3 6 3 992 105 1,277 30 CCCC 1,364 46 2,451 38 6.4 9.4 2.8 ReAssure HL Stakeholder UK Equity Pn 1 697 43 3.1 1 1 2 7.5 3 13 3 1.7 3 3.5 4 1,010 63 1,228 105 CC 1,292 109 2,259 92 5.3 8.5 2.8 ReAssure HL Stkhol UKAlCo TrkPn 423 174.3 3.1 1 1.4 2 7.6 3 13.6 3 3 2 3.2 4 1,014 48 1,239 89 CC 1,316 97 2,269 86 5.7 8.5 2.8 ReAssure HL UK All Company Tracker Pn 1 423 267 3.1 1 1.4 2 7.6 3 13.6 3 3 2 3.2 4 1,014 48 1,239 89 - 1,316 98 2,268 87 5.6 8.5 2.8 § ReAssure UK Equity Pn 1,314 270.1 3.2 1 2 2 7.4 3 13.2 3 4.1 1 2.4 4 1,020 33 1,241 83 CC 1,322 90 2,551 21 5.7 9.8 2.8 RLP BlackRock ACS UK Equity Index Pn 260 113.5 2.2 2 0.3 2 7.2 3 14 3 3.9 1 3.3 4 1,003 85 1,225 107 - 1,315 100 2,258 93 5.6 8.5 2.7 RLP Sustainable Leaders Trust Pn 274 153.5 3.5 1 12.5 1 8.6 2 12.8 3 -4.9 4 8.8 2 1,125 1 1,378 3 CCCCC 1,426 17 2,566 19 7.4 9.9 2.7 RLP UK Equity Pn 2,022 7713.9 2.1 3 0.1 2 8.8 2 14.5 2 0.8 3 5.7 3 1,001 90 1,246 69 CCC 1,329 82 2,361 57 5.8 9 2.7

Page 23: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

150 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

RLP UK Mid Cap Pn 438 246.8 1.7 3 0.3 2 11.5 1 21.7 1 -8.8 4 12.1 2 1,003 84 1,360 6 CCCCC 1,391 29 3,337 3 6.8 12.8 3.4 § Royal Liver High Yield Pn S2 294 4.1 1.8 3 2.7 1 4.6 4 7.7 4 0.9 3 12.2 2 1,027 20 1,157 133 CC 1,310 104 2,572 17 5.6 9.9 2.8 § Royal Liver UK Equity Pn S2 122 23.7 2.4 2 0.7 2 8.7 2 13.8 3 2.2 2 4.5 3 1,007 70 1,246 72 CCCC 1,331 80 2,267 88 5.9 8.5 2.8 Royal London (UF/As) UK Equity S1 Pn 1,452 - 2.1 3 0.7 2 9.3 1 14 3 1.8 3 6.1 3 1,007 69 1,255 52 CCC 1,354 54 2,533 22 6.3 9.7 2.7 Royal London ANL UK Equity Pn 613 - 2 3 0.5 2 9.1 1 14.1 3 1.7 3 4.8 3 1,005 76 1,251 60 CCC 1,335 73 2,356 60 5.9 8.9 2.7 § lRoyal London FTSE All-ShrInxTrPn S2 226 - 2.2 3 -0.1 3 7.9 2 13.2 3 2.9 2 1.9 4 999 93 1,220 113 - 1,280 114 2,218 97 5.1 8.3 2.8 § Royal London Sch Act UK Eq Pn 303 - 2.7 2 1.7 2 7.5 3 17 1 1.1 3 3.7 4 1,017 38 1,278 29 CCC 1,341 67 2,499 31 6 9.6 3.1 Royal London SH UK Eq Trk Pn 224 - 2.2 3 0.5 2 8.7 2 14.3 2 3 2 2.9 4 1,005 77 1,249 64 CCC 1,324 88 2,274 83 5.8 8.6 2.7 Royal London Stakeholder UK Equity Pn 603 - 2 3 0.5 2 9.3 1 14.1 3 1.8 2 4.9 3 1,005 75 1,254 53 CCC 1,339 68 2,327 67 6 8.8 2.7 § Royal London Sustainable Leaders Pn S2 359 - 3.5 1 10.6 1 12.1 1 11.9 3 6.3 1 13.7 1 1,106 2 1,387 1 CCCCC 1,677 3 3,112 4 10.9 12 2.7 § Royal London UK Growth Pn S2 262 - 1.2 4 2.5 1 8.2 2 12.2 3 3.3 2 9.1 2 1,025 26 1,243 79 CCC 1,401 21 2,467 36 7 9.4 2.8 Scottish Friendly UK Equity Pn 407 - 0.2 4 -7.5 4 12.7 1 14 3 0.8 3 14.7 1 925 132 1,189 124 CC 1,374 40 2,583 16 6.6 10 3.4 Scottish Widows UKAllShareTrkPn 251 643.7 2.4 2 1.6 2 7.7 3 13.8 3 3.3 2 3.1 4 1,016 41 1,245 73 - 1,327 84 2,288 78 5.8 8.6 2.8 Scottish Widows UKEqPn 211 731.2 2.9 2 0.4 2 8.7 2 13.4 3 2.3 2 3 4 1,004 81 1,238 95 CCC 1,304 107 2,215 99 5.5 8.3 2.8 § SIP AXA Fram UK Growth Pn S6 279 2.6 3.3 1 5.7 1 5.8 4 8.2 4 0.9 3 5.6 3 1,057 6 1,210 118 CCCC 1,290 111 2,366 55 5.2 9 2.9 SIP Fidelity Moneybuilder UK Index Pn S8 175 1.3 4 1 2.4 1 8.1 2 14.6 2 4 1 3.4 4 1,024 29 1,268 43 - 1,364 45 - - 6.4 - 2.8 SIP Fidelity UK Managed Pn S6 2,024 7.1 3.3 1 0 2 6.1 4 15.2 2 -0.7 3 11.6 2 1,000 92 1,222 111 CC 1,355 53 2,344 64 6.3 8.9 3.1 SIP UK Equity Pn S6 6,480 44.7 3.7 1 -6.5 4 11.9 1 17.5 1 -7.3 4 1.7 4 935 130 1,230 103 CC 1,158 128 1,889 123 3 6.6 2.9 SL iShares UK Equity Index Pn S3 178 656.2 1.7 3 -0.2 3 8.2 2 14.2 3 3.1 2 3.4 4 998 94 1,232 101 - 1,313 103 2,261 91 5.6 8.5 2.6 SL Vagd FTSE UK AllShareIdx Pn S3 177 1892.4 1.9 3 0.2 2 8.3 2 13.7 3 2.7 2 4.1 3 1,002 87 1,233 100 - 1,318 96 - - 5.7 - 2.8 SLFC (Cannon) Second Equity Pn 5,142 - 3.1 1 2.6 1 9.4 1 10.5 4 5.2 1 4.4 3 1,026 25 1,239 88 CC 1,360 49 2,371 54 6.3 9 2.7 SLFC (Laurentian) UK Eq Pn 2,286 - 3.1 1 2.4 1 9.2 1 10.3 4 5 1 4.2 3 1,024 28 1,234 99 CC 1,351 56 2,329 66 6.2 8.8 2.7 SLFC (Liberty) Blue Chip Pn 454 - 3.1 1 2.3 1 9.1 1 10.2 4 4.9 1 4.1 3 1,023 30 1,230 102 CC 1,343 64 2,301 76 6.1 8.7 2.7 SLFC UK Equity Growth Pn 3,709 987.8 3.1 1 2.6 1 9.4 1 10.5 4 5.2 1 4.4 3 1,026 24 1,239 87 CC 1,360 48 2,371 53 6.3 9 2.7 SMA Stakeholder UK Equity Pn 957 - 1.3 4 -3.4 3 6.7 3 15.1 2 -2.3 4 12.4 1 966 120 1,186 126 CC 1,302 108 2,138 107 5.4 7.9 2.9 Stan Life FTSE Tracker Pn S1 274 668.1 1.9 3 0.6 2 8.8 2 14.2 3 3.2 2 4.7 3 1,006 72 1,251 61 - 1,351 57 2,359 59 6.2 9 2.8 Stan Life UK Equity Pn S1 7,409 2000.3 2 3 -3.5 3 7.2 3 18.4 1 -1.1 3 5.7 3 965 122 1,226 106 CCC 1,282 113 2,306 72 5.1 8.7 2.9 SW Inv Perp High Inc Pn 450 365.5 1.4 4 -11.2 4 0.8 4 7.1 4 1.5 3 12.9 1 888 143 959 145 C 1,099 137 2,116 113 1.9 7.8 2.6 SW SSgA UK Equity Index Pension Series 2 194 203.9 3 2 1.6 2 7.8 2 13.2 3 3.3 2 3.3 4 1,016 40 1,240 86 CCC 1,323 89 2,306 73 5.8 8.7 2.8 UK Equity (ARC) Pn 188 2657.6 1.5 3 -0.6 3 8.3 2 13.7 3 2 2 9.3 2 994 101 1,224 109 CC 1,365 43 - - 6.4 - 2.7 UK Equity Pn 3,741 2657.6 1.4 4 -1.3 3 7.5 3 12.9 3 1.3 3 8.6 2 987 109 1,199 122 CC 1,319 95 2,249 96 5.7 8.4 2.7 UK Index Tracker (ARC) Pn 194 2707.1 2.8 2 1.3 2 9.2 1 15.3 2 4 1 4.4 3 1,013 54 1,276 31 - 1,385 36 - - 6.7 - 2.7 UK Index Tracker Pn 219 2707.1 2.7 2 0.3 2 8.2 2 14.2 2 3 2 3.4 4 1,003 82 1,240 85 - 1,321 93 2,261 90 5.7 8.5 2.7 Vitality InvtUKLstdEqGthPn 206 0.8 2.1 3 0.2 2 8.5 2 13.7 3 4 1 10.3 2 1,002 86 1,236 97 CCC 1,418 18 - - 7.2 - 2.7 Vitality InvtUKLstdEqIncPn 221 - 2.1 3 5.8 1 8.5 2 9 4 10.9 1 - - 1,058 5 1,251 62 CCC - - - - - - 2.8 Wesleyan Ethical Shares Pn S2 196 0.6 0.5 4 -3.8 3 6.3 3 7.9 4 -2 4 15.3 1 962 125 1,103 136 C 1,245 122 - - 4.5 - 3.5 Wesleyan UK Higher Risk Shares Pn S2 229 0.6 1.1 4 -16.4 4 14.1 1 15.1 2 -11 4 10.5 2 836 148 1,098 137 C 1,080 143 - - 1.6 - 4.1 Wesleyan UK Shares Pn S2 188 2.9 5.5 1 -0.6 3 6.8 3 10.1 4 6.4 1 8.3 2 994 100 1,169 131 C 1,348 60 - - 6.1 - 3.2 Zurich Baillie Gifford UK Equity Pn Inet 1,272 5.8 1.8 3 0.4 2 12.6 1 20.1 1 3.2 2 7.2 2 1,004 80 1,358 8 - 1,502 10 - - 8.5 - 3.1 Zurich Merian UK Alpha Pn Inet 663 - 1.5 3 0.9 2 8.2 2 16.5 2 -4.3 4 4.1 3 1,009 64 1,272 38 CCCC 1,266 116 - - 4.8 - 2.8 Zurich UK Equity Pn Inet 650 71.2 3.1 1 -0.5 3 7 3 12.9 3 6.8 1 10 2 995 96 1,201 121 CC 1,411 19 2,905 7 7.1 11.3 2.8 Zurich UK Opportunities Pn Inet 666 14.8 4.2 1 -2 3 9.9 1 12.3 3 6.7 1 5.5 3 980 114 1,210 119 CC 1,361 47 - - 6.4 - 2.8 Ave/Total (F) 6 2,336 595.2 2.3 - -0.5 - 8.1 - 14.7 - 1.5 - 6.7 - 995 148 1,233 147 1,333 143 2,379 126 5.8 9 2.9 FTSE 100 TR GBP - 2.2 2.3 9.4 14 4.5 3.1 1,023 1,276 1,374 2,397 6.6 9.1 2.9 FTSE 250 TR GBP - 1.3 -3 8.4 17.6 0.5 17.1 970 1,237 1,456 3,228 7.8 12.4 2.9 FTSE AllSh TR GBP - 2 1.3 9.2 14.9 3.8 5.4 1,013 1,270 1,389 2,511 6.8 9.6 2.8

UK Direct Property § Abbey HS Property Pn 2,658 - -0.3 4 -1.3 4 6.4 4 14.2 1 -12.2 4 12.2 3 987 75 1,198 40 - 1,181 72 1,852 47 3.4 6.4 1 § Abbey Property Pn 2,973 - -0.3 4 -1.3 4 6.4 3 14.3 1 -12.2 4 12.4 3 987 76 1,200 37 - 1,185 70 1,866 45 3.5 6.4 1 Aviva IP Property Pn C 1,690 608.5 -0.2 3 3.3 1 9.5 1 6.2 4 3.1 1 13.5 2 1,033 18 1,201 36 - 1,405 23 2,091 28 7 7.7 0.6 Aviva Property CGU Pn 1,639 2163.9 0.3 1 2.8 2 7.5 3 5.4 4 2.7 1 12.6 2 1,028 21 1,164 54 - 1,346 43 2,144 18 6.1 7.9 0.4 Aviva Property CU Pn 1,280 2163.9 0.2 1 2.4 2 7.1 3 5 4 2.3 1 12.2 3 1,024 33 1,151 62 - 1,321 48 2,066 29 5.7 7.5 0.4 Aviva Property GA Pn S1 946 2163.9 0.2 1 2.4 2 7.1 3 5 4 2.3 1 12.1 3 1,024 31 1,151 61 - 1,321 49 2,065 30 5.7 7.5 0.4 Aviva Property Initial PM Pn 1,559 2163.9 0.2 1 2.5 2 7.2 3 5.1 4 2.5 1 12.3 3 1,025 27 1,155 58 - 1,329 46 2,091 27 5.9 7.7 0.4 Canlife Property Distribution Pn 664 - 0 3 1.4 3 5.2 4 8.4 3 2.5 1 14.8 1 1,014 55 1,156 57 - 1,360 34 2,308 6 6.3 8.7 1.2 § Canlife Property Pn PS2 771 233.7 0 3 0.6 3 4.3 4 7.4 3 1.6 2 13.8 2 1,006 58 1,126 72 - 1,301 52 2,116 20 5.4 7.8 1.2 Canlife UK Property Pn PS4 3,566 24.2 -0.1 3 0.5 3 4.5 4 7.5 3 1.6 2 13.9 2 1,005 59 1,130 71 - 1,308 50 2,112 22 5.5 7.8 1.2 § Cler Med EIPP Property Pn 1,264 - -0.1 3 2.4 2 8.5 2 13 1 -3.2 3 14.3 1 1,024 29 1,256 22 - 1,389 28 2,202 12 6.8 8.2 0.7 § Cler Med FRP Property Pn 953 - -0.2 3 1.9 2 8 2 12.4 1 -3.7 3 13.7 2 1,019 43 1,237 29 - 1,355 38 2,095 26 6.3 7.7 0.7 § Cler Med GMPP Property Pn 951 - -0.2 3 1.9 2 8 2 12.4 1 -3.7 3 13.7 2 1,019 42 1,237 28 - 1,355 37 2,095 25 6.3 7.7 0.7 Clerical Medical UK Property Pension 704 314.2 -0.2 3 2 2 8.1 2 12.6 1 -3.6 3 13.8 2 1,020 39 1,242 27 - 1,363 32 2,107 23 6.4 7.7 0.7 § Countrywide PS Property Pn 567 0.2 -1 4 -1.7 4 8.3 2 -0.2 4 1.5 2 2.5 4 983 80 1,062 83 - 1,105 83 1,593 66 2 4.8 0.8 § Countrywide SP Property Pn 483 46 0.2 1 1 3 7.6 2 1.9 4 1.5 2 12.2 3 1,010 57 1,108 76 - 1,262 58 1,836 49 4.8 6.3 0.6 § Equitable Property Pn 745 17 -0.4 4 -1.9 4 6.5 3 11.5 2 -9.3 4 11.9 3 981 81 1,165 53 - 1,182 71 1,750 56 3.4 5.8 0.7 Formerly Lloyds TSB Property Pension 939 15.3 -0.2 3 1.8 2 7.9 2 12.3 1 -3.8 4 14 2 1,018 46 1,233 30 - 1,353 39 1,830 50 6.2 6.2 0.7 Guardian Choices Property Pn 648 - 4 1 7.3 1 6.5 3 12 1 8.9 1 1 4 1,073 3 1,281 13 - 1,408 21 2,009 34 7.1 7.2 2.1 Guardian Property Pn 1,417 - 4 1 7.3 1 6.5 3 12 1 8.9 1 1 4 1,073 2 1,281 12 - 1,408 20 2,012 32 7.1 7.2 2.1 § Halifax Property Pension 233 52.8 -0.1 3 2.1 2 8.1 2 13.7 1 -3.6 3 14.1 2 1,021 37 1,256 23 - 1,381 30 1,992 36 6.7 7.1 0.8 § HLL Aviva Investors UK Property Pn 51 982 2.1 0.5 1 -0.4 3 7.2 3 3.9 4 0.1 2 3.6 4 996 66 1,109 75 - 1,149 78 - - 2.8 - 0.6 L&G Hndr UK Prp PAIF Fdr Pn G25 123 1.9 -4.4 4 2.4 2 7.5 2 8.6 3 -5.6 4 10.6 4 1,024 32 1,195 43 - 1,247 60 1,853 46 4.5 6.4 2.2 L&G M&GFeeder of PrptyPfl Pn G25 117 2.1 0 3 -0.5 3 6.3 4 8.9 3 -8.9 4 11 4 995 68 1,152 59 - 1,165 76 1,562 70 3.1 4.6 0.6 L&G Property G17 Pn SH Inet 309 262.3 0.7 1 3.1 1 8.9 1 12.3 1 0.2 2 12.6 2 1,031 19 1,261 19 - 1,423 17 2,243 8 7.3 8.4 0.8 L&G Property Pn G1 3,369 542.1 0.7 1 3.4 1 9.2 1 12.6 1 0.4 2 12.9 2 1,034 15 1,272 17 - 1,442 15 2,306 7 7.6 8.7 0.8 LV= Janus Henderson UK Property Pn 125 2.8 0.1 2 4.4 1 7.9 2 1.1 4 0 2 11.4 3 1,044 10 1,139 69 - 1,269 57 1,829 51 4.9 6.2 2 LV= L&G UK Property Pn S2 151 23.8 0.1 2 2.7 2 9.1 1 9.2 3 1.1 2 12.2 3 1,027 22 1,223 32 - 1,389 29 - - 6.8 - 0.5 LV= M&G Property Portfolio Pn S2 151 9.3 -0.6 4 -0.3 3 7.3 3 8.6 3 -6.9 4 12.4 3 997 64 1,162 55 - 1,216 65 - - 4 - 0.6 LV= Threadneedle UK Property AIF Pn S2 129 5.5 0.1 2 -9.7 4 7.6 2 11.1 2 2.1 2 12.1 3 903 85 1,080 79 - 1,237 63 - - 4.3 - 1.7 M&G PP UK Property Pn 81,371 - -0.1 3 1.9 2 9.8 1 7.2 3 4.8 1 15.5 1 1,019 41 1,200 38 - 1,452 11 2,120 19 7.7 7.8 0.5 M&G Property Portfolio (ARC) Pn 145 27.5 -0.6 4 -0.2 3 7.4 3 10.7 2 -8.6 4 12.6 2 998 63 1,187 48 - 1,221 64 - - 4.1 - 1.2 M&G Property Portfolio Pn 153 27.5 -0.7 4 -1.2 4 6.3 4 9.6 2 -9.5 4 11.4 3 988 72 1,151 60 - 1,162 77 1,604 65 3 4.8 1.2 § MGM Property Pn 1,330 - 0.2 1 1.4 3 7.4 3 9.3 3 -1.3 3 13.6 2 1,014 54 1,190 46 - 1,335 45 1,661 61 6 5.2 0.7 OMW Aviva Inv UK Property Feeder Pn 97 14.5 -1.2 4 -1.6 4 6.7 3 0.6 4 1.6 2 2.6 4 984 79 1,056 84 - 1,101 84 1,583 68 1.9 4.7 0.8 OMW IPL Aviva Lime Property Pn 153 - 1.1 1 6.6 1 7.9 2 8.6 3 7.1 1 8 4 1,066 4 1,249 26 - 1,444 14 - - 7.6 - 0.7 OMW JnsHndrsnUKPropPAIFFdr Pn 107 40.8 0.2 1 2.8 1 7.5 2 8.3 3 -6.2 4 10.9 4 1,028 20 1,197 41 - 1,246 61 1,906 44 4.5 6.7 1.9 OMW M&G Feeder of Property Portfolio Pn 111 9 0.3 1 -1 4 5.9 4 9 3 -10.3 4 11.1 3 990 70 1,142 67 - 1,139 80 1,541 71 2.6 4.4 0.7 OMW Prof Aviva Inv UK Prp Fdr Pn 104 0.5 -1 4 -1.3 4 7.7 2 1.5 4 2.1 2 3.1 4 987 77 1,079 81 - 1,135 81 1,700 60 2.6 5.4 0.8 OMW Prof PfJnsHdrsUKPrPAIFFdrPn 553 3.4 0.3 1 8.6 1 8.7 2 9.3 3 -4.9 4 13.8 2 1,086 1 1,290 10 - 1,397 26 2,160 16 6.9 8 2.1 OMW Thread UK Prop Auth Tr Fdr Pn 119 4 -6.8 4 -5 4 5.9 4 9.1 3 -2.3 3 12.7 2 950 84 1,099 77 - 1,210 68 1,472 72 3.9 3.9 2.3 § Phoenix Alba LAS Property Pn 908 - 0 3 1.6 3 7.4 3 9.7 2 -2.1 3 12.9 2 1,016 51 1,197 42 - 1,323 47 2,008 35 5.8 7.2 0.5 § Phoenix Cent Property Pn OM1 1,215 - 0 3 5 1 16.2 1 13.1 1 2.1 2 15.4 1 1,050 9 1,380 4 - 1,626 8 2,473 3 10.2 9.5 0.8 § Phoenix Exempt Property Pn 1,782 - 0 3 5.2 1 16.3 1 13.2 1 2.2 1 17 1 1,052 8 1,386 3 - 1,658 3 2,459 5 10.6 9.4 0.8 § Phoenix Prop Gth Property Pn S4 879 - -0.3 4 1.8 2 12.5 1 9.5 2 -1.1 3 13.2 2 1,018 47 1,254 24 - 1,404 25 1,753 55 7 5.8 0.8 § Phoenix Prop Gth Rtmt Annuity S5 Pn 6,916 - 0.1 3 5.4 1 16.5 1 13.4 1 2.4 1 17.3 1 1,054 6 1,393 1 - 1,672 1 2,498 2 10.8 9.6 0.8 § Phoenix Property Pn S1 1,681 - 0 3 5.3 1 16.5 1 13.3 1 2.4 1 17.2 1 1,053 7 1,391 2 - 1,668 2 2,464 4 10.8 9.4 0.8

Page 24: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

Money Management | September | 2019 | 151

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

§ Phoenix SCP Property Pn Ret 1,320 - -0.1 3 1.6 3 7.3 3 9.2 3 -0.7 2 10.3 4 1,016 52 1,190 47 - 1,303 51 1,919 43 5.4 6.7 0.5 § Phoenix SM Morley Commercial Property Pn 145 - 0.5 1 -1.2 4 6.2 4 3 4 -0.3 2 9.3 4 988 73 1,080 80 - 1,177 73 1,707 58 3.3 5.5 0.6 Phoenix Wealth AvivaInvPropPn S4 252 16.2 -6.1 4 -0.9 4 6.2 4 2.7 4 -0.4 2 8.6 4 991 69 1,081 78 - 1,169 74 1,563 69 3.2 4.6 1.6 Phoenix Wealth JnsHndnUKProPn S4 311 12.8 0.1 2 2.3 2 7.4 3 8.6 3 -6.7 4 11.6 3 1,023 34 1,194 45 - 1,243 62 1,955 40 4.4 6.9 2.9 Phoenix Wealth L&G UK Property Pn S4 351 18.3 0.2 1 2.1 2 8.2 2 4.1 4 6.5 1 11.3 3 1,021 38 1,150 63 - 1,364 31 - - 6.4 - 2.6 § Phoenix Wealth ThrdndPnProp S4 368 53.3 -0.1 3 1.7 3 9.2 1 13.3 1 -1.6 3 14.7 1 1,017 49 1,259 21 - 1,420 19 2,187 13 7.3 8.1 2 Property (ARC) Pn 145 469.7 0.3 1 1.3 3 5.9 4 6.8 3 3.5 1 7.5 4 1,013 56 1,145 65 - 1,274 55 - - 5 - 0.5 Property Pn 882 469.7 0.2 1 0.3 3 5 4 5.8 4 2.5 1 6.4 4 1,003 61 1,114 73 - 1,216 66 1,720 57 4 5.6 0.5 Pru Ex-DSF M&G Prop Pfl Prop Pn 1,536 66.2 -0.4 4 0.5 3 8 2 11.2 2 -1.6 3 18.2 1 1,005 60 1,208 33 - 1,406 22 1,796 53 7 6 0.5 Pru FRIA M&G Property Portfolio Pn 193 - -0.5 4 -0.3 3 7.2 3 10.3 2 -2.3 3 17.3 1 997 65 1,179 49 - 1,350 41 1,650 63 6.2 5.1 0.5 Pru L&G UK Property Pn Ser A 98 1.1 0 3 1.8 3 - - - - - - - - 1,018 48 - - - - - - - - - - Pru M&G Property Portfolio Pn 1,005 - -0.5 4 -0.5 3 7 3 10.1 2 -2.5 3 17.1 1 995 67 1,172 50 - 1,337 44 1,701 59 6 5.5 0.5 Pru Threadneedle Property Pn S3 Inet 178 0.1 -0.1 3 2 2 9.2 1 13.8 1 -1.4 3 15 1 1,020 40 1,267 18 - 1,437 16 - - 7.5 - 2.6 Pru UK Property Pn S1 648 0.2 0 3 1.9 2 9.7 1 7.4 3 4.9 1 8 4 1,019 45 1,200 39 - 1,358 35 1,942 41 6.3 6.9 1.7 § ReAssure Aegon Property Pn S1 5,575 0.6 0.1 2 3.8 1 9.6 1 10.8 2 1.6 2 11 3 1,038 13 1,260 20 - 1,422 18 2,096 24 7.3 7.7 0.6 § ReAssure AL M&G Property Pn 108 1 0 3 0 3 5.8 4 8.7 3 -8.9 4 11.3 3 1,000 62 1,150 64 - 1,166 75 1,586 67 3.1 4.7 0.6 § ReAssure Crown Property Pn 762 0.3 0.1 2 3.5 1 9.3 1 10.5 2 1.4 2 10.7 4 1,035 14 1,251 25 - 1,405 24 2,044 31 7 7.4 0.6 § ReAssure Property Pn 674 27.6 0.1 2 4.2 1 10 1 11.2 2 2 2 11.4 3 1,042 12 1,274 15 - 1,447 13 2,167 15 7.7 8 0.6 RLP Property Pn 1,132 - 0.1 2 2.4 2 7.7 2 3.8 4 4.3 1 13 2 1,024 30 1,145 66 - 1,350 42 2,115 21 6.2 7.8 0.4 Scottish Widows PropPn 268 1490.8 -0.2 3 1.9 2 7.9 2 11.5 2 -3.4 3 14.8 1 1,019 44 1,227 31 - 1,360 33 1,965 39 6.3 7 0.7 SIP Aviva Investors Property Trust Pn S8 91 0.4 -1.1 4 -1.3 4 7.2 3 1.2 4 1.7 2 3.2 4 987 74 1,071 82 - 1,124 82 1,644 64 2.4 5.1 0.7 § SIP Henderson UK Property Pn S6 97 - 0.1 2 1.7 3 6.6 3 7.5 3 -6.3 4 10 4 1,017 50 1,165 52 - 1,201 69 1,753 54 3.7 5.8 1.9 SIP Property Pn S6 2,467 39.1 -0.3 4 2.2 2 14.3 1 9.6 2 2.9 1 10 4 1,022 35 1,280 14 - 1,449 12 1,926 42 7.7 6.8 0.8 SLFC (Cannon) Second Property Pn 2,374 105.3 0.2 2 2.7 2 12.9 1 12.2 1 4.2 1 22.2 1 1,027 23 1,301 7 - 1,658 5 2,223 9 10.6 8.3 1 SLFC (Laurentian) Prop Pn 1,216 - 0.2 2 2.6 2 12.7 1 12.1 1 4.1 1 22.1 1 1,026 25 1,296 8 - 1,647 6 2,184 14 10.5 8.1 1 SLFC (Liberty) Property Pn 289 - 0.1 2 2.4 2 12.6 1 12 1 4 1 21.9 1 1,024 28 1,291 9 - 1,637 7 2,157 17 10.4 8 1 SLFC (Lrntn Trdnt) Property Pn 3,260 - 0.2 2 2.7 2 12.9 1 12.2 1 4.2 1 22.2 1 1,027 24 1,301 6 - 1,658 4 2,211 10 10.6 8.3 1 Stan Life Long Lease Prop Mgd Pn S2 329 2523.3 0.3 1 5.8 1 9.3 1 9.9 2 5 1 8.9 4 1,058 5 1,272 16 - 1,454 10 2,544 1 7.8 9.8 0.3 Stan Life Pooled Property Pn S5 289 2696 -0.2 3 -1.2 4 7.8 2 13.1 1 -7.8 4 14.6 1 988 71 1,205 35 - 1,274 54 2,204 11 5 8.2 0.7 Stan Life Property Individual Pn S4 111 93.8 -0.4 4 -2.8 4 5.5 4 11 2 -4.6 4 11.8 3 972 83 1,138 70 - 1,214 67 1,852 48 4 6.4 0.7 Stan Life Property Pn S1 2,418 1109.1 -0.3 4 -2 4 6.4 3 11.9 1 -3.7 3 12.9 2 980 82 1,168 51 - 1,270 56 2,010 33 4.9 7.2 0.7 SW Hend UK Prop Pn 128 47.8 0.1 2 2.6 2 7.8 2 9.1 3 -6.8 4 11.6 3 1,026 26 1,206 34 - 1,254 59 1,972 38 4.6 7 0.5 SW UK Property CS1 797 - 0.3 1 4.4 1 7.5 2 6.4 4 -2.2 3 15.7 1 1,044 11 1,194 44 - 1,352 40 - - 6.2 - 0.4 § United Friendly Property Pn S1 965 - -0.5 4 1.5 3 5.7 4 3.6 4 7.4 1 13.5 2 1,015 53 1,113 74 - 1,356 36 1,975 37 6.3 7 0.5 Zurich L&G Property Pn Inet 910 30.8 0.4 1 2.1 2 13.8 1 10.6 2 0.2 2 8.3 4 1,021 36 1,285 11 - 1,394 27 - - 6.9 - 4.6 Zurich M&G Property Portfolio Pn Inet 114 3.1 -0.6 4 -1.5 4 6.1 4 9.2 3 -9.7 4 11.5 3 985 78 1,142 68 - 1,149 79 1,660 62 2.8 5.2 0.6 Zurich Property 2 Pn Inet 214 1736.8 0.1 2 3.4 1 6.5 3 5.5 4 -2.6 3 14.7 1 1,034 16 1,162 56 - 1,298 53 1,803 52 5.3 6.1 0.4 Zurich Thrndl Pn Prop ZP 944 60 0.1 2 3.4 1 11 1 15.2 1 -0.1 2 16.6 1 1,034 17 1,321 5 - 1,538 9 - - 9 - 2 § Ave/Total (F) 6 1,914 259.1 -0.1 - 1.6 - 8.3 - 9 - -0.8 - 12.2 - 1,016 85 1,201 84 1,339 84 1,967 72 5.9 6.9 1

UK Equity Income § Abbey High Income Pn 781 - 2.6 2 -0.2 2 8.4 1 14.5 2 2.7 3 3 4 998 29 1,239 9 CCC 1,311 48 2,075 61 5.6 7.6 2.8 Artemis Income (ARC) Pn 211 115.2 2.9 2 0.8 2 9.3 1 14.7 1 3 2 9.5 2 1,008 21 1,263 3 CCC 1,424 6 - - 7.3 - 2.6 Artemis Income Pn 246 115.2 2.8 2 -0.2 2 8.2 2 13.6 2 1.9 3 8.4 2 998 28 1,226 18 CCC 1,354 26 2,478 17 6.3 9.5 2.6 Av Higher Income AP Inet 312 698 1.5 3 4.4 1 4.8 4 12.9 2 2.2 3 -0.1 4 1,044 8 1,235 10 CCC 1,261 60 2,194 45 4.8 8.2 3 Aviva Equity Initial Pn PM 1,274 9513.2 2.7 2 -1 3 4.6 4 10.5 3 -2.3 4 2.1 4 990 42 1,145 60 CC 1,141 72 1,711 64 2.7 5.5 2.8 Aviva Thredndl UK EqInc Pn 251 51.2 4.5 1 -0.8 2 7.3 2 10.5 4 6.7 1 9 2 992 39 1,176 42 C 1,369 17 - - 6.5 - 3.1 Aviva UK Equity Income Pn Inet 218 139 2.4 3 1.6 1 5.8 3 13.3 2 5 2 9 2 1,016 15 1,218 22 CC 1,394 15 2,759 4 6.9 10.7 3.1 Canlife Artemis Income Pn PS4 184 0.6 2.8 2 -0.5 2 7.9 2 13.4 2 1.2 3 8.6 2 995 34 1,216 23 CCC 1,337 35 2,426 25 6 9.3 2.7 Canlife BMO Responsible UK Income Pn PS4 199 0.6 1.5 3 1.7 1 4.8 4 12.2 3 0.9 3 11.9 1 1,017 14 1,196 35 CCC 1,350 29 2,542 13 6.2 9.8 2.3 Canlife Jupiter Income Trust Pn PS4 149 0.3 2.7 2 -3.9 4 7.6 2 11.5 3 9.5 1 5 4 961 59 1,153 53 C 1,325 43 2,133 56 5.8 7.9 2.9 Canlife UK Equity Income Pn PS4 345 16.2 1.6 3 -3.2 3 7.3 2 8.7 4 3.4 2 10.3 1 968 57 1,129 65 C 1,288 55 2,152 53 5.2 8 2.8 Clerical Medical UK Eq Inc Pension 485 49.5 1.6 3 -1.4 3 8.6 1 14.7 1 2.5 3 3.2 4 986 47 1,228 16 CCC 1,299 52 2,138 55 5.4 7.9 2.6 CM Newton Higher Income Pension 257 13.8 2.4 3 4.8 1 6.8 3 1.8 4 15.2 1 7.9 3 1,048 7 1,140 63 C 1,416 10 2,351 32 7.2 8.9 2.6 CM Schroder Income Pension 301 7.2 0.2 4 -6.7 4 14.4 1 15.6 1 -0.4 4 5 4 933 72 1,234 11 CCCC 1,290 54 2,337 36 5.2 8.9 2.7 § Halifax IM UK Equity Income Pn 328 - 2.4 3 5.3 1 7.3 2 2.2 4 15.7 1 8.3 2 1,053 3 1,155 50 CC 1,447 2 2,469 19 7.7 9.5 2.6 § Halifax UK Equity Income Pension 307 325 1.6 3 -1.3 3 8.7 1 14.9 1 2.6 3 3.4 4 987 44 1,232 13 CCC 1,306 50 2,151 54 5.5 8 2.6 § HLL Fidelity Moneybuilder Dividend Pn 51 1,214 5.6 1.8 3 -0.6 2 1.6 4 6 4 7.1 1 - - 994 35 1,071 73 C - - - - - - 2.6 § HLL Schroder Income Pn 51 2,377 2.9 0.3 4 -5.8 4 15.7 1 16.2 1 0.5 4 6.6 3 942 70 1,266 2 CCCC 1,357 23 - - 6.3 - 2.6 L&G Artemis Income Pn G25 235 5.5 4.7 1 1.4 1 7.4 2 13.1 2 3.1 2 8 2 1,014 17 1,232 12 CCC 1,372 16 2,572 10 6.5 9.9 2.7 L&G BlackRock UK Income Pn G25 216 1.5 3.9 1 2.2 1 4.5 4 12.9 2 3.5 2 12.5 1 1,022 11 1,206 30 CC 1,404 12 2,370 29 7 9 2.9 L&G IP Newton UK Income Pn G17 Inet 374 93.7 2.4 2 5.3 1 7.3 2 2.3 4 15.5 1 8.2 2 1,053 2 1,155 51 C 1,444 3 2,417 26 7.6 9.2 2.6 L&G Schroder Income Pn G25 259 2.3 1.8 3 -4.6 4 14.6 1 16.1 1 1 3 6.3 3 954 68 1,269 1 CCCC 1,362 21 2,553 12 6.4 9.8 2.7 LV= Artemis Income Pn 198 10.9 2.9 2 -0.5 2 8.2 2 13.9 2 2.1 3 8.7 2 995 32 1,227 17 CCC 1,362 20 2,569 11 6.4 9.9 2.6 LV= Artemis Income Pn S2 273 10.7 2.9 2 0 2 8.8 1 14.6 1 2.7 3 9.4 2 1,000 25 1,246 7 CCC 1,400 14 2,705 7 7 10.5 2.6 LV= Schroder Income Maximiser Pn 206 3.6 0.4 4 -1.8 3 11.7 1 14.5 2 -1.3 4 5.9 4 982 48 1,256 4 CCC 1,313 46 2,229 43 5.6 8.3 2.3 LV= Threadneedle UK Equity Income Pn 2 187 6.3 3.7 1 -1.1 3 8.3 1 12.1 3 7.9 1 9.6 1 989 43 1,200 32 C 1,419 9 - - 7.3 - 3 M&G PP UK Equity Dividend Pn 2,178 68.4 0.8 4 2.7 1 8.2 1 11.8 3 6.9 1 7 3 1,027 10 1,242 8 CCCC 1,422 7 2,785 3 7.3 10.8 2.8 MetLife Jupiter Income Pn 156 - 3.3 1 -3 3 7.4 2 4.3 4 9.7 1 9.9 1 970 55 1,087 71 C 1,311 49 2,177 49 5.6 8.1 3.2 NFU Mutual FRA UK Equity INC Pn S4 137 5.3 1.5 4 -0.2 2 7.2 3 11.9 3 5.1 2 7.1 3 998 26 1,198 33 CCC 1,348 31 - - 6.2 - 2.7 NFU Mutual PPA UK Equity Income Pn S3 239 5.3 1.4 4 -0.7 2 6.7 3 11.4 3 4.6 2 6.5 3 993 37 1,180 38 CC 1,314 44 2,349 33 5.6 8.9 2.7 NFU Mutual Tr Inv Pln UKE Inc Pn S1 239 5.3 1.4 4 -0.7 2 6.7 3 11.4 3 4.6 2 6.5 3 993 37 1,180 38 CC 1,314 44 2,349 33 5.6 8.9 2.7 OMW Jupiter Income Pn 378 20.1 3.9 1 -2.9 3 6.7 3 11.1 3 9.2 1 6.2 3 971 54 1,151 55 C 1,335 36 2,186 46 5.9 8.1 3.1 OMW Premier Income Pn A 445 12.2 1.9 3 -4 4 0.4 4 14.1 2 0.7 3 8.3 2 960 63 1,099 70 C 1,199 67 2,249 42 3.7 8.4 3.1 OMW Prof Fidelity MnyBld Dv Pn 619 0.4 3.8 1 1.2 2 0 4 5.8 4 7.2 1 7.8 3 1,012 18 1,071 72 C 1,239 62 2,409 27 4.4 9.2 2.8 OMW QIUKEqLg-CpInc(Artms) Pn 319 23.5 4.7 1 0.9 2 6.7 3 11.1 3 1.3 3 9.5 1 1,009 20 1,196 34 CCC 1,327 41 2,473 18 5.8 9.5 2.8 OMW QIUKEqLg-CpVl(BNYMl) Pn 339 11.6 4.5 1 7.2 1 5.5 3 1.4 4 16.4 1 7.1 3 1,072 1 1,147 58 C 1,430 4 2,373 28 7.4 9 2.9 § Phoenix Equity Income Pn S1 894 - 2.7 2 -6.5 4 8.1 2 13.7 2 -3.6 4 8.5 2 935 71 1,150 56 CC 1,203 66 2,061 62 3.8 7.5 3.1 § Phoenix SCP High Income Pn Ret 3,306 - 2.1 3 -6.8 4 9.1 1 13.7 2 -3.7 4 8.6 2 932 73 1,156 49 CC 1,208 64 2,096 59 3.9 7.7 3 § Phoenix SM Artemis Income Pn 375 - 2.8 2 -0.2 2 8.1 2 13.5 2 1.9 3 8.1 2 998 27 1,225 21 CCC 1,350 30 2,483 15 6.2 9.5 2.6 § Phoenix SM Newton Higher Income Pn 326 - 2.4 3 4.3 1 6.2 3 0.8 4 14.1 1 7.2 3 1,043 9 1,117 69 C 1,365 19 2,201 44 6.4 8.2 2.6 Phoenix Wealth Artemis Income Pn S4 495 43.9 2.8 2 -0.3 2 8.2 2 13.6 2 1.9 3 8.4 2 997 31 1,225 20 CCC 1,353 27 2,469 20 6.2 9.5 2.7 Phoenix Wealth Jupiter Income Pn S4 457 9.9 2.8 2 -3.8 3 7.6 2 11.7 3 9.6 1 5.9 4 962 58 1,157 47 C 1,343 34 2,167 52 6.1 8 2.9 Phoenix Wealth MICheltnUKEqIncPn S4 267 9.4 -0.3 4 -9.3 4 8.2 2 27.3 1 -4 4 - - 907 75 1,249 5 CCCC - - - - - - 3.2 Phoenix Wealth ThrdndUKEqIncPn S4 576 14.6 3.6 1 -2 3 7.4 2 11.1 3 5.6 2 9.5 2 980 51 1,169 44 C 1,351 28 2,724 6 6.2 10.5 3 Pru Artemis Income Pn Ser A 255 5.4 2.8 2 -0.2 2 8.1 2 13.6 2 2.1 3 7.7 3 998 30 1,225 19 CCC 1,348 32 2,481 16 6.2 9.5 2.6 Pru Ex-DSF M&G UK Equity Income Pn 412 - 1 4 -3.1 3 4.7 4 14.3 2 2.4 3 11.8 1 969 56 1,159 46 C 1,326 42 2,355 30 5.8 8.9 3.1 Pru FRIA M&G Dividend Pn 353 - 0.9 4 -4 4 3.7 4 13.1 2 1.4 3 10.6 1 960 62 1,125 67 C 1,262 59 2,126 57 4.8 7.8 3.1 Pru M&G Dividend Pn Ser A 222 48.3 0.9 4 -4.1 4 3.7 4 13.1 2 1.5 3 10.6 1 959 64 1,124 68 C 1,262 58 2,284 39 4.8 8.6 3.1 § ReAssure AL PPB Artemis Income Pn 334 0.5 4.9 1 1.6 1 7.6 2 12.5 3 2.4 3 7.8 3 1,016 16 1,229 15 CCC 1,356 25 2,499 14 6.3 9.6 2.9 § ReAssure AL Rathbone Income Pn 375 0.9 3.6 1 2.1 1 2.9 4 11.2 3 4.7 2 10.1 1 1,021 13 1,168 45 CC 1,346 33 2,691 8 6.1 10.4 2.6 § ReAssure AL Tndle UK Eq Inc Pn IP 200 0.9 5.6 1 0.1 2 7.3 2 10.6 3 6 2 8 2 1,001 24 1,187 37 C 1,360 22 2,679 9 6.3 10.4 3.2 ReAssure Majedie UK Equity Income PPB Pn 117 0.6 2.1 3 -4.6 4 9.5 1 14.8 1 - - - - 954 67 1,201 31 CC - - - - - - 3.1 RLP Equity Income Pn 234 145.2 1.7 3 0.5 2 7.7 2 12 3 6.9 1 8.7 2 1,005 23 1,211 27 CC 1,407 11 - - 7.1 - 2.7 RLP Schroder Income Maximiser Pn 161 8.3 0.3 4 -5.6 4 10.9 1 14.3 2 -1.9 4 4.7 4 944 69 1,196 36 CCC 1,227 63 - - 4.2 - 2.3

Page 25: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

152 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

RLP UK Inc Cre + (ArtemisIncome)Pn 210 39.9 2.8 2 -0.9 3 7.7 2 13.6 2 1.7 3 8.3 2 991 41 1,212 26 CCC 1,335 37 2,444 23 5.9 9.3 2.6 RLP UKIncSpl(FidelityMoBuiDiv)Pn 209 78.7 1.8 3 -1.3 3 0.8 4 5.4 4 6.2 2 8.1 2 987 46 1,048 74 C 1,203 65 2,254 41 3.8 8.5 2.6 Royal London (UF/As) UKEq Inc S2 Pn 3,241 - 1.7 3 0.5 2 7.6 2 11.8 3 6.9 1 8.4 2 1,005 22 1,210 28 CCC 1,402 13 3,083 1 7 11.9 2.7 § Royal London Fidelity MonBu DivPn 164 - 3.9 1 1.1 2 -1.2 4 4.6 4 6 2 6.8 3 1,011 19 1,044 75 C 1,181 70 2,172 50 3.4 8.1 2.8 § Royal London Schroders Income Pn 173 - 0.4 4 -26.6 4 13.7 1 14.4 2 -1 4 5.2 4 734 77 955 76 CCCC 993 73 1,787 63 -0.1 6 4.8 Scot Wid MM UK Eq Inc Pn 256 20.5 1.9 3 -2.5 3 4.9 4 12.7 2 3.3 2 8.7 2 975 53 1,153 52 CC 1,294 53 2,303 37 5.3 8.7 2.5 § SIP Aberdeen UK Equity Income Pn S6 826 0.2 3.5 1 4.8 1 2.9 4 9.2 4 3.5 2 -1.9 4 1,048 5 1,177 40 CC 1,195 68 2,266 40 3.6 8.5 2.9 § SIP AXA Framlington Equity Income Pn S6 284 0.2 0.7 4 -1.3 3 6.2 3 16 1 0.8 3 4.4 4 987 45 1,216 24 CCCC 1,280 56 2,346 35 5.1 8.9 2.6 § SIP Inv Perp Inc & Gth Pn S6 284 0.3 4.5 1 2.1 1 2.9 4 7.2 4 2.4 3 8.1 2 1,021 12 1,127 66 C 1,247 61 2,448 22 4.5 9.4 2.9 SIP Schroder Income Maximiser Pn S8 268 0.3 1.9 3 -2.5 3 11.6 1 14.6 1 -1.1 4 5.7 4 975 52 1,247 6 CCC 1,304 51 2,284 38 5.5 8.6 2.4 SL LF Woodford Equity Income Pn S4 90 - 0.8 4 -22.3 4 -10.3 4 4.9 4 3.8 2 - - 777 76 731 77 C - - - - - - 3.1 Stan Life Jupiter Income Trust Pn S3 258 - 2.7 2 -4 4 7.7 2 11.4 3 9.3 1 5.8 4 960 61 1,152 54 C 1,332 39 2,178 47 5.9 8.1 2.9 Stan Life SLI UK Eq High Inc Pn S4 177 33.2 2.1 3 -8.6 4 8.1 2 14.9 1 -5.5 4 11 1 914 74 1,136 64 C 1,191 69 2,087 60 3.6 7.6 3.3 Stan Life VangFTSEUKEqIncIdxPn S4 166 22.4 3 2 -0.7 2 4.6 4 10.3 4 -1 4 3.7 4 993 36 1,146 59 - 1,177 71 - - 3.3 - 2.9 SW Jupiter Income Pension Series 2 269 43.7 2.7 2 -3.9 4 7.5 2 11.3 3 9.3 1 5.8 4 961 60 1,149 57 C 1,329 40 2,171 51 5.9 8.1 2.9 SW Newton UK Income Pension Series 2 411 57.8 2.4 2 4.8 1 7 3 1.7 4 15.2 1 8 2 1,048 6 1,141 62 C 1,419 8 2,354 31 7.3 8.9 2.7 SW Schr Inc Maximiser Pn 203 18.6 0.1 4 -4.4 4 11.7 1 15.1 1 -1 4 4.9 4 956 66 1,230 14 CCC 1,277 57 2,177 48 5 8.1 2.4 Threadneedle UK Equity Income (ARC) Pn 224 80.9 3.7 1 -0.9 3 8.5 1 12.3 3 6.7 1 10.6 1 991 40 1,207 29 C 1,426 5 - - 7.3 - 3 Threadneedle UK Equity Income Pn 262 80.9 3.6 1 -1.9 3 7.4 2 11.2 3 5.7 2 9.5 1 981 50 1,172 43 C 1,356 24 2,750 5 6.3 10.6 3 Zurich Artemis Income Pn Inet 251 4.8 2.8 2 -0.5 2 7.7 2 13.3 2 1.6 3 8.1 2 995 33 1,214 25 CCC 1,333 38 2,444 24 5.9 9.3 2.6 Zurich BNY Mellon UK Income Pn Inet 250 3 2.5 2 5.3 1 7.4 2 2.2 4 15.7 1 8.5 2 1,053 4 1,156 48 C 1,451 1 2,459 21 7.7 9.4 2.7 Zurich Jupiter Income Pn Inet 226 - 2.7 2 -4.1 4 7.3 2 11.2 3 8.8 1 5.4 4 959 65 1,145 61 C 1,312 47 2,109 58 5.6 7.7 2.9 Zurich UK Equity Income Pn Inet 395 13 3.6 1 -1.8 3 7.5 2 11.4 3 6 2 9.7 1 982 49 1,177 41 C 1,368 18 2,814 2 6.5 10.9 2.9 Ave/Total (F) 6 453 157.5 2.4 - -1.5 - 6.9 - 11.4 - 4.3 - 7.5 - 985 77 1,172 77 1,321 73 2,358 64 5.7 8.9 2.8 FTSE 350 High Yield TR GBP - 1.2 -1 9.9 13.8 6.3 -2 990 1,239 1,290 2,314 5.2 8.8 3

UK Gilt § Abbey Fixed Interest Pn 1,896 - 1.4 2 6.5 2 0.5 2 -2.4 2 12.3 3 6.9 3 1,065 30 1,044 25 CCC 1,254 47 1,610 19 4.6 4.9 1.8 § Abbey HS Fixed Interest Pn 2,710 - 1.4 2 6.4 2 0.5 2 -2.6 2 12.1 3 6.7 3 1,064 36 1,042 34 CCC 1,246 56 1,583 30 4.5 4.7 1.8 § Abbey Target Gilt Edged Pn S1 2,628 - 1.4 2 6.5 2 0.6 2 -2.7 3 12.1 3 6.4 3 1,065 34 1,043 31 CCC 1,243 58 1,560 39 4.5 4.5 1.8 Aviva Fixed Interest CGU Pn 1,509 3371.3 1.5 1 7 1 1 1 -3 3 13.1 2 8.4 1 1,070 12 1,048 23 CCC 1,285 17 1,663 12 5.1 5.2 1.9 Aviva Fixed Interest CU Pn 1,093 3371.3 1.4 1 6.6 2 0.7 2 -3.4 4 12.7 2 8 2 1,066 26 1,036 48 CC 1,261 35 1,602 21 4.8 4.8 1.9 Aviva Fixed Interest GA Pn S1 877 3371.3 1.5 1 6.6 2 0.7 2 -3.4 4 12.7 2 8 2 1,066 25 1,036 49 CC 1,261 36 1,602 22 4.7 4.8 1.9 Aviva Fixed Interest Initial PM Pn 1,435 3371.3 1.5 1 6.7 2 0.8 1 -3.3 4 12.9 2 8.1 1 1,067 20 1,040 37 CCC 1,269 30 1,622 17 4.9 5 1.9 BlackRock AqLF 5:15YUKGlId Pn S1 840 315.1 1.8 1 7.5 1 0.2 3 -1.5 1 11.8 3 8.1 1 1,075 6 1,061 11 CCCCC 1,281 21 1,676 10 5.1 5.3 1.3 Canlife Fixed Interest Pn PS4 4,276 11.4 1.2 4 5.1 4 -0.2 3 -2.6 2 11.3 3 7 3 1,051 69 1,022 68 CC 1,217 71 1,504 49 4 4.2 1.6 Canlife Gilt & Fixed Interest Pn PSC 1,103 2.5 1.1 4 5.4 4 0.2 2 -2.5 2 11.3 3 6.8 3 1,054 63 1,030 63 C 1,224 68 1,496 52 4.1 4.1 1.6 § Canlife Gilt Edged Pn PS2 635 2.5 1.1 4 5 4 -0.3 3 -2.7 3 11.2 3 6.9 3 1,050 71 1,019 70 CC 1,212 72 1,481 55 3.9 4 1.6 Canlife Shdr Glt&FxdInt Pn PS4 172 0.5 1.2 4 5 4 -0.2 3 -2.7 3 12.2 3 7 3 1,050 70 1,020 69 CC 1,225 67 1,447 56 4.1 3.8 1.8 Clerical Medical UK Gilt Pension 145 1.4 1.5 1 6.5 2 0.4 2 -2.7 3 12.3 3 6.7 3 1,065 32 1,040 38 CC 1,247 55 1,554 41 4.5 4.5 1.9 CM Schroder Glt & Fxd Int Pn 173 5 1.2 4 5.2 4 -0.1 3 -2.5 2 12.4 3 7.2 2 1,052 66 1,026 66 CC 1,236 62 1,482 54 4.3 4 1.8 § Equitable Gilt & Fixed Interest Pn 957 27.3 1.2 4 6.8 1 0.7 2 -2 1 12.6 3 7.4 2 1,068 14 1,055 16 - 1,275 23 1,611 18 5 4.9 1.8 Fidelity Annuity Pn Cl5 246 - 1.5 1 8.1 1 0.7 1 2.5 1 16.3 1 9.9 1 1,081 4 1,117 1 CCCCC 1,427 3 2,214 1 7.4 8.3 2 Formerly Lloyds TSB Fxd Int Pn 695 71.6 1.4 2 6.4 2 0.2 2 -2.8 3 12 3 6.8 3 1,064 38 1,037 45 CC 1,241 59 1,557 40 4.4 4.5 1.9 § Halifax Gilt & Fixed Interest Pension 237 508.3 1.5 1 6.6 2 0.5 2 -2.6 2 12.2 3 7 2 1,066 24 1,044 28 CCC 1,254 48 1,561 38 4.6 4.6 1.9 § Halifax IM Gilt & Fixed Interest Pn 188 - 1.3 3 5.9 3 0.4 2 -1.9 1 12.9 2 7.7 2 1,059 56 1,043 32 CCC 1,268 31 1,567 37 4.9 4.6 1.8 § HLL Franklin UK Gilt Pn 51 1,968 0.6 1.5 1 6.7 2 0.9 1 - - - - - - 1,067 22 - - - - - - - - - - § HLL Royal Ldn UK Govt Bond Pn 51 1,541 0.7 1.2 3 6.8 1 0.7 1 -1.4 1 13.2 2 7.6 2 1,068 18 1,060 12 CCC 1,291 16 - - 5.2 - 1.7 L&G All Stocks Gilts Index PMC Pn G25 2,247 4 1.5 1 7.1 1 0.7 2 -2.1 1 14 1 8.4 1 1,071 8 1,056 15 - 1,305 11 1,691 8 5.5 5.4 1.9 L&G Allianz Gilt Yield Pn G25 189 1.6 1.3 3 6.9 1 1.4 1 -1.9 1 13.6 1 4.4 4 1,069 13 1,063 8 CCCC 1,261 37 1,582 31 4.7 4.7 1.9 L&G Fixed Interest Pn G1 4,065 496.5 1.3 3 6.4 2 0.6 2 -2.2 2 13.6 1 7.9 2 1,064 37 1,047 24 CCC 1,282 20 1,647 13 5.1 5.1 1.8 L&G Fixed Interest SH Pn Inet 224 355.2 1.3 3 6 3 0.2 2 -2.6 3 13.1 2 7.4 2 1,060 52 1,035 56 CCCC 1,257 43 1,582 32 4.7 4.7 1.8 LF UK Gilt Personal Pn 302 13.5 1.5 1 6 3 0.6 2 -2.4 2 12.4 3 7.6 2 1,060 54 1,040 39 - 1,257 45 1,715 6 4.7 5.5 1.7 § London Life Fixed Interest Pn (P) 2,157 - 1.4 2 6.5 2 -0.1 3 -2.6 3 12.9 2 6.9 3 1,065 35 1,035 55 CCC 1,249 50 1,586 28 4.5 4.7 1.6 LV= Threadneedle UK Fixed Interest Pn 126 5.2 1.2 4 6.2 2 0.5 2 -2.2 2 13.6 1 9.1 1 1,062 41 1,044 27 C 1,295 13 - - 5.3 - 1.9 LV= Threadneedle UK Fixed Interest Pn S2 128 5.2 1.3 3 6.7 2 0.9 1 -2.1 1 13.9 1 9.2 1 1,067 21 1,053 18 C 1,310 10 - - 5.5 - 1.9 § LV= UK Fixed Interest Pn S2 159 4.9 1.3 3 6.6 2 0.9 1 -2.1 1 14 1 9.2 1 1,066 23 1,054 17 C 1,312 8 1,717 5 5.6 5.6 1.9 LV= Vanguard UK Gov Bd Idx Pn S2 160 41.7 2.3 1 8 1 1.1 1 -2.1 1 14.2 1 8.5 1 1,080 5 1,070 3 - 1,326 6 - - 5.8 - 1.9 MetLife Sch Gilt&Fxd Int Pn 171 6.4 1.3 3 4.6 4 0.9 1 -1.7 1 12.7 2 7.6 2 1,046 73 1,038 43 CC 1,258 41 1,540 44 4.7 4.4 1.7 § MetLife UK Fixed Interest Index Pn 175 594.6 1.3 3 5.6 4 0.7 1 -2 1 13.2 2 8 1 1,056 62 1,042 33 - 1,274 26 1,598 24 5 4.8 1.8 OMW Allianz Gilt Yield Pn 580 4.6 1.2 4 6.1 3 0.7 1 -2.4 2 13.3 2 5.5 4 1,061 48 1,043 30 CCCC 1,247 53 1,552 42 4.5 4.5 1.9 OMW iShrsUKGilAllStksIndxUK Pn 122 2.2 1.4 2 6 3 0.4 2 -2.7 3 13.3 2 7.1 2 1,060 50 1,036 52 - 1,257 42 - - 4.7 - 1.8 OMW M&G Gilt & Fixed Int Pn 185 4.2 1.3 3 5.3 4 -0.3 3 -3 3 12.9 2 6.8 3 1,053 65 1,019 71 CC 1,229 65 1,502 50 4.2 4.2 1.8 OMW Schroder Gilt&Fixed Int Pn 182 1.7 1.4 1 5.2 4 0.2 2 -2.8 3 12.9 2 6.7 3 1,052 67 1,025 67 CC 1,235 63 1,500 51 4.3 4.1 1.7 § Phoenix Exempt Gilt Pn 1,673 - 1.4 2 6.2 3 -0.1 3 -2.8 3 12.2 3 6.3 3 1,062 42 1,031 61 CC 1,231 64 1,585 29 4.2 4.7 1.8 § Phoenix Fixed Interest Pn S1 1,832 - 1.4 2 6.4 2 0 3 -2.7 3 12.3 3 6.5 3 1,064 39 1,035 54 CC 1,238 60 1,588 27 4.4 4.7 1.8 § Phoenix Prop Gth Fixed Int Pn S4 481 - 1.1 4 2.9 4 -3.2 4 -5.8 4 8.8 4 3.1 4 1,029 76 938 76 C 1,052 78 1,142 60 1 1.3 1.8 Phoenix Wealth Allianz Gilt Yield Pn S4 327 6.8 1 4 6.1 3 0.4 2 -2 1 12.8 2 6 3 1,061 45 1,043 29 CCCC 1,248 52 1,539 45 4.5 4.4 2 Phoenix Wealth iShsUKGltsAlSIxPn S4 259 84.5 1.3 3 6.1 3 0.2 2 -2.3 2 13 2 7.8 2 1,061 49 1,039 41 - 1,265 32 - - 4.8 - 1.8 Phoenix Wealth M&G Glt&FIPn S4 247 0.7 1.1 4 5.2 4 -0.7 4 -2.8 3 12.6 3 7.2 2 1,052 68 1,016 73 CC 1,227 66 - - 4.2 - 1.8 Pru Ex-DSF Fixed Interest Pn 2,180 - 1.3 3 6.8 1 0.9 1 -1.2 1 14.4 1 9 1 1,068 15 1,065 5 CC 1,327 5 1,758 4 5.8 5.8 1.8 Pru Fixed Interest Pn Pre A 1,896 111.8 1.2 4 5.9 3 0 3 -2.1 1 13.4 1 8 1 1,059 57 1,037 46 CC 1,270 28 1,602 23 4.9 4.8 1.8 Pru FRIA M&G Gilt & Fixed Interest Pn 220 - 1.2 4 6 3 0 3 -2 1 13.4 1 8.1 1 1,060 55 1,038 42 CC 1,273 27 1,607 20 4.9 4.9 1.8 Pru M&G Gilt & Fixed Interest Income Pn 2,875 - 1.2 4 5.8 3 -0.2 3 -2.3 2 13.2 2 7.9 2 1,058 59 1,032 60 CC 1,261 38 1,576 33 4.7 4.7 1.8 § ReAssure Aegon With Profits Pn S2 509 7.2 0.1 4 1.6 4 2.5 1 4.1 1 5.4 4 6.6 3 1,016 79 1,084 2 CCCCC 1,218 70 1,523 48 4 4.3 0.1 § ReAssure Fixed Interest Pn 939 93.2 1.4 2 7 1 0 3 -1.8 1 11.6 3 6.4 3 1,070 9 1,051 21 CCC 1,247 54 1,594 25 4.5 4.8 1.6 § ReAssure GLP Gilt Pl V2 4 Star S1 Pn 962 1.5 1.4 2 6.5 2 -0.5 3 -2.3 2 11.1 4 5.9 3 1,065 27 1,036 50 CC 1,219 69 1,524 47 4 4.3 1.6 ReAssure HL FxdIntPensStd Pn 1 445 18.2 1.7 1 8.5 1 1.3 1 -3.5 4 17.8 1 12.5 1 1,085 3 1,060 13 CCC 1,405 4 1,933 3 7 6.8 2.6 RLP Medium (10yr) Gilt Pn 209 942.1 1.5 1 6.8 1 -0.4 3 -2.1 1 13.2 2 8.2 1 1,068 19 1,041 35 CCC 1,275 24 1,677 9 5 5.3 1.6 RLP Short (5yr) Gilt Pn 163 643.3 0.8 4 3.4 4 -0.9 4 -1.2 1 6 4 3.4 4 1,034 75 1,012 74 C 1,109 75 1,295 58 2.1 2.6 0.7 RLP UK Government Bond Pn 144 9.7 1.2 4 6.1 3 0 3 -2.2 2 12.4 3 6.8 3 1,061 47 1,038 44 CCC 1,245 57 - - 4.5 - 1.7 RLPPC UK Gilt Pn 240 6.4 2 1 7.5 1 1.3 1 -2.2 1 13.1 2 8.2 1 1,075 7 1,064 6 CCCC 1,303 12 1,715 7 5.4 5.5 1.7 Royal London (UF/As) UK Fx Int S1Pn 1,032 - 1.2 4 6.2 3 0 3 -2.4 2 13.6 1 7.4 2 1,062 44 1,036 51 CCC 1,264 33 1,624 16 4.8 5 1.7 Royal London (UF/In) UK Fx Int S1Pn 1,160 - 1.2 4 6.8 1 0.7 1 -1.6 1 13 2 7.4 2 1,068 16 1,058 14 CCC 1,285 18 1,672 11 5.1 5.3 1.7 § Royal London SchrodersGilt&FixIntPn 150 - 1 4 4.5 4 -0.6 4 -3.5 4 12.3 3 6.1 3 1,045 74 1,003 75 CC 1,195 73 1,409 57 3.6 3.5 1.6 Scottish Friendly Fixed Int Pn 241 - 1.2 4 6.2 3 0.4 2 -2.1 1 12.9 2 7.7 2 1,062 43 1,044 26 CCC 1,269 29 1,528 46 4.9 4.3 1.8 Scottish Widows FxIn Pn 242 413.7 1.5 1 6.5 2 0.4 2 -2.7 3 12.2 3 6.9 3 1,065 29 1,040 36 CC 1,248 51 1,573 35 4.5 4.6 1.9 Scottish Widows UKFxInIdxTrkPn 215 144 1.5 1 6.3 2 0 3 -2.5 2 12.7 2 7.8 2 1,063 40 1,037 47 - 1,259 40 1,570 36 4.7 4.6 1.9 SIP Allianz Pimco Gilt Yield Pn S8 147 1.1 1.3 3 6.8 1 1.5 1 -1.7 1 13.8 1 6.6 3 1,068 17 1,066 4 CCCC 1,292 15 - - 5.3 - 2 SIP Gilt Edged Pn S6 4,937 5.1 1.4 2 5.7 4 2.4 1 -3.1 4 13.6 1 7.5 2 1,057 60 1,049 22 CCCCC 1,281 22 1,590 26 5.1 4.7 2 SIP L&G All Stk Glt Idx Tst Pn S8 184 0.3 1.5 1 6.5 2 1 1 -2.3 2 14.1 1 7.8 2 1,065 28 1,051 20 - 1,294 14 1,628 14 5.3 5 1.8 Stan Life iShrsUKGltsAlStksIxPn S3 129 16.1 1.3 3 6 3 -0.1 3 -2.4 2 12.8 2 8.2 1 1,060 53 1,034 59 - 1,262 34 - - 4.8 - 1.8 Stan Life UK Gilt Pn S4 123 1519.3 1.6 1 6.5 2 0.3 2 -3 4 12.3 3 7.8 2 1,065 31 1,035 53 CC 1,254 49 - - 4.6 - 1.9 Stan Life Vagd UK Gov Bd Idx Pn S4 132 - 2.1 1 7 1 0.5 2 -3.8 4 13.9 1 9 1 1,070 10 1,035 57 - 1,284 19 - - 5.1 - 1.9 Stan Life VanUK Long DurGtIdx Pn S4 158 - 3.1 1 10.1 1 2.5 1 -5.9 4 23.8 1 16.2 1 1,101 1 1,063 10 - 1,528 1 - - 8.8 - 3.2

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Money Management | September | 2019 | 153

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

SW Schr Gilt & FxIn Pn 196 14.5 1.2 4 5.3 4 -0.1 3 -2.5 2 12.4 3 7.3 2 1,053 64 1,026 65 CC 1,237 61 1,490 53 4.3 4.1 1.8 SW SSGA UKConGlOv15YIdPn 229 58.2 2.1 1 10 1 1.8 1 -5 4 23.9 1 14.8 1 1,100 2 1,064 7 - 1,513 2 2,169 2 8.6 8.1 3.3 UK Gilts All Stocks Tracker (ARC) Pn 137 795.9 1.4 2 7 1 0.9 1 -1.5 1 13.9 1 8.6 1 1,070 11 1,063 9 - 1,314 7 - - 5.6 - 1.8 UK Gilts All Stocks Tracker Pn 144 795.9 1.4 2 6 3 0 3 -2.4 2 12.8 2 7.6 2 1,060 51 1,034 58 - 1,256 46 - - 4.7 - 1.8 UK Government Bond (ARC) Pn 137 308.9 1.4 2 6.5 2 0.8 1 -2.1 1 14.3 1 9 1 1,065 33 1,052 19 CC 1,311 9 - - 5.6 - 1.8 UK Government Bond Pn 226 308.9 1.3 3 5.6 4 0 3 -2.8 3 13.4 1 8.2 1 1,056 61 1,027 64 CC 1,260 39 1,547 43 4.7 4.5 1.8 Wesleyan Government Bond Pn S2 119 1.2 1.3 3 4.9 4 0.1 3 -3 3 11.5 3 5 4 1,049 72 1,018 72 C 1,192 74 - - 3.6 - 1.6 Zurich Gilt Edged 1% AP 391 54.4 1.2 4 5.9 3 0.2 2 -2.8 3 13.4 1 7.5 2 1,059 58 1,031 62 CC 1,257 44 1,575 34 4.7 4.6 1.9 Zurich Gilt Edged Accumulation 3/4 AP 3,827 53.8 1.2 4 6.1 3 0.4 2 -2.6 2 13.8 1 7.8 2 1,061 46 1,039 40 CCC 1,275 25 1,625 15 5 5 1.9 Zurich Gilt Edged Capital 3/4 AP 859 53.8 0.9 4 2.5 4 -3 4 -5.9 4 9.9 4 4.1 4 1,025 78 935 77 C 1,070 76 1,145 59 1.4 1.4 1.9 § Zurich Gilt Edged Pn 3/4 842 54.4 0.9 4 2.5 4 -3 4 -5.9 4 9.8 4 4 4 1,025 77 935 78 C 1,068 77 1,138 61 1.3 1.3 1.9 Ave/Total (F) 6 861 284.8 1.4 - 6.1 - 0.3 - -2.5 - 12.9 - 7.5 - 1,061 79 1,038 78 1,262 78 1,583 61 4.7 4.6 1.8 FTSE Gilts All Stocks TR GBP - 2.1 7.4 1.3 -2.5 14 9.5 1,074 1,060 1,323 1,716 5.8 5.5 1.8

UK Index-linked Gilts § Abbey Indexed Investment Pn 1,349 - 1.6 4 10 4 2.1 4 5.1 1 12.2 4 14 3 1,100 53 1,181 38 - 1,510 50 2,180 34 8.6 8.1 3.2 Aviva Index-Linked CGU Pn 1,425 538.9 1.8 2 11.9 1 3.2 1 4.3 3 14 2 16.3 2 1,119 8 1,204 12 CCC 1,597 14 2,503 8 9.8 9.6 3.6 Aviva Index-Linked GA Pn S1 1,105 538.9 1.8 3 11.5 1 2.8 2 3.9 3 13.6 2 15.9 2 1,115 15 1,191 25 CC 1,568 23 2,411 13 9.4 9.2 3.6 Aviva Index-Linked Gilt CU Pn 1,048 538.9 1.7 3 11.5 1 2.8 2 3.9 3 13.6 2 15.9 2 1,115 14 1,191 24 CC 1,568 22 2,412 12 9.4 9.2 3.6 Aviva Index-Linked Gilt Initial PM Pn 1,352 538.9 1.8 3 11.6 1 2.9 2 4 3 13.8 2 16 2 1,116 11 1,195 20 CCC 1,578 18 2,442 10 9.5 9.3 3.6 Aviva IP Index Linked Gilt Pn R 100 - 0 4 0 4 0 4 0 4 0 4 0 4 1,000 77 1,000 77 CCCC 1,000 74 1,000 62 0 0 0 BlackRock AqCo Ov 5Y ILG Pn S2 1,281 514.6 4 1 12.8 1 4 1 5.4 1 15.1 1 17 1 1,128 3 1,237 1 - 1,665 3 2,566 5 10.7 9.9 3.4 BlackRock AqLf Ov5Y IL Id Pn 1,276 4733.1 4 1 12.8 1 4.1 1 4.2 3 15.2 1 18.3 1 1,128 2 1,224 3 CCCCC 1,668 2 2,544 6 10.8 9.8 3.2 Canlife Index Linked Pension SP Pn 139 - 1.9 2 9.3 4 2.8 2 5.1 1 13.9 2 - - 1,093 69 1,181 39 CCC - - - - - - 3.4 Canlife Is ILG In Pn PS4 234 1 1.8 2 8.5 4 2.1 3 4.3 2 13.2 3 16.9 1 1,085 70 1,156 70 C 1,529 42 2,184 33 8.9 8.1 3.4 § Cler Med FRP Index Linked Pn 959 - 1.8 2 9.5 4 2 4 4.4 2 14.3 1 13.8 4 1,095 67 1,167 62 C 1,518 45 2,153 38 8.7 8 3.2 § Cler Med GMPP Index Linked Pn 950 - 1.8 2 9.5 4 2 4 4.4 2 14.3 1 13.8 3 1,095 68 1,167 63 C 1,518 46 2,153 39 8.7 8 3.2 § Cler Med Managed Index Linked Pn 1,491 - 1.9 2 10.3 3 2.8 3 5.1 1 15.1 1 14.6 3 1,103 43 1,192 23 CCC 1,572 19 2,309 19 9.5 8.7 3.2 Clerical Medical UKIdx-lkdGiltPn 832 57.3 1.8 2 9.8 4 2 4 4.8 2 12.2 4 13.7 4 1,098 60 1,174 55 CC 1,498 57 2,139 41 8.4 7.9 3.3 CM Blackrock Over 5 Year Gilt Pension 251 1.8 1.8 3 10.9 2 2.2 3 4.1 3 13.8 2 15.8 2 1,109 30 1,179 43 CCCCC 1,553 31 2,263 24 9.2 8.5 3.6 Fidelity BGI 5 Year IL Gilt Pn 4 295 - 2 1 10.9 2 3.3 1 4.8 2 14.5 1 16.4 1 1,109 29 1,200 16 - 1,601 12 2,408 14 9.9 9.2 3.5 Fidelity Index Linked Bond Pn Cl4 317 - 1.7 3 10.5 3 2.8 2 5.7 1 14.4 1 16 2 1,105 35 1,200 15 CC 1,592 15 2,428 11 9.7 9.3 3.5 Guardian Choices Index Linked Pn 809 - 1.6 4 6.3 4 -0.5 4 -0.5 4 11.9 4 7.6 4 1,063 74 1,053 76 C 1,267 71 1,767 59 4.9 5.9 1.6 § Halifax Index Linked Gilt Pension 342 28 1.8 2 9.9 4 2.1 4 4.9 2 12.4 4 13.8 4 1,099 58 1,177 49 CC 1,505 55 2,119 47 8.5 7.8 3.3 Index Linked (ARC) Pn 173 175.4 1.7 3 10.5 3 2.7 3 5.6 1 13.3 3 15.4 3 1,105 34 1,198 17 CC 1,567 24 - - 9.4 - 3.2 Index Linked Pn 1,048 175.4 1.6 3 9.7 4 1.9 4 4.7 2 12.4 3 14.5 3 1,097 65 1,170 59 CC 1,506 54 2,101 51 8.5 7.7 3.2 L&G All Stk IL Gilts Idx PMC Pn G25 3,076 13.3 1.7 3 11.2 2 2.6 3 4.9 2 13 3 14.6 3 1,112 22 1,197 18 - 1,550 34 2,287 22 9.2 8.6 3.3 L&G Index Linked Gilt Pn G1 1,459 173.1 1.9 2 10.7 3 3.2 1 5.2 1 13.5 2 15.9 2 1,107 32 1,202 14 CCC 1,581 17 2,327 16 9.6 8.8 3.3 L&G Index Linked Pn G17 SH Inet 330 101.4 1.8 2 10.3 3 2.8 2 4.7 2 13.1 3 15.4 3 1,103 45 1,187 31 CCCC 1,549 36 2,233 30 9.2 8.4 3.3 L&G Ovr 5 Yr IL Gilt Idx PMC Pn G25 3,319 2.6 1.7 3 11.8 1 2.9 2 5.1 1 14.9 1 16.9 1 1,118 9 1,210 9 - 1,625 11 2,470 9 10.2 9.5 3.6 § London Life Indexed Stock Pn (P) 1,347 - 1.8 2 9.8 4 4.6 1 2.4 4 13.3 3 15.7 2 1,098 59 1,176 50 CCC 1,542 39 2,252 27 9 8.5 3.3 LV= Threadneedle UK Index Linked Pn 155 8.1 1.4 4 9.9 4 2.1 4 3.6 4 12.8 3 18.2 1 1,099 57 1,163 65 CC 1,550 33 - - 9.2 - 3.3 LV= Threadneedle UK Index Linked Pn S2 160 7.7 1.4 4 10.2 3 2.7 3 4.3 3 12.5 3 16.7 1 1,102 47 1,180 40 CC 1,549 35 - - 9.2 - 3.3 § LV= UK Index Linked Pn 1,122 5.3 1.4 4 10 4 2.7 3 4.2 3 12.6 3 16.6 1 1,100 52 1,178 47 CC 1,548 37 2,230 31 9.1 8.3 3.3 § LV= UK Index Linked Pn S2 221 5.3 1.5 4 10.3 3 2.8 2 4.4 2 12.8 3 16.6 1 1,103 42 1,184 35 CC 1,558 26 2,256 26 9.3 8.5 3.3 M&G PP Index Linked Passive Pn 5,262 182.7 4 1 12.9 1 3.9 1 4.3 3 15 1 18.3 1 1,129 1 1,223 4 - 1,664 4 2,525 7 10.7 9.7 3.2 M&G PP UK Index Linked Pn 69,733 226.9 3.8 1 11.9 1 4.5 1 4.5 2 16 1 18.5 1 1,119 7 1,223 5 CCCCC 1,679 1 2,754 1 10.9 10.7 3.2 NFU Mutual FRA Index-Linked Pn S4 154 29.8 3.3 1 11.6 1 3.6 1 3.4 4 10.3 4 13 4 1,116 10 1,197 19 CCC 1,492 60 - - 8.3 - 2.5 NFU Mutual Index Linked Pn S1 954 29.8 3.2 1 11.5 1 3.5 1 3.3 4 10.2 4 12.9 4 1,115 13 1,192 22 CC 1,483 62 2,117 48 8.2 7.8 2.5 NFU Mutual PPA Index Linked Pn S3 303 29.8 3.2 1 11.1 2 3.1 2 2.9 4 9.8 4 12.5 4 1,111 24 1,179 44 C 1,455 67 2,040 55 7.8 7.4 2.5 NFU Mutual Skthldr Idx Lkd Pn S1 303 29.8 3.2 1 11.1 2 3.1 2 2.9 4 9.8 4 12.5 4 1,111 24 1,179 44 C 1,455 67 2,040 55 7.8 7.4 2.5 § NPI Indexed Gilt Pn S1/2 1,380 - 1.9 2 10.6 3 3.8 1 3.6 4 13.4 3 15.5 3 1,106 33 1,190 28 CCC 1,558 27 2,308 20 9.3 8.7 3.5 OMW IPL LGIMOvr 5YrILGltIndPn 181 - 1.7 3 11.6 1 3.1 2 5.4 1 15 1 17.1 1 1,116 12 1,213 8 - 1,632 10 - - 10.3 - 3.5 OMW L&GAllStkIdxLkdGltIdxTrst Pn 662 9.4 1.7 3 9.7 4 2.3 3 4.5 2 12.8 3 13.1 4 1,097 63 1,173 57 - 1,496 58 2,125 46 8.4 7.8 3.4 OMW M&G Index Linked Bond Pn 195 4 1.5 4 8.3 4 2.3 3 4.3 3 12.9 3 13.6 4 1,083 73 1,154 71 CC 1,481 63 2,112 49 8.2 7.8 3.4 § Phoenix Cent Nelex IL Sec Pn 595 - 1.6 4 10.4 3 2.6 3 3.6 4 13.2 3 13.6 4 1,104 37 1,173 58 CC 1,508 52 2,156 37 8.6 8 3.2 § Phoenix Index Linked Pn S1 2,211 - 1.5 4 9.5 4 1.9 4 3.7 4 12.3 4 13 4 1,095 66 1,158 69 C 1,469 65 2,041 54 8 7.4 3.3 § Phoenix SCP Index Linked Ord Pn Ret 971 - 1.6 3 9.9 4 2.2 3 4.1 3 12.6 3 13.1 4 1,099 56 1,170 60 CC 1,490 61 2,072 53 8.3 7.6 3.3 Phoenix Wealth AqCOr5YILGPn S4 453 44.9 1.8 2 11.1 2 2.4 3 4.4 2 14.1 2 16 2 1,111 23 1,188 30 - 1,571 20 2,316 17 9.5 8.8 3.6 Phoenix Wealth AXAStgIdxLkdBdPn S4 478 35.7 1.9 2 10.7 2 2 4 5.3 1 13.4 2 15.1 3 1,107 31 1,189 29 CCC 1,552 32 2,237 28 9.2 8.4 3.5 Phoenix Wealth iShsIdxLkdGtIxPn S4 316 1.2 1.7 3 10.3 3 2.4 3 5 1 13.9 2 16.3 2 1,103 44 1,185 32 - 1,570 21 - - 9.4 - 3.5 Pru Index Linked Passive Pn S3 Inet 408 103.3 4 1 12.7 1 3.5 1 3.7 3 15.2 1 17.5 1 1,127 4 1,210 10 - 1,638 7 - - 10.4 - 3.2 Pru Index Linked Pn S1 864 1.3 3.7 1 11.3 2 4.4 1 3.9 3 15.3 1 17.9 1 1,113 18 1,208 11 CCCCC 1,643 6 2,613 3 10.4 10.1 3.2 Pru Index Linked S3 Pn Inet 401 58.4 3.8 1 11.4 1 4.1 1 3.6 4 15.9 1 17.5 1 1,114 16 1,202 13 CCCCC 1,636 8 2,617 2 10.4 10.1 3.2 Pru M&G Index Linked Bond Pn Ser A 1,555 0.7 1.4 4 8.3 4 2.5 3 4.8 2 12.8 3 15.2 3 1,083 72 1,162 66 CC 1,510 51 - - 8.6 - 3.2 § ReAssure AEtna Index Linked Pn 1982 Sr 1,088 - 1.5 4 10.4 3 2.1 4 2.8 4 12.1 4 14 3 1,104 38 1,158 68 C 1,480 64 2,134 43 8.2 7.9 3.3 § ReAssure Index Linked Growth S4 Pn 315 - 1.5 4 10.2 3 1.9 4 2.6 4 11.9 4 13.8 4 1,102 50 1,151 72 C 1,465 66 2,092 52 7.9 7.7 3.3 § ReAssure Index Linked Growth S5 Pn 361 - 1.5 4 11 2 2.6 3 3.4 4 12.7 3 14.6 3 1,110 26 1,177 48 CC 1,521 44 2,256 25 8.8 8.5 3.3 § ReAssure Index Linked Pn 1,113 9 1.5 4 10.9 2 2.5 3 3.3 4 12.6 3 14.5 3 1,109 28 1,174 54 CC 1,514 48 2,233 29 8.6 8.4 3.3 RLP Index Linked Pn 1,113 103 1.7 3 9.9 4 2.7 3 4.4 2 12.6 3 13.6 4 1,099 55 1,179 46 CC 1,508 53 2,136 42 8.6 7.9 3 RLP Long (15yr) Index Linked Pn 253 288.9 2.2 1 9.7 4 1.5 4 4.1 3 9.7 4 8.4 4 1,097 64 1,160 67 C 1,379 70 1,937 58 6.6 6.8 2.1 RLP Medium (10yr) Index Linked Pn 206 1066.4 1.2 4 5.1 4 0.6 4 3 4 6.1 4 4.5 4 1,051 75 1,089 74 C 1,208 72 1,647 60 3.8 5.1 1.3 RLP Short (5yr) Index Linked Pn 166 693.4 1.6 4 4.8 4 -0.6 4 2 4 3.9 4 -0.1 4 1,048 76 1,062 75 C 1,102 73 1,352 61 2 3.1 0.7 RLPPC Index Linked Pn 363 75.2 4 1 12.7 1 4.5 1 4.1 3 15.5 1 17.3 1 1,127 5 1,225 2 CCCCC 1,661 5 2,574 4 10.7 9.9 3.1 Royal London (UF/As) IL Gilt S2 Pn 1,033 - 1.7 3 10 4 2.8 2 4.7 2 12.7 3 13.4 4 1,100 54 1,185 33 CCC 1,514 47 2,165 36 8.6 8 3.1 Scot Eq Index-Linked Gilt Tracker 141 206.9 1.8 2 10.2 3 2.2 3 4.9 2 13.6 2 16 2 1,102 46 1,181 37 - 1,557 28 - - 9.3 - 3.5 Scot Eq Index-Linked Gilt Tracker ARC 137 206.9 1.9 2 11.2 2 3.1 2 5.9 1 - - - - 1,112 21 1,214 7 - - - - - - - 3.5 Scot Wid Idxed stk Pn 319 120.6 1.8 2 9.8 4 2 4 4.7 2 12.3 4 13.7 4 1,098 61 1,173 56 CC 1,498 56 2,130 45 8.4 7.9 3.3 SIP L&GIdxLkd Gilt Idx Pn S8 201 0.3 1.7 3 10.3 3 2.7 3 5.1 1 13.5 2 13.9 3 1,103 39 1,191 26 CCC 1,540 40 - - 9 - 3.4 SL iShares Index Linked Gilt Index Pn S3 251 - 1.8 2 10.2 3 2.8 3 4.2 3 13.9 2 15.8 2 1,102 49 1,180 41 - 1,556 29 2,292 21 9.2 8.6 3.5 SLFC (Laurentian) Index Linked Pn 979 - 1.6 4 10.2 3 2 4 5 1 13.4 2 15.4 3 1,102 48 1,180 42 CC 1,545 38 2,167 35 9.1 8 3.6 SLFC (Liberty) Index Linked Pn 107 - 1.5 4 10.1 3 1.8 4 4.8 2 13.3 3 15.2 3 1,101 51 1,175 53 CC 1,534 41 2,142 40 8.9 7.9 3.6 SLFC Index/Index Linked Gilt Pn 1,251 18.5 1.6 4 10.3 3 2.1 4 5.1 1 13.6 2 15.6 2 1,103 40 1,184 34 CC 1,554 30 2,197 32 9.2 8.2 3.6 SLOC Confederation Index Linked Pn 1,060 - 1.5 4 9.7 4 1.5 4 4.6 2 12.9 3 15 3 1,097 62 1,165 64 C 1,512 49 2,133 44 8.6 7.9 3.6 Stan Life EY In-li Gi pass Pn S4 140 - 3.8 1 11.3 2 2.8 2 2.7 4 12.9 3 - - 1,113 19 1,176 52 C - - - - - - 3 Stan Life Index Linked Pn S1 1,815 671 1.7 3 10.4 3 2.8 3 4.9 2 14.2 2 17.7 1 1,104 36 1,190 27 CCC 1,599 13 2,405 15 9.8 9.2 3.5 Stan Life Van UKInfl LikGtIdx Pn S4 164 - 3.8 1 11.4 1 2.8 2 2.7 4 12.9 3 14.9 3 1,114 17 1,176 51 - 1,526 43 - - 8.8 - 3 SW Passive Index Linked Gilt Pn CS1 857 - 1.9 2 12 1 3.2 2 5.2 1 15 1 17 1 1,120 6 1,216 6 - 1,636 9 - - 10.3 - 3.6 SW SSGA Id LkdGtsAlst IdxPn 215 37 1.6 4 10.3 3 1.9 4 3.9 3 12.2 4 14 3 1,103 41 1,168 61 - 1,495 59 2,112 50 8.4 7.8 3.3 SW SSGA IdxLkdGltOv5YIdxPn 231 88.4 1.7 3 10.9 2 2.2 3 4.3 3 13.9 2 15.9 2 1,109 27 1,181 36 - 1,560 25 2,287 23 9.3 8.6 3.6 Zurich AqILOv5YGltIdxPn 293 220.3 1.8 2 11.3 2 2.5 3 4.6 2 14.2 2 16.1 2 1,113 20 1,192 21 - 1,582 16 2,313 18 9.6 8.7 3.6 Zurich Sc All Maturities IL Bd Pn Inet 223 1.8 1.6 3 8.5 4 1.8 4 4 3 11.2 4 13.7 4 1,085 71 1,148 73 CCC 1,451 69 1,995 57 7.7 7.1 3.2 Ave/Total (F) 6 1,685 165.6 2 - 10.3 - 2.6 - 4.1 - 12.9 - 14.6 - 1,103 77 1,178 77 1,526 74 2,208 62 8.8 8.2 3.2 FTSE Index Linked All Stocks TR GBP - 3.6 12 3.6 3.9 13.5 16.1 1,120 1,206 1,589 2,328 9.7 8.8 3

Page 27: 1 2 Asia Pacific excl. Japan Equitiesmedia.ftadviser.com.s3-eu-west-1.amazonaws.com/MM_Sept2019_S… · Asia Pacific excl. Japan Equities Agn BR PacRim Eq Tkr (ARC) Pn 195 79.4 2.1

154 | Money Management | September | 2019

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ons Fund Name Sell Fund Discrete performance % and quartile3, over 1 Year to 1 June Cumulative perf of £1000 sell to sell, net income reinvested4 A.G.R.% Vola-

Figures up to 1/8/2019 price1 size2 1 mth 18-19 17-18 16-17 15-16 14-15 1 yr 3 yrs Crown rating* 5 yrs 10 yrs 5 yr 10 yr tility5

UK Property Securities § Av UK Property EP/IE 1,633 - -1 2 -0.7 2 -0.4 4 5.9 4 0.6 1 13 4 993 6 1,048 12 - 1,191 12 1,731 12 3.6 5.6 1 L&G Aberdeen Property Share Pn G25 143 - 0.1 2 2.1 2 10.3 1 11 1 -5 1 25.6 3 1,021 4 1,251 5 CCCCC 1,493 5 3,146 2 8.3 12.1 3.5 NFU Mutual FRA Property Pn S4 145 56.5 -2.4 3 -5 3 10.3 1 10.6 1 -11.7 3 28.2 1 950 8 1,159 6 CCC 1,312 7 - - 5.6 - 3.4 NFU Mutual PPA Property Pn S3 285 56.5 -2.4 4 -5.5 4 9.7 3 10 3 -12.1 4 27.5 2 945 11 1,142 9 CC 1,280 9 2,666 7 5.1 10.3 3.4 NFU Mutual Property Pn S1 827 56.5 -2.4 4 -5.1 3 10.2 1 10.5 2 -11.8 3 28 1 949 9 1,155 7 CC 1,304 8 2,768 6 5.5 10.7 3.4 NFU Mutual Stakeholder Property Pn S1 285 56.5 -2.4 4 -5.5 3 9.7 3 10 3 -12.1 4 27.5 2 945 10 1,142 8 CC 1,280 10 2,666 8 5.1 10.3 3.4 OMW Aberdeen Property Share Pn 122 13.3 3.6 1 4.7 1 9.9 2 10.6 1 -5.6 2 25.4 3 1,047 3 1,273 1 CCCCC 1,507 1 3,167 1 8.5 12.2 3.3 § Phoenix BULA (ACI) Property Pn 718 - -1.9 3 -6 4 9.5 3 5.1 4 -9.9 2 30.4 1 940 12 1,082 11 C 1,271 11 2,458 10 4.9 9.4 3.8 § Phoenix BULA Property Pn 1,011 - 0.7 2 -2 2 9.3 4 6 3 -10.2 3 28.8 1 980 7 1,135 10 CCC 1,314 6 2,663 9 5.6 10.3 3.3 § ReAssure AL PPBAbr Prp ShrPn 300 0.3 3.6 1 4.7 1 9.9 2 10.3 2 -5.5 1 25.3 4 1,047 1 1,270 3 CCCCC 1,503 2 3,126 4 8.5 12.1 3.3 § ReAssure AL TGSB Abr Prop Sh Pn 300 - 3.6 1 4.7 1 9.9 2 10.3 2 -5.5 2 25.3 4 1,047 1 1,270 3 CCCCC 1,503 2 3,126 4 8.5 12.1 3.3 Scot Wid UK Rl Est Pn 90 13.2 -1.7 3 -8.4 4 5.5 4 4.9 4 -13.2 4 25.6 3 916 13 1,013 13 - 1,104 13 1,976 11 2 7 3.8 Stan Life Aberdeen Property Share Pn S3 129 - 0.9 2 1.7 2 11.1 1 12.5 1 -6.6 2 26.5 2 1,017 5 1,270 2 CCCCC 1,499 4 3,127 3 8.4 12.1 3.4 Ave/Total (F) 6 461 19.4 -0.1 - -1.5 - 8.8 - 9.1 - -8.4 - 25.9 - 985 13 1,170 13 1,351 13 2,718 12 6.1 10.4 3.2

UK Smaller Companies Aegon Merian UK Sm Cos (ARC) Pn 225 45.4 0.8 2 -7.2 2 9.6 3 42.7 1 7 1 17.6 2 928 27 1,452 13 CCC 1,828 9 - - 12.8 - 3.9 Aegon Merian UK Smaller Companies Pn 340 45.4 0.7 2 -8.1 3 8.5 3 41.3 1 6 1 16.5 2 919 38 1,409 23 CCC 1,739 12 - - 11.7 - 3.9 Av BRUKSmlCoFPPn 284 25.8 0.5 3 -8.2 3 20 1 31.6 3 1.5 2 15.7 2 918 40 1,450 14 CCCC 1,702 18 3,929 21 11.2 14.7 3.5 Av UK Smaller Companies FP Pn Inet 484 79.1 0.1 3 -6.3 2 10.9 3 38.8 1 -1.8 3 18.5 1 937 25 1,442 16 CCCC 1,678 24 4,532 5 10.9 16.3 3.1 Aviva BlckRck UK Sm Co Pn 351 24.9 1.3 1 -9.3 4 21.6 1 31.3 3 1.9 2 14.1 3 907 55 1,447 15 CCCC 1,682 21 - - 11 - 3.4 Aviva INVESCO UK Sm Cos Pn 516 70.1 1.9 1 2.7 1 12 2 34.5 2 2.8 1 18.2 1 1,027 2 1,546 5 CCCCC 1,878 5 4,275 10 13.4 15.6 3.5 BlackRock AL UK SmlrCoEqIdxPn S2 1,076 65 -1.8 4 -9.3 4 2.1 4 22.5 4 -0.7 3 13 3 907 53 1,134 61 C 1,271 59 2,947 47 4.9 11.4 2.9 Canlife Investec UK Sm Cos Pn PS4 344 1.1 0.8 2 -2.8 1 11.9 2 26.1 4 -4.7 4 5.2 4 972 15 1,372 36 CCC 1,375 56 4,035 19 6.6 15 3.7 Canlife Schroder UKSmCosPn PS4 476 0.4 0.5 3 -9.2 4 5.9 4 30.7 3 2.7 1 11.7 4 908 48 1,257 57 CC 1,442 47 3,508 37 7.6 13.4 3.5 Clerical Medical Sm Cos Pension 262 30.2 -1 4 -10.2 4 14 2 26.7 4 -4.1 4 13.7 3 898 59 1,297 48 C 1,414 49 3,024 46 7.2 11.7 3.6 CM Schroder UK Smaller Companies Pension 343 7.7 0.5 3 -9.3 4 6.1 4 34.4 2 0.6 3 14.4 3 907 52 1,293 49 CC 1,488 39 3,502 38 8.3 13.4 3.2 CM UK Smaller Companies Pension 194 3.6 -1.3 4 -9.7 4 13.9 2 24.6 4 -3.3 4 12.5 3 903 56 1,281 52 CC 1,394 53 1,987 50 6.9 7.1 3.6 § Halifax IM Smaller Companies Pn 272 - -1.2 4 -9.3 4 14.3 1 24.1 4 -3 3 12.7 3 907 51 1,287 50 C 1,407 50 1,989 49 7.1 7.1 3.5 § Halifax Smaller Companies Pension 208 32.4 -1 4 -10.1 4 14.1 1 26.9 3 -4.1 4 13.8 3 899 58 1,301 46 CC 1,421 48 3,068 45 7.3 11.9 3.6 § HLL Franklin UK Smaller Companies Pn 51 2,549 0.8 0 3 -7.9 3 12 2 - - - - - - 921 33 - - CCC - - - - - - - Invesco UK Smaller Companies Equity Pn 5 375 70.7 1.4 1 2.3 1 11.1 2 35.1 1 1.1 2 19.2 1 1,023 3 1,537 7 CCCCC 1,852 7 4,114 15 13.1 15.2 3.3 L&G Schroder UK Sm Co G17 Pn 2,441 3.9 0.5 3 -11.2 4 5.9 4 33.7 2 0.8 2 14.7 3 888 62 1,258 56 CC 1,454 45 3,514 36 7.8 13.4 3.2 L&G Schroder UK Smaller Companies Pn G25 285 1.8 0.2 3 -9.3 4 5.1 4 35 1 1.1 2 15.1 2 907 54 1,286 51 CC 1,496 38 3,777 26 8.4 14.2 3.6 L&G UK Smaller Companies Pn G1 596 91.8 3.4 1 -9 3 10.2 3 16.8 4 -3.4 4 16.1 2 910 46 1,172 59 C 1,314 57 3,421 41 5.6 13.1 3.2 L&G UK Smaller Companies SH Pn Inet 469 69.7 3.4 1 -9.3 4 9.8 3 16.4 4 -3.8 4 15.7 2 907 50 1,160 60 C 1,291 58 3,301 44 5.2 12.7 3.2 LV= Invesco UK Sm Cos Eq UK pns2 425 1.4 1.5 1 2.7 1 11.5 2 35.8 1 1.4 2 20 1 1,027 1 1,555 4 CCCCC 1,891 3 4,407 8 13.6 16 3.3 LV= Investec UK Smaller Companies Pn S2 238 2.1 0.9 2 -1.9 1 13 2 27.2 3 -3.5 4 6.4 4 981 12 1,411 21 CCC 1,448 46 - - 7.7 - 3.7 LV= Liontrust UK Smaller Companies Pn 700 9.9 0.7 2 1.7 1 14 2 30.8 3 10.6 1 11.1 4 1,017 7 1,516 9 CCCC 1,863 6 5,399 2 13.3 18.4 3.2 LV= Liontrust UK Smaller Companies Pn S2 515 9.9 0.6 2 2 1 14.8 1 31.3 3 11.7 1 11.6 4 1,020 6 1,539 6 CCCC 1,917 2 - - 13.9 - 3.2 M&G PP UK Smaller Companies Pn 5,155 62.5 1.9 1 0.1 1 8.9 3 48.4 1 -6.6 4 14.4 3 1,001 10 1,617 1 CCCCC 1,728 13 4,682 3 11.6 16.7 3.4 MetLife InvescoPerp UK SmCoEq Pn 303 - 1.7 1 2.1 1 10.9 3 34.9 1 0.9 2 19.2 1 1,021 5 1,527 8 CCCCC 1,836 8 4,142 14 12.9 15.3 3.3 MetLife Investec UK Smaller Companies Pn 347 - 1.1 2 -2.5 1 12.3 2 26.2 4 -4.1 4 5.8 4 975 14 1,382 30 CCC 1,402 52 4,248 11 7 15.6 3.7 OMW BlackRock UK Smaller Companies Pn 615 10.6 -0.4 4 -9.8 4 21.6 1 28.4 3 1.3 2 17.9 1 902 57 1,409 22 CCCC 1,684 20 3,914 22 11 14.6 3.8 OMW Invesco UK Sm Cos Eq Pn 2,292 27.8 2 1 1.5 1 11 2 33.1 2 2.3 1 16.6 2 1,015 9 1,499 11 CCCCC 1,788 10 4,023 20 12.3 14.9 3.5 OMW Merian UK Smaller Companies Pn 297 10.8 1.1 2 -8.2 3 10.6 3 38.2 1 5.1 1 16.7 2 918 39 1,404 25 CCC 1,721 14 4,233 13 11.5 15.5 4 § OMW Prof Liontrust UK Sm Cos Pn 989 5 -0.3 4 1.5 1 16.6 1 31.8 3 12.4 1 11.9 4 1,015 8 1,560 3 CCCC 1,961 1 5,822 1 14.4 19.3 3.4 OMW Schroder UK Smaller Cos Pn 2,010 14.2 0.1 3 -11.7 4 9.3 3 34.5 2 0.3 3 11.9 3 883 63 1,298 47 CC 1,457 44 3,610 29 7.8 13.7 3.6 § Phoenix SM Artemis UK Sm Cos Pn 482 - 0 3 -7.6 3 13.6 2 32.9 2 1.5 2 9.8 4 924 29 1,396 27 CCCC 1,555 33 3,605 30 9.2 13.7 3.2 Phoenix Wealth ArtemisUKSmCoPn S4 654 8.4 0 3 -7.6 3 13.8 2 33.1 2 -0.8 3 12.9 3 924 30 1,399 26 CCCC 1,566 32 3,545 34 9.4 13.5 3.3 Phoenix Wealth AXAFralUKSmCoPn S4 829 3.8 1.4 1 -5.3 2 9.9 3 32.3 2 0.2 3 20.2 1 947 23 1,377 31 CCC 1,658 25 4,398 9 10.6 16 3.3 Phoenix Wealth BlkRckUKSmCosPn S4 732 4.8 0.6 3 -8.5 3 18.9 1 31.9 2 0.7 2 16.8 2 915 42 1,435 17 CCCC 1,688 19 3,856 24 11 14.4 3.3 Phoenix Wealth FranklinUKSlCoPn S4 283 5.7 -0.1 4 -8.7 3 11 2 30.9 3 -8.1 4 - - 913 45 1,327 44 CCC - - - - - - 3.6 Pru Ex-DSF M&G Smaller Companies Pn 886 - 0 4 -2 1 5.4 4 36.6 1 -2 3 13.9 3 980 13 1,412 20 CCC 1,576 29 3,895 23 9.5 14.6 3.4 Pru FRIA M&G Smaller Companies Pn 638 - -0.1 4 -3 2 4.4 4 35.3 1 -3 3 12.8 3 970 20 1,369 39 CCC 1,498 37 3,458 40 8.4 13.2 3.4 Pru M&G Smaller Companies Pn Pre A 775 27.5 -0.1 4 -2.9 1 4.5 4 35.4 1 -2.8 3 12.9 3 971 19 1,375 35 CCC 1,508 36 3,564 33 8.6 13.6 3.4 Pru Schroder UK Sm Cos Pn 387 2.7 0.5 3 -9 4 6.6 4 31.5 3 3.7 1 12.5 3 910 47 1,275 53 CC 1,487 40 3,657 28 8.3 13.8 3.2 Pru UK Smaller Companies Pn S3 Inet 612 25.8 1.9 1 0 1 8.5 3 48.1 1 -8.1 4 16.1 2 1,000 11 1,607 2 CCCCC 1,715 16 4,500 7 11.4 16.2 3.5 § ReAssure AL OM UK Select Sm Co Pn 1,153 0.2 1.1 2 -8.3 3 10.4 3 35 1 8.4 1 16.1 2 917 41 1,366 40 CCC 1,720 15 4,050 17 11.5 15 4.1 § ReAssure BL Smaller Companies Pn 1,285 - 2.3 1 -5.3 2 12.8 2 25.4 4 -3.1 3 14.5 3 947 24 1,339 43 CCC 1,486 41 3,321 43 8.3 12.8 3.6 RLP UK Smaller Companies Pn 281 40 1.3 1 -2.8 1 10.8 3 24.4 4 -3.4 4 21.5 1 972 16 1,340 42 CC 1,573 30 - - 9.5 - 3.5 RLP UKSmCapSplst(InvestecUKSmCom)Pn 357 26.1 0.8 2 -2.9 1 11.9 2 26.1 4 -4.6 4 5.4 4 971 18 1,371 37 CCC 1,378 54 4,083 16 6.6 15.1 3.7 § Royal London BlkRck UK Sm Comp Pn 279 - 1.2 2 -10.5 4 18.6 1 30.2 3 0.9 2 14.9 2 895 61 1,383 29 CCCC 1,604 28 3,578 32 9.9 13.6 3.5 SIP BlackRock UK Smaller Companies Pn S8 307 0.5 0.5 3 -7.1 2 20.2 1 31.8 3 2.2 1 16.4 2 929 26 1,470 12 CCCC 1,750 11 4,248 12 11.8 15.6 3.6 SIP Old Mut UK Sm Cos Pn S6 343 0.6 1 2 -8.6 3 10.3 3 39.5 1 4.6 1 16 2 914 44 1,406 24 CCC 1,705 17 - - 11.3 - 4 Stan Life Investec UK Sml Cos Pn S4 205 - 0.8 2 -2.8 1 11.9 2 26 4 -4.6 4 5.4 4 972 17 1,370 38 CCC 1,377 55 - - 6.6 - 3.7 Stan Life Schroder UK Sm Cos Pn S1 213 - 0.5 3 -9.2 4 6.2 4 30.9 3 3.1 1 11.9 3 908 49 1,263 55 CC 1,457 43 3,586 31 7.8 13.6 3.1 Stan Life SLI UK Smaller Companies Pn S3 790 285.8 -0.8 4 -3.2 2 24.8 1 25.3 4 4 1 20.1 1 968 21 1,514 10 CCC 1,890 4 4,569 4 13.6 16.4 4 Stan Life UK Smaller Companies Pn S2 703 285.8 -1.6 4 -8.1 3 7.3 4 26.1 4 -17 4 8.7 4 919 36 1,244 58 C 1,122 60 2,260 48 2.3 8.5 3.5 SW Artemis UK sm Cos Pn 560 59.1 0 3 -7.7 3 13.7 2 33 2 1.9 2 7.3 4 923 31 1,395 28 CCCC 1,525 34 3,516 35 8.8 13.4 3.2 SW Blkrck UK sm Cos Pn 792 97.1 0.6 3 -8.5 3 18.8 1 31.8 2 0.6 2 14.7 3 915 43 1,432 18 CCCC 1,653 26 3,831 25 10.6 14.4 3.3 SW Liontrst UK Sm Cos Pn 148 15.5 0.7 2 2.2 1 15.2 1 - - - - - - 1,022 4 - - CCCC - - - - - - - UK Smaller Companies (ARC) Pn 252 262.3 -2 4 -7.3 2 16.7 1 27.1 3 -4.1 4 23.3 1 927 28 1,375 34 C 1,626 27 - - 10.2 - 4.2 UK Smaller Companies Pn 934 262.3 -2 4 -7.9 3 15.9 1 26.2 4 -4.8 4 22.5 1 921 34 1,346 41 C 1,570 31 3,350 42 9.4 12.8 4.2 Wesleyan UK Smaller Companies Pn S2 260 1.6 2.4 1 -8 3 8.4 4 32.4 2 -2.1 3 8.6 4 920 35 1,321 45 C 1,404 51 - - 7 - 3.7 Zurich Artemis UK Sm Cos Pn 243 1 0 3 -8.1 3 13.1 2 32.4 2 1.5 2 9.1 4 919 37 1,375 33 CCCC 1,523 35 3,458 39 8.8 13.2 3.2 Zurich AXA Fram UK Sm Cos Pn 315 0.2 1.4 1 -5.3 2 9.8 3 32.2 2 0.1 3 22 1 947 22 1,375 32 CCC 1,680 23 4,518 6 10.9 16.3 3.3 Zurich Schroder UK Sm Cos Pn 476 0.2 0.5 3 -10.4 4 4.5 4 35.5 1 1.7 2 14.3 3 896 60 1,270 54 CC 1,477 42 3,685 27 8.1 13.9 3.2 Zurich UK Smaller Companies Pn Inet 593 2.9 1.5 1 -7.8 3 10 3 39.1 1 -0.2 3 19.3 1 922 32 1,412 19 CC 1,680 22 4,040 18 10.9 15 4.4 Ave/Total (F) 6 678 35.6 0.6 - -5.8 - 11.8 - 31.7 - -0.1 - 14.4 - 942 63 1,384 61 1,588 60 3,799 50 9.6 14.1 3.5 FTSE Small Cap TR GBP - -0.2 -2.5 6.3 22.8 4.4 9.6 975