Investment report - DC

31 March 2020

Investment returns

This section gives you a brief overview of the investment returns at 31 March 2019 in each of the funds available to you in the DC Section of the Plan.

The table below shows the time weighted returns from DC Section assets over the last 12 months:

Fund

Fund Return %

Benchmark Return %

Global Equity 70:30 Index

6.4

6.5

UK Equity Index

5.9

5.9

World (ex UK) Equity Index

11.3

11.4

All Stocks Gilt

3.7

3.8

AAA- AA- A Corporate Bonds

3.7

3.7

Over 5y Index-Linked Gilts

7.0

7.0

Pre-Retirement

4.7

4.8

Cash

0.5

0.5

Diversified

6.4

8.8

Management charges

Fund

Annual fee %

Global Equity 70:30 Index

0.18

UK Equity Index

0.10

World (ex UK) Equity Index

0.18

All Stocks Gilt

0.10

AAA- AA- A Corporate Bonds

0.15

Over 5y Index-Linked Gilts

0.10

Pre-Retirement

0.15

Cash

0.12

Diversified

0.20

You can view details of the investment funds at www10.landg.com/SAuthGateWeb/login.html

Back
Cookie settings