SJP Worldwide Managed Pension FundRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.0 | 15.4 | -12.1 | 9.2 | 4.2 | |
+/-Sector | 3.6 | -2.9 | -3.6 | -3.5 | 0.2 | |
Sector: Global Equities (Pen) |
Key Stats | ||
NAV 28/03/2024 | GBX 370.70 | |
Day Change | 0.30% | |
ABI Sector | Global Equities (Pen) | |
ISIN | GB00B1KHLM62 | |
Fund Size (Mil) 29/02/2024 | GBP 659.77 | |
Share Class Size (Mil) 29/02/2024 | GBP 659.77 | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: SJP Worldwide Managed Pension Fund |
The investment objective is to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Rooney 12/08/2015 | ||
George Loening 12/08/2015 | ||
Click here to see others | ||
Inception Date 08/01/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for SJP Worldwide Managed Pension Fund | - |
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Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
SJP Worldwide Managed Pension Fund |