OMR Index Balanced PensionRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.4 | 14.3 | -8.2 | 11.1 | 4.5 | |
+/-Sector | -1.7 | 3.6 | 1.6 | 2.9 | 1.0 | |
Sector: Mixed Investment 40%-85% Shares (Pen) |
Key Stats | ||
NAV 03/05/2024 | GBX 337.20 | |
Day Change | 0.24% | |
ABI Sector | Mixed Investment 40%-85% Shares (Pen) | |
ISIN | GB0006946189 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) - | - | |
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: OMR Index Balanced Pension |
The OMR Index Balanced Fund aims to perform in line with the median fund in the ABI Mixed 40-85% Shares Funds Sector. It invests in a well-diversified portfolio with long term asset allocation of global equities and global fixed interest securities and cash, with a bias towards the UK. The precise split will vary with market movements, but will be strictly controlled within closely defined ranges. RLL have appointed specialist managers to manage the fund, and continuously monitors these appointments. Investment is through a range of directly invested portfolios and leading collective investment schemes. Performance is sought through a combination of stock selection and asset allocation between markets, and the performance of the fund will therefore be determined by movements in both asset prices and currency exchange rates. |
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 01/06/1999 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
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Portfolio Profile for OMR Index Balanced Pension | - |
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