NEST 2040 Retirement Fund Pension

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Performance History28/02/2021
Growth of 1,000 (GBP) Advanced Graph
NEST 2040 Retirement Fund Pension
Fund9.5-4.317.08.10.6
+/-Sector-----
 
Key Stats
NAV
01/03/2021
 GBX 225.30
Day Change 0.00%
ABI Sector Specialist (Pen)
ISIN GB00BFZNFC59
Fund Size (Mil)
-
 -
Share Class Size (Mil)
-
 -
Stakeholder No
Investment Objective: NEST 2040 Retirement Fund Pension
-
Returns
Trailing Returns (GBP)01/03/2021
YTD0.62
3 Years Annualised7.51
5 Years Annualised9.74
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
-
-
Inception Date
01/08/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
CPI + 3.0%-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  NEST 2040 Retirement Fund Pension-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
NEST 2040 Retirement Fund Pension

Related

Fund prices are updated every weekday after the close of trading and before 11pm wherever possible. Performance figures are presented in British Sterling (GBP). Fund returns are based upon NAV to NAV or Bid to Bid on an income reinvested basis. UK-domiciled funds report after-tax dividends. Non-UK-domiciled funds report gross dividends. Pension funds report after-tax returns.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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