Transcription of Quarter 3 2017 - Welplan
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Quarter 3 2017 - Welplan
Fund FactsFund Objective The Fund objective is to seek to deliver a return in line with the benchmark. The asset allocation is set by the Trustees with the investment approach implemented by Size Composite of 35% Global Equity Fixed Weights 50:50 Index, 20% FTSE AW-World (ex UK) Index-GBP Hedged, 10% FTSE Emerging Index, 35% MAAA - Diversified FundLaunch Date April 2013 Base Currency GBPA nnual Management Charge PerformancePerformance to Date (%)3 Months6 Months1 Year3 Years Launch factsheet has been produced to provide you with fund information and is not designed to provide advice on the suitability of an investment for your personal financial situation. It should be read in conjunction with your pension scheme particulars.
Top 10 Holdings (%) European Investment Bank 1.5% 2019 ROYAL DUTCH SHELL A1.6 Kreditanstalt fur Wiederaufbau 6.0% 2028 1.3 Kreditanstalt fur Wiederaufbau 1.125% 2019 …
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