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TPEN Fund Range
| Investment Fund | Benchmark | Fund Manager | Launch Date | ||||||
|---|---|---|---|---|---|---|---|---|---|
Managed Funds |
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| Mixed Fund | CAPS - Balanced | Alex Lyle | Mar-95 | ||||||
| Managed Equity Fund | CAPS - Global Equity | Alex Lyle | Nov-98 | ||||||
| Global Equity 60/40 Fund | Composite Index | Alex Lyle | Dec-01 | ||||||
| Multi Asset Fund | Cash +4% | Alex Lyle | Oct-07 | ||||||
Equity Funds |
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| UK Equity Fund | FTSE All Share Index | Simon Brazier and Chris
Kinder |
Mar-95 | ||||||
| UK Smaller Companies Fund | Hoare Govett Smaller Companies (ex IT) Index | Dan Vaughan | Mar-95 | ||||||
| UK Equity High Alpha Fund | FTSE All Share Index | Simon Brazier | Dec-02 | ||||||
| Global Equity Fund | MSCI AC World Free | Neil Robson |
Aug-05 | ||||||
| European Equity Fund | FTSE World Europe (ex UK) Index | Paul Doyle | Mar-95 | ||||||
| Pacific Basin Equity Fund | MSCI AC Asia Pacific ex Japan Free Index | Rafael Polantinsky | Mar-95 | ||||||
| North American Equity Fund | S&P 500 Index | Diane Sobin |
Mar-95 | ||||||
| Japanese Equity Fund | TOPIX Index | Sarah Williams |
Mar-95 | ||||||
Bond Funds |
|||||||||
| Pre Retirement Fund | Composite Index | Richard Stevens | Jun-03 | ||||||
| UK Bond Fund | Composite Index | Quentin Fitzsimmons | Mar-95 | ||||||
| UK Gilt Fund | FT British Govt All Stocks Index | Richard Stevens | Sep-03 | ||||||
| Index Linked Bond Fund | FT British Government Index Linked All Stocks Index | Richard Stevens | Mar-95 | ||||||
| Corporate Bond Fund | iBoxx Sterling Non-Gilt Index | Alasdair Ross | Dec-00 | ||||||
| Long Dated UK Bond Fund | Composite Index | Quentin Fitzsimmons | Mar-05 | ||||||
Property & Cash |
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| UK Cash Fund | LIBID 7 Day Rate | Paul Witchalls | May-08 | ||||||
| Property Fund | CAPS - Property | James Rigg | Mar-95 | ||||||
Pathway Funds |
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| Adventurous Pathway Fund | Composite Index | Alex Lyle | Jun-01 | ||||||
| Balanced Pathway Fund | Composite Index | Alex Lyle | Jun-01 | ||||||
| Cautious Pathway Fund | Composite Index | Alex Lyle | Jun-01 | ||||||
Composite Indices:
Adventurous Pathway Fund: 50% FTSE All Share, 17.5% FTSE W
Europe ex UK, 17.5% S&P 500, 5% MSCI Asia Pacific ex JP, 1.5%
MSCI Latin American Index 10/40, 8.5% TOPIX
Balanced Pathway Fund: 37.5% FTSE All Share, 13.1% FTSE W Europe
ex UK, 13.1% S&P 500, 3.8% MSCI Asia Pacific ex JP, 1.1% MSCI
Latin American Index 10/40, 6.4% TOPIX, 2% IPD, 15% FT Govt All
Stocks, 8% JPM Global Bonds ex UK
Cautious Pathway Fund: 25% FTSE All Share, 8.75% FTSE W Europe ex
UK, 8.75% S&P 500, 2.5% MSCI Asia Pacific ex JP, 0.75% MSCI
Latin American Index 10/40, 4.25% TOPIX, 4% IPD, 30% FT Govt All
Stocks, 16% JPM Global Bonds ex UK
Global Equity 60 40 Fund: 60% FTSE All Share, 14% FTSE W Europe ex
UK, 14% S&P 500, 5% MSCI Asia Pacific ex JP, 7% TOPIX
Pre Retirement Fund: 60% FT Brit Govt I/L All-Stocks Index, 40% FT
Brit Govt Over 15 year Index
UK Bond Fund: 50% FTA Govt All Stocks 50% iBoxx £ Non-Gilt
Index
Long Dated UK Bond Fund: 50% iBoxx £ Non-Gilt Index Over 15 Year
Index & 50% FT British Government Over 15 Year Index