The Standard Life Passive Plus III Pension Fund

The Standard Life Passive Plus III Pension Fund is a fund from Standard Life that is actually a funds of funds.

https://uk.standardlifeinvestments.com/SL_P_Passive_Plus_III.pdf

It is also the default fund that investors (pension savers) with BT, who joined after March 2001, and is given to staff who join the BT Retirement Savings Scheme.

https://www.btretirementsavingscheme.com/bt/

The goal of this fund is to provide long term growth while being managed to a level of risk, rather than a
level of return. The fund is part of the Passive Plus range, which aims to offer five different combinations of
investment risk and return levels

Current Fund Size £2,744.3 Million

SL VANGUARD FTSE UK ALL SHARE INDEX 14.6% of the fund
SL SLI GLOBAL ABSOLUTE RETURN STRATEGIES 13.9% of the fund
SL VANGUARD US EQUITY 13.3% of the fund
SL VANGUARD UK SHORT-TERM INVESTMENT GRADE BOND 10.8% of the fund
SL VANGUARD UK INVESTMENT GRADE BOND INDEX 10.8% of the fund
SL PROPERTY PENSION 6.3% of the fund
SL VANGUARD FTSE DEVELOPED EUROPE EX UK EQUITY INDEX 5.7% of the fund
SL VANGUARD UK GOVERNMENT BOND INDEX 4.9% of the fund
SL VANGUARD JAPAN STOCK INDEX 4.1% of the fund
SL MONEY MARKET PENSION 4.1% of the fund
SL VANGUARD PACIFIC EX JAPAN STOCK INDEX 3.4% of the fund
SL VANGUARD EMERGING MARKETS STOCK INDEX 3.3% of the fund
SL SLI GLOBAL HIGH YIELD BOND 2.8% of the fund
SL GLOBAL PROPERTY SECURITIES ASSET 2.0% of the fund

The performance:

Year to 30/06/2017 (%) 11.0
Year to 30/06/2016 (%) 3.7
Year to 30/06/2015 (%) 5.6
Year to 30/06/2014 (%) 7.2
Year to 30/06/2013 (%) 7.2

You can see year on year growth.

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