Group Stakeholder Pension

L&G Global Equity Fixed Weights (60:40) Index Fund

L&G PMC Global Equity Fixed Weights (60:40) Index Fund G17

Fund codeB9AQ

Fund facts

Fund size
£257.3m
Base currency
GBP
Launch date
Oct 2018
Domicile
United Kingdom

As at 28 Feb 2025

Fund aim

The investment objective of the fund is to provide diversified exposure to UK and overseas equity markets. The fund will invest 60% in the UK and 40% overseas. The fund's overseas asset distribution is fixed with 14% in North America, 14% in Europe (ex UK), 7% in Japan and 5% in Asia Pacific (ex Japan) within a small tolerance.

ABI Sector

Global Equities

Performance

Source: Lipper

Performance (%)
Select period:
Change
  • 1 month
  • 1 m
  • 6 months
  • 6 m
  • 1 year
  • 1 y
  • 3 years
  • 3 y
  • 5 years
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  • Custom period
Created with Highcharts 11.4.3Jul '20Jan '21Jul '21Jan '22Jul '22Jan '23Jul '23Jan '24Jul '24Jan '25-20020406080100
L&G PMC Global Equity Fixed Weights (60:40) Index Fund G17

Performance summary (%)

As at 28 Feb 2025

CumulativeFundBenchmarkRelative
3 years30.95--
5 years62.42--
AnnualisedBenchmarkRelative
1 year14.31--
3 years9.39--
5 years10.18--
Rolling 12-month performance
Calendar year performance
Annualised performance

Rolling 12-month performance to last quarter end (%)

Fund
20152.95
201619.60
201714.03
2018-7.67
201919.96
2020-0.79
202117.84
2022-2.35
202310.77
202410.42

Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper. The fund performance does not take into account of any product charges or External Funds Annual Management Charge (EFAMC).

Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.

Prices

Name
GBP
Price
488.94p
Change (%)
-
Currency
GBP
Price time
12:00 UK time

Important Information

The fund performance provided is: 

  • after all fund charges have been taken, but doesn't include any other product charges. Please see your product literature for more information on charges.
  • assuming all income generated by the investments remains within the fund

Please bear in mind that past performance is not a guide to future returns. The value of an investment and any income taken from it is not guaranteed and may go down as well as up. You could get back less than you invest.

Performance data source: Lipper. 

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