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FE Trustnet Pension

Factsheet

Phoenix Alba LASPEN Overseas Equity Pooled Pn

FE Crown Rating

Fund Objective

To aim for capital growth through investment in any capital market, including the UK. Given the relative importance of the US and Japan, the bulk of its assets will be in those markets. The vast majority of the investments will be in equities.

Fund Manager

Domicile

United Kingdom

Sector

Global Equities

Currency

GBX

Primary Asset Class

Equity

Unit Name Phoenix Alba LASPEN Overseas Equity Pooled Pn Add this unit to Basket
Inc/Acc Citicode ELU0 Initial Charge 0.00%	Unit Currency GBX ISIN Annual Charge n/a
Bid GBX 833.60 Offer GBX 859.40	Change (Offer) 32.70 (3.96%) 31-May-2013
Unit LaunchDate 31-Dec-1993

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	19.20	7.52	21.46	26.74	32.25	72.30
Sector	13.66	0.24	13.31	22.99	30.17	34.74

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	10.68	-9.11	19.11	55.92	-26.36
Sector	11.24	-8.39	15.75	24.41	-24.15

Asset Allocation (estimated from fund's sector average)

Asset Class

% of Fund

North American Equities

45.48

European Equities

17.09

Asia Pacific Equities

13.13

UK Equities

10.57

International Equities

6.26

Equities

2.78

Money Market

2.01

Others

1.69

Commodity & Energy

0.60

Fixed Interest

0.22

Property

0.10

Alternative Investment Strategies

0.08

Regional Breakdown

No breakdown data available.

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Pension Funds / Phoenix Life Limited

Phoenix Alba LASPEN Overseas Equity Pooled Pn

FE Crown Rating

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