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FE Trustnet Life insurance

Factsheet

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See IFSL Sinfonia Income Portfolio fund as a pension fund

See underlying IFSL Sinfonia Income Portfolio fund

Zurich Sterling Sinfonia Income Portfolio

Underlying Fund

IFSL Sinfonia Income Portfolio

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To provide regular income with some potential for capital growth over the long-term.

Fund Manager ( Underlying )

Havard Tviet

Domicile

United Kingdom

Sector

Mixed Investment 20%-60% Shares

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 0.73m as at 30-Apr-2013

Unit Name Zurich Sterling Sinfonia Income Portfolio Add this unit to Basket
Inc/Acc Accumulating Citicode GVX9 Initial Charge n/a	Unit Currency GBX ISIN GB00B3XN3070 Annual Charge 1.95%
Bid GBX 332.10 Offer GBX 349.60	Change (Offer) 0.00 (0.00%) 21-May-2013
Unit LaunchDate 09-Nov-2009

Unit Name Zurich Sterling Sinfonia Income Portfolio 2 Add this unit to Basket
Inc/Acc Accumulating Citicode GVY0 Initial Charge n/a	Unit Currency GBX ISIN GB00B3X84542 Annual Charge 0.95%
Mid GBX 482.90	Change (Mid) 0.00 (0.00%) 21-May-2013
Unit LaunchDate 09-Nov-2009

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	3.98	2.00	4.83	8.11	15.19	-
Sector	7.79	3.94	9.76	15.66	23.66	24.55

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	4.96	0.83	5.16	-	-
Sector	8.42	-1.41	9.24	16.18	-16.04

Asset Allocation ( Underlying )

Asset Class

% of Fund

UK Corporate Fixed Interest

21.10

UK Gilts

19.00

Global Fixed Interest

17.20

UK Equities

15.00

Money Market

11.00

Absolute Return

7.00

US Equities

4.90

European Equities

4.80

Regional Breakdown ( Underlying )

Region

% of Fund

55.10

International

17.20

Money Market

11.00

Absolute Return

7.00

USA

4.90

Europe

4.80

Sector Breakdown ( Underlying )

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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Investments

Life Funds / Zurich Assurance Ltd

Zurich Sterling Sinfonia Income Portfolio

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

Fund Manager ( Underlying )

Domicile

Sector

Currency

Primary Asset Class

Fund Size

Unit Name

Inc/Acc

Citicode

Initial Charge

Unit Currency

ISIN

Annual Charge

Bid

Offer

Change (Offer)

Unit LaunchDate