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Scot Life Long Index Linked Pn

FE Crown Rating

Fund Objective

The fund aims to provide returns which are linked to the rate of inflation for investors with a fifteen year or greater investment term.The fund invests in long dated, index linked bonds issued by the UK government (also know as index linked gilts). An index linked bond is a loan made to a company or government agency for a defined period where the interest rate and repayment value are protected against inflation. The time aspect allows investors to build a pension specific to their attitude to risk and their length of time to retirement.

Fund Manager

Paul Rayner

Fund Manager




Primary Asset Class

Fund Size

GBX 210.97m as at 30-Jun-2014

Unit Name

Scot Life Long Index Linked Pn





Initial Charge


Unit Currency




Annual Charge



GBX 191.30


GBX 201.40

Change (Offer)

-1.20 (-0.62%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 9.06 4.42 5.11 5.46 17.43 37.82
Sector 12.06 6.49 7.69 8.35 24.39 45.64
Benchmark 15.41 6.66 10.16 12.13 19.07 47.91

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund -2.12 1.01 19.62 7.78 5.20
Sector 0.08 -0.12 21.90 7.99 5.58
Benchmark -5.93 2.91 26.26 8.78 -4.84

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Index-Linked Gilts 99.30
Cash 0.70

Regional Breakdown

breakdown chart
  Region % of Fund
UK 99.30
Cash 0.70

Sector Breakdown

breakdown chart
  Sector % of Fund
Medium Dated Bonds 66.60
Long Dated Bonds 29.60
Short Dated Bonds 3.80

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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