The fund data on these screens is for information only, and shouldn't be taken as a recommendation or advice to invest in any of the funds mentioned.

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Page 1 of 12  

Fund name sortUnit type Sector sort Selling
price sort
Buying
price sort
Price
date
Chart
Scottish Equitable Henderson US Opportunities-Pen AccABI Pn North America Equities107.22112.8726/01/12view chart
Scottish Equitable 40/60 Core Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs108.84114.5726/01/12view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs108.37114.0726/01/12view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen ABI Pn Mixed Investment 20%-60% Shrs158.82167.1826/01/12view chart
Scottish Equitable 50/50 Core Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs111.65117.5326/01/12view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs111.36117.2226/01/12view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen ABI Pn Mixed Investment 20%-60% Shrs156.71164.9526/01/12view chart
Scottish Equitable 60/40 Core Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs114.65120.6826/01/12view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs113.76119.7526/01/12view chart
Scottish Equitable 70/30 Core Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs117.41123.5926/01/12view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen ABI Pn Mixed Investment 0%-35% Shrs155.21163.3726/01/12view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen AccABI Pn Mixed Investment 20%-60% Shrs115.96122.0626/01/12view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen ABI Pn Mixed Investment 0%-35% Shrs153.22161.2826/01/12view chart
Scottish Equitable Aberdeen Asia Pacific-Pen AccABI Pn Asia Pacific excluding Japan Equities124.47131.0226/01/12view chart
Scottish Equitable Aberdeen Emerging Markets-Pen AccABI Pn Global Emerging Markets Equities129.93136.7726/01/12view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen AccABI Pn Mixed Investment 20%-60% Shrs94.2499.2026/01/12view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen AccABI Pn Global Equities93.8298.7626/01/12view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen AccABI Pn Mixed Investment 40%-85% Shrs93.3598.2726/01/12view chart
Scottish Equitable Aberdeen World Growth and Income AccABI Pn Global Equities104.95110.4726/01/12view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen AccABI Pn Specialist98.40103.5826/01/12view chart
Scottish Equitable Absolute Return Select Portfolio-Pen AccABI Pn Specialist96.33101.4026/01/12view chart
Scottish Equitable Adventurous Select Portfolio-Pen AccABI Pn Unclassified109.64115.4126/01/12view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen AccABI Pn Global Emerging Markets Equities79.6583.8426/01/12view chart
Scottish Equitable Allianz RCM US Equity-Pen AccABI Pn North America Equities100.40105.6826/01/12view chart
Scottish Equitable Artemis Capital-Pen ABI Pn UK All Companies99.63104.8826/01/12view chart
Fund name sort1
Month
sort
3
Months
sort
6
Months
sort
YTD sortLaunch
date
Chart
Scottish Equitable Henderson US Opportunities-Pen 7.25%7.05%-3.65%4.90%31/08/05view chart
Scottish Equitable 40/60 Core Portfolio-Pen 3.50%2.55%1.12%2.87%19/05/08view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen 3.78%2.67%-0.26%2.94%19/05/08view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen 3.30%3.63%2.18%2.44%30/08/02view chart
Scottish Equitable 50/50 Core Portfolio-Pen 2.94%2.79%2.11%2.33%19/05/08view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen 3.24%2.84%0.99%2.46%19/05/08view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen 2.74%3.62%3.11%1.95%30/08/02view chart
Scottish Equitable 60/40 Core Portfolio-Pen 2.52%3.01%3.17%1.92%19/05/08view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen 2.70%3.00%2.10%1.97%19/05/08view chart
Scottish Equitable 70/30 Core Portfolio-Pen 2.04%3.21%4.06%1.45%19/05/08view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen 2.19%3.70%3.96%1.47%30/08/02view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen 2.17%3.17%3.18%1.49%19/05/08view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen 1.66%3.67%4.82%1.00%30/08/02view chart
Scottish Equitable Aberdeen Asia Pacific-Pen 8.99%4.34%-4.45%7.87%30/09/09view chart
Scottish Equitable Aberdeen Emerging Markets-Pen 9.63%7.07%-1.93%8.65%30/09/09view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen 3.54%2.53%-3.00%2.94%10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen 5.70%3.41%-6.49%4.29%10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen 0.84%0.44%-2.86%0.80%10/11/10view chart
Scottish Equitable Aberdeen World Growth and Income 4.14%3.66%-2.74%31/08/11view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen 0.12%0.26%-0.20%0.11%06/05/09view chart
Scottish Equitable Absolute Return Select Portfolio-Pen 1.04%-0.68%-0.81%0.92%05/10/09view chart
Scottish Equitable Adventurous Select Portfolio-Pen 6.47%2.64%-4.96%5.52%05/10/09view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen 11.97%3.34%-13.23%12.63%23/12/10view chart
Scottish Equitable Allianz RCM US Equity-Pen 6.47%10.48%4.98%4.65%23/12/10view chart
Scottish Equitable Artemis Capital-Pen 4.97%-0.49%-6.91%4.42%20/10/05view chart
Fund name sort1
Year
sort
3
Years
sort
5
Years
sort
10
Years
sort
Since
launch
sort
Launch
date
Chart
Scottish Equitable Henderson US Opportunities-Pen -8.76%37.55%13.02%-12.87%31/08/05view chart
Scottish Equitable 40/60 Core Portfolio-Pen 2.97%43.06%--9.84%19/05/08view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen 1.33%35.99%--8.89%19/05/08view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen 5.55%41.76%20.99%-67.18%30/08/02view chart
Scottish Equitable 50/50 Core Portfolio-Pen 4.72%42.01%--13.58%19/05/08view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen 3.56%36.34%--12.90%19/05/08view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen 6.88%39.88%22.81%-64.95%30/08/02view chart
Scottish Equitable 60/40 Core Portfolio-Pen 6.59%41.23%--17.55%19/05/08view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen 5.36%36.01%--16.34%19/05/08view chart
Scottish Equitable 70/30 Core Portfolio-Pen 8.21%40.00%--21.35%19/05/08view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen 8.44%38.49%25.12%-63.37%30/08/02view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen 6.97%35.47%--19.63%19/05/08view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen 9.76%36.83%27.15%-61.28%30/08/02view chart
Scottish Equitable Aberdeen Asia Pacific-Pen -3.55%---28.43%30/09/09view chart
Scottish Equitable Aberdeen Emerging Markets-Pen 1.03%---33.68%30/09/09view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen -3.11%----1.71%10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen -6.75%----2.99%10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen -3.58%----2.50%10/11/10view chart
Scottish Equitable Aberdeen World Growth and Income ----7.16%31/08/11view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen 1.19%---2.90%06/05/09view chart
Scottish Equitable Absolute Return Select Portfolio-Pen -1.46%---1.40%05/10/09view chart
Scottish Equitable Adventurous Select Portfolio-Pen -4.39%---15.41%05/10/09view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen -15.86%----17.89%23/12/10view chart
Scottish Equitable Allianz RCM US Equity-Pen 1.99%---2.20%23/12/10view chart
Scottish Equitable Artemis Capital-Pen -6.96%38.92%-21.32%-4.88%20/10/05view chart
Fund name sort31/12/11 to 31/12/10 sort31/12/10 to 31/12/09 sort31/12/09 to 31/12/08 sort31/12/08 to 31/12/07 sort31/12/07 to 31/12/06 sortChart
Scottish Equitable Henderson US Opportunities-Pen -12.82%20.19%13.81%-23.07%19.14%view chart
Scottish Equitable 40/60 Core Portfolio-Pen -0.18%10.34%18.71%--view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen -2.33%11.48%15.41%--view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen 2.39%11.49%15.30%-13.17%2.73%view chart
Scottish Equitable 50/50 Core Portfolio-Pen 1.80%9.77%16.86%--view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen 0.14%10.72%14.03%--view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen 3.93%10.39%13.56%-10.53%2.57%view chart
Scottish Equitable 60/40 Core Portfolio-Pen 3.77%9.33%15.02%--view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen 2.21%9.95%12.64%--view chart
Scottish Equitable 70/30 Core Portfolio-Pen 5.60%8.85%13.16%--view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen 5.71%9.39%11.94%-7.83%2.42%view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen 4.09%9.31%11.19%--view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen 7.27%8.51%10.22%-5.09%2.29%view chart
Scottish Equitable Aberdeen Asia Pacific-Pen -14.76%31.35%---view chart
Scottish Equitable Aberdeen Emerging Markets-Pen -12.02%31.31%---view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen -5.57%----view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen -10.86%----view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen -5.06%----view chart
Scottish Equitable Aberdeen World Growth and Income -----view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen 1.49%1.11%---view chart
Scottish Equitable Absolute Return Select Portfolio-Pen -2.34%2.47%---view chart
Scottish Equitable Adventurous Select Portfolio-Pen -9.67%17.14%---view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen -27.68%----view chart
Scottish Equitable Allianz RCM US Equity-Pen -1.74%----view chart
Scottish Equitable Artemis Capital-Pen -9.34%17.91%20.28%-40.26%-2.47%view chart
Fund name sortAnnual volatility sortAlpha sortBeta sortSharpe sortChart
Scottish Equitable Henderson US Opportunities-Pen 20.09%-5.34%1.10%0.13%view chart
Scottish Equitable 40/60 Core Portfolio-Pen 11.04%-2.71%1.39%0.53%view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen 10.13%-3.09%1.27%0.44%view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen 8.73%-0.08%1.09%0.70%view chart
Scottish Equitable 50/50 Core Portfolio-Pen 9.51%-1.14%1.18%0.61%view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen 8.77%-1.45%1.09%0.53%view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen 7.48%1.08%0.91%0.77%view chart
Scottish Equitable 60/40 Core Portfolio-Pen 8.18%0.46%0.99%0.71%view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen 7.56%0.08%0.91%0.62%view chart
Scottish Equitable 70/30 Core Portfolio-Pen 7.05%2.04%0.79%0.80%view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen 6.51%-0.48%1.23%0.84%view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen 6.61%1.57%0.73%0.70%view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen 5.91%0.46%1.06%0.87%view chart
Scottish Equitable Aberdeen Asia Pacific-Pen ----view chart
Scottish Equitable Aberdeen Emerging Markets-Pen ----view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen ----view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen ----view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen ----view chart
Scottish Equitable Aberdeen World Growth and Income ----view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen ----view chart
Scottish Equitable Absolute Return Select Portfolio-Pen ----view chart
Scottish Equitable Adventurous Select Portfolio-Pen ----view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen ----view chart
Scottish Equitable Allianz RCM US Equity-Pen ----view chart
Scottish Equitable Artemis Capital-Pen 21.27%-5.27%1.22%0.25%view chart
Fund name sortOBSR
rating sort
Alpha Manager
rating sort
Crown
Rating sort
Launch
Date sort
Chart
Scottish Equitable Henderson US Opportunities-Pen -- 1 Crown Rating 31/08/05view chart
Scottish Equitable 40/60 Core Portfolio-Pen -- 1 Crown Rating 19/05/08view chart
Scottish Equitable 40/60 Multi-Manager Portfolio-Pen -- 1 Crown Rating 19/05/08view chart
Scottish Equitable 50/50 Cautious Managed Collection-Pen -- 3 Crown Rating 30/08/02view chart
Scottish Equitable 50/50 Core Portfolio-Pen -- 2 Crown Rating 19/05/08view chart
Scottish Equitable 50/50 Multi-Manager Portfolio-Pen -- 2 Crown Rating 19/05/08view chart
Scottish Equitable 60/40 Cautious Managed Collection-Pen -- 4 Crown Rating 30/08/02view chart
Scottish Equitable 60/40 Core Portfolio-Pen -- 3 Crown Rating 19/05/08view chart
Scottish Equitable 60/40 Multi-Manager Portfolio-Pen -- 3 Crown Rating 19/05/08view chart
Scottish Equitable 70/30 Core Portfolio-Pen -- 4 Crown Rating 19/05/08view chart
Scottish Equitable 70/30 Defensive Managed Collection-Pen -- 3 Crown Rating 30/08/02view chart
Scottish Equitable 70/30 Multi-Manager Portfolio-Pen -- N/A Crown Rating 19/05/08view chart
Scottish Equitable 80/20 Defensive Managed Collection-Pen -- 3 Crown Rating 30/08/02view chart
Scottish Equitable Aberdeen Asia Pacific-Pen obsr_ratingAAA - 4 Crown Rating 30/09/09view chart
Scottish Equitable Aberdeen Emerging Markets-Pen obsr_ratingAAA - 5 Crown Rating 30/09/09view chart
Scottish Equitable Aberdeen Multi Manager Caut Portfolio - Pen obsr_ratingA - 3 Crown Rating 10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Consellation Pfolio - Pen obsr_ratingA - 1 Crown Rating 10/11/10view chart
Scottish Equitable Aberdeen Multi-Manager Multi Asset Growth - Pen -- 4 Crown Rating 10/11/10view chart
Scottish Equitable Aberdeen World Growth and Income -- 3 Crown Rating 31/08/11view chart
Scottish Equitable Absolute Insight UK Equity Market Neutral-Pen obsr_ratingA - N/A Crown Rating 06/05/09view chart
Scottish Equitable Absolute Return Select Portfolio-Pen -- N/A Crown Rating 05/10/09view chart
Scottish Equitable Adventurous Select Portfolio-Pen -- N/A Crown Rating 05/10/09view chart
Scottish Equitable Allianz RCM BRIC Stars-Pen obsr_ratingA - 1 Crown Rating 23/12/10view chart
Scottish Equitable Allianz RCM US Equity-Pen obsr_ratingA - 3 Crown Rating 23/12/10view chart
Scottish Equitable Artemis Capital-Pen -- 1 Crown Rating 20/10/05view chart

Page 1 of 12  

 
The shortlist can only be saved for the duration of the session

Source: FE as at 28/01/2012. Past performance is no guide to future performance. The value of an investment can go down as well as up for a number of reasons, for example market and currency movements. Investors may get back less than originally invested.

Old Broad Street Research (OBSR) don’t currently rate pension and life funds. Where a rating is shown for a pension or life fund, it applies to the underlying Open-Ended Investment Company (OEIC) or unit trust.

Fund performance data is based on the selling price of the fund. It doesn’t take into account fees and expenses which are specific to individual plans. Please ask us if you would like more details.

The above is for information only, and shouldn’t be taken as a recommendation or advice to invest in any of the funds mentioned.