Performance of Highly rated strategies: Unconstrained UK Equity
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
FTSE All Share |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| FTSE All Share |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
7 |
7 |
8 |
10 |
14 |
14 |
Performance of Highly rated strategies: Unconstrained Global Equity
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
Composite benchmark |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Composite benchmark |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
26 |
28 |
33 |
32 |
33 |
32 |
Performance of Highly rated strategies: Multi-strategy hedge funds
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
HFRI Fund Weighted Composite Index |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
|
|
|
|
|
|
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
|
| HFRI Fund Weighted Composite Index |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
|
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
|
| Number of manager strategies |
9 |
9 |
9 |
7 |
6 |
|
Performance of Highly rated strategies: Fund of Hedge Funds
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
HFRI Fund of Funds Composite Index |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| HFRI Fund of Funds Composite Index |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
14 |
16 |
17 |
17 |
14 |
10 |
Performance of Highly rated strategies: Absolute Return Bond Strategies
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
Composite benchmark |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
|
|
|
|
|
|
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Composite benchmark |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
9 |
8 |
8 |
8 |
8 |
6 |
Performance of Highly rated strategies: Global Investment Grade Credit
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
Composite benchmark |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Composite benchmark |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
8 |
8 |
6 |
6 |
6 |
5 |
Performance of Highly rated strategies: UK Credit
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
Composite benchmark |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Composite benchmark |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
7 |
7 |
7 |
6 |
7 |
8 |
Performance of Highly rated strategies: UK Core Property
| Highly rated Investment Manager Strategies |
Performance of managers (net of fees) |
AREF/IPD UK Quarterly All Balanced Funds Index |
Relative return |
Risk (tracking error/volatility) |
Median management fee paid |
Turnover within sample |
| 3 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 5 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| 10 Years (p.a.) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Highly rated Investment Manager Strategies |
Returns over calendar year (%) |
| |
YTD |
2015 |
2014 |
2013 |
2012 |
2011 |
| Performance of managers (net of fees) |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| AREF/IPD UK Quarterly All Balanced Funds Index |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Relative return |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
0.005 |
| Number of manager strategies |
7 |
7 |
7 |
7 |
7 |
7 |