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RNPFN working together with LV=

RNPFN - The Royal National Pension Fund for Nurses
  • Founded in 1887 as a provider of financial products for health professionals and their partners
  • RNPFN has been a part of LV= since 2001
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Asset Allocation - RNPFN Managed Growth Fund

The tables below show how the Managed Growth Fund was invested recently and also at the end of each of the last few years. They also show the target asset mix and the permitted range for each asset type.

As at 31 March 2018

Assets

%

UK Equities

46.7%

US Equities

4.0%

European Equities

8.0%

Assets

%

Japanese Equities

4.5%

Asia Pacific Equities

5.8%

Emerging Market Equities

4.7%

UK Gilts

5.3%

Assets

%

UK Corporate Bonds

8.5%

UK Corporate Bonds (High Yield)

4.3%

Dynamic Real Return

5.1%

Cash/Other

3.1%

As at 31 December 2011 - 2017

Assets

2017

2016

2015

2014

2013

2012

2011

Equities

80%

80%

80%

80%

81%

78%

77%

Fixed Interest

17%

17%

17%

18%

17%

20%

18%

Cash/Other

3%

3%

3%

2%

2%

2%

5%

The table below shows the target asset mix and the permitted range for each asset type.

Assets

Benchmark

Permitted Range

UK Equities

45.90%

41.90% to 49.99%

US Equities

5.00%

0.00% to 8.00%

European Equities

7.00%

0.00% to 9.00%

Japanese Equities

3.00%

0.00% to 6.00%

Asia Pacific Equities

4.88%

0.00% to 6.50%

Emerging Markets Equities

4.88%

0.00% to 6.50%

UK Gilts

6.48%

0.00% to 8.50%

UK Corporate Bonds

10.38%

7.00% to 15.00%

UK Corporate Bonds (High Yield)

3.88%

0.00% to 6.00%

Dynamic Real Return

5.00%

4.80% to 5.20%

Cash/Other

3.60%

0.50% to 10.00%

Where

Total Equities

75.66%

65.65% to 85.65%

You can contact us

You can contact our UK-based team for more information:

Email us

LifeServicing@LV.com

Please include your policy number.

Or find the right phone number for your query:

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