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Unilever Investing Plan Cautious Growth Fund KTUC_2021_06.pdf FIDELITY LIFE FUNDS 30 JUNE 2021 UNILEVER INVESTING PLAN CAUTIOUS GROWTH FUND Fund objective Fund facts An appropriately diversified investment vehicle with an investment objective which aims to achieve Benchmark a return over the long term (5-years or more) that exceeds the return on the cash fund (albeit with a 27% MSCI World Index (Net) ; 12.5% 1 Month LIBOR + 3% ; 12.5% Bloomberg higher prospect that a negative absolute return could be experienced over the same period than Barclays Multiverse Corporate Index (Total Return Gross) Hedged to GBP the cash fund). This fund invests or reinsures into underlying funds managed by Fidelity or our Fund (JPFC) ; 12.5% FTSE Actuaries UK Conventional Gilts Over 15 Years Midday (Blackrock) ; 12.5% FTSE Actuaries UK Index Linked Gilts Over 5 Years Index Partners. Midday (Blackrock) ; 12.5% GBP 1W LIBID ; 7.5% BlackRock Global Property Securities Index ; 3% MSCI Global Emerging Markets Index (Blackrock) Fund size £15m Launch date Performance as at 30.06.2021 31.12.07 Past performance is not a reliable indicator of future results. Base currency GBP Yearly performance Annual management charge 1 July 2016 1 July 2017 1 July 2018 1 July 2019 1 July 2020 0.275%** to to to to to 30 June 2017 30 June 2018 30 June 2019 30 June 2020 30 June 2021 Other charges 0.084% Fund 10.3% 3.7% 6.0% 4.4% 9.9% Benchmark 9.1% 4.1% 6.6% 5.8% 7.4% Total Expense Ratio 0.359% **The charge shown represents a weighted average of AMCs of the underlying funds and Annualised performance any additional charge for the management of this plan specific fund. The exact charge will 1 Year 3 Years 5 Years Since Launch vary over time depending on the actual proportions invested in the underlying funds. The total expense ratio (TER) is a measure of the total costs associated with managing and operating an investment fund. The charges are reflected in the quoted unit/share Fund 9.9% 6.7% 6.8% 6.1% price for the fund and are not deducted directly from your account. The TER does not include any transaction costs which are incurred in the buying and selling of funds or their Benchmark 7.4% 6.6% 6.6% 6.9% underlying investments. A full explanation of fund charges can be found in your plan literature. Figures reflect the return on investment after the fund’s charges have been deducted. SEDOL number Fund footnote: This fund is part of the long-term pension business of FIL Life Insurance Limited. Performance is calculated B29KT52 on a NAV to NAV basis. Source: Fidelity. Net Of Fee Benchmark footnote: Composite Benchmark: 25% FTSE All-Share, 25% FTSE All-World Developed ex-UK Index, 10% iBoxx ISIN number GBP Non-Gilts Index, 10% FTSE UK Gilts Index-Linked Over 5 Years Index, 10% FTSE UK Gilts Over 15 Years Index, 10% Consumer Price Index+5%, 10% Seven Day LIBID to 30/04/2008 then 20% FTSE All-Share, 30% FTSE All-World Developed ex- GB00B29KT527 UK Index, 10% iBoxx GBP Non-Gilts Index, 10% FTSE UK Gilts Index-Linked Over 5 Years Index, 10% FTSE UK Gilts Over 15 Years Index, 10% Consumer Price Index+5%, 10% Seven Day LIBID to 30/09/2011 then 20% FTSE All-Share, 30% FTSE All- Fund management style World Developed ex-UK Index, 10% iBoxx GBP Non-Gilts Index, 10% FTSE UK Gilts Index-Linked Over 5 Years Index, 10% Blend of active and passive FTSE UK Gilts Over 15 Years Index, 10% IMA Property Index, 10% Seven Day LIBID to 30/06/2012 then 25% BlackRock 30/70 Currency Hedged Global Equity Index (Made up of: 30% FTSE All Share, 60% of the following: FTSE AW Developed Europe ex UK, FTSE AW USA, FTSE AW Japan, FTSE AW Developed Asia Pacific ex Japan, 10% MSCI Emerging Markets The majority of our funds will not be available for review on external NDR), 2.5% MSCI Emerging Markets, 7.5% FTSE All-Share Index, 15% FTSE All-World Developed ex-UK Index, 10% iBoxx GBP fund websites by searching for the ISIN or SEDOL numbers. Non-Gilts Index, 10% FTSE UK Gilts Index-Linked Over 5 Years Index, 10% FTSE UK Gilts Over 15 Years Index and 10% IMA Property Sector Index, 10% Seven Day LIBID to 30/09/2015. From 30/09/2015: 30% BlackRock 30/70 Currency Hedged Global Equity Index (30% FTSE All-Share, 60% of the following Indices (market cap weighted, hedged):FTSE AW Developed Europe ex UK, FTSE AW USA, FTSE AW Japan, FTSE AW Developed Asia Pacific ex Japan,10% MSCI Emerging Markets), Risk factors 12.5% Blackrock Over 15 Years UK Gilt Index, 12.5% BlackRock Over 5 Years Index Linked Gilt Index, 12.5% BlackRock The value of your investments may go down as well as up and you may not Screened UK Corporate Bond Index, 12.5% 7 Day LIBID, 7.5% BlackRock Global Property Securities Index, 6.5% Investec Emerging Market Blended Debt Index, 6% Putnam Global High Yield Bond Index. Since 31/05/2018: 30% (30:70 Global get back the amount invested. Where a fund invests into more than one Equity Sterling-Hedged Composite Index (the Benchmark Index) with a 30% allocation to United Kingdom (UK) equities and underlying fund, the risk factors reflect the risks applicable to each of the 70% allocation to overseas (non-UK) equities (which includes a 10% allocation to emerging market equities),12.5%FTSE underlying funds. Actuaries UK Conventional Gilts Over 15 Years (Midday), 12.5%FTSE Actuaries UK Index Linked Gilts Over 5 Years Index Midday ,12.5% BlackRock Screened UK Corporate Bond Fund (BM to be advised), 12.5% 1 Week GBP LIBID,7.5% FTSE EPR, A NAREIT Developed ,6.0% Bank of America Merrill Lynch Global High Yield Investment Grade Country Constrained Index, 6.5% (50% JPMorgan GBI-EM Global Diversified 30% JPMorgan EBMI Global Diversified GBP Hedged 20% JPMorgan CEMBI Broad Diversified GBP Hedged). From 30/11/2019: 15 % (30:70 Global Equity Sterling-Hedged Composite Index (the Benchmark Index) with a 30% allocation to United Kingdom (UK) equities and 70% allocation to overseas (non-UK) Fund specific risk factors (see overleaf) equities (which includes a 10% allocation to emerging market equities), 12.5% FTSE Actuaries UK Index Linked Gilts Over 5 Years Index Midday, 12.5% FTSE Actuaries UK Conventional Gilts Over 15 Years (Midday), 7.5% FTSE EPRA NAREIT 2: Derivative exposure 3: Efficient portfolio management 4: Emerging markets Developed, 12.5% 1 Week GBP LIBID, 15% MSCI World Index, 12.5% LIBOR +3%, 12.5% Bloomberg Barclays Multiverse 5: Ethical restrictions 6: Exchange rate 8: High yield bonds 11: Liquidity 14: Corporate Index (Total Return Gross) Hedged to GBP. From 31/10/2020: 12.5% FTSE Actuaries UK Index Linked Gilts Over Sector specific funds 15: Smaller companies 16: Solvency of depositary 17: 5 Years Index Midday, 12.5% FTSE Actuaries UK Conventional Gilts Over 15 Years (Midday), 7.5% FTSE EPRA NAREIT Solvency of issuers 18: Volatility Developed, 12.5% 1 Week GBP LIBID, 27% MSCI World Index, 12.5% LIBOR +3%, 12.5% Bloomberg Barclays Multiverse Corporate Index (Total Return Gross) Hedged to GBP, 3% MSCI Global Emerging Markets Index. Source: Fidelity Fund breakdown as at 30.06.2021 Risk rating 1 Acadian Sustainable Multi Factor UCITS 28.0% 2 BlackRock Index Linked Gilt Tracker Fund 12.5% 3 BlackRock Over 15 years Gilts Tracker Fund 12.3% 4 Legg Mason Western Asset Multi Credit Fund S ClAC H 12.3% 5 JPM Flexible Credit X (acc) – GBP (hedged) 12.2% 6 JPMorgan Life UK Liquidity Fund 12.0% 7 BlackRock DC Global Property Securities Tracker 7.8% 8 BlackRock Emerging Markets Index Fund 3.0% M2 - Medium-Higher risk/return The potential for capital growth is higher than the medium risk/return category, but risk is increased. Funds in this category can often experience large fluctuations in value, either up or down, especially in the shorter term. Risk ratings on this factsheet are assigned by Fidelity. They are an indication only and take into account the volatility of the underlying fund, based on past performance (where this is available), and an internal assessment of the Please note that the breakdown of underlying funds shown may not equal 100% due to buying/selling over a month underlying asset types in the fund. Ratings may change, do not imply or offer end resulting in the fund being slightly in debit or credit. any guarantee, and only apply to, and in comparison with, the funds made available by Fidelity's DC business. KTUC 43990 www.fidelitypensions.co.uk 0800 3 68 68 68 [email protected] T450c KTUC_2021_06.pdf FIDELITY LIFE FUNDS 30 JUNE 2021 UNILEVER INVESTING PLAN CAUTIOUS GROWTH FUND ESG Fund Rating and Quality Scores Breakdown as at 30.06.2021 The investment analysis company, MSCI, rates funds according to how well the ESG Fund E S G companies into which the funds invest, take account of environmental, social and Fund Rating Score Score Score governance (ESG) factors. It provides scores of 1 to 10 (with 10 being the highest) in the three ‘pillars’ – E, S and G – and converts them into an overall rating from Acadian Sustainable Multi Factor Ucits A 5.90 4.88 4.88 CCC to AAA (with AAA being the best). You can find out more about sustainable investing at http://fidelitypensions.co.uk/sustainable-investing Blackrock Dc Global Property Securities Tracker N/A N/A N/A N/A The relevant criteria and weightings are chosen by MSCI and different criteria and Blackrock Emerg Markt Indx BBB 5.28 5.02 3.57 weightings used by other analysts may produce different results.
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