03.04.2015 Views

Agenda Volume 2 - Methodist Conference

Agenda Volume 2 - Methodist Conference

Agenda Volume 2 - Methodist Conference

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

33. Central Finance Board:<br />

Review of the year ended 28 February 2013<br />

Performance Report - Year to 28 February 2013<br />

External Assessment (Source: Portfolio Evaluation, except where stated)<br />

Index 1 year to 5 years 10 years<br />

to to to<br />

28.02.13 28.02.13 28.02.13<br />

% % p.a. %p.a.<br />

Equity<br />

CFB UK Equity Fund +14.1 +5.7 +9.8<br />

FTSE All Share Index +14.1 +6.0 +10.4<br />

FTSE All Share Index (ethically adjusted) +14.4 +5.8 +9.9<br />

CFB Overseas Fund +16.7 +8.0 +10.4<br />

FTSE All World ex U.K Index +16.0 +7.9 +10.3<br />

CFB Managed Equity Fund 1 +14.4 +6.1 +9.9<br />

Managed Equity Fund Composite Index +14.4 +6.3 +10.4<br />

Managed Equity Fund Composite Index (ethically adjusted) +14.7 +6.1 n/a<br />

CFB Managed Mixed Fund 1 +11.6 +6.4 +9.0<br />

Managed Mixed Composite Index +10.9 +6.5 +9.3<br />

Managed Mixed Composite Index (ethically adjusted) +11.1 +6.3 n/a<br />

Fixed Interest<br />

CFB Managed Fixed Interest Fund 1 +3.8 +6.9 +5.6<br />

Managed Fixed Interest Composite +3.2 +6.5 +5.4<br />

CFB Short Fixed Interest Fund +3.4 +6.3 +5.3<br />

Short Gilt Composite Index (gilt only) +2.3 +6.1 +5.2<br />

Short Fixed Interest Composite Index +3.8 +6.2 +5.2<br />

CFB Gilt Fund +2.6 +7.0 +5.5<br />

FTSE All Stock Gilt Index +2.6 +6.9 +5.6<br />

CFB Corporate Bond Fund 1 +9.0 +8.3 n/a<br />

iBoxx Non Gilts Index +10.1 +7.3 +5.6<br />

Corporate Bond Composite Index +8.8 +6.7 +5.2<br />

Inflation Linked<br />

CFB Inflation Linked Fund +6.5 +8.2 +7.5<br />

FTSE All Stock Index Linked Index (gilt only) +5.8 +8.1 +7.5<br />

Inflation Linked Composite Index +6.5 +8.3 +7.6<br />

Property<br />

CFB Property Fund 1,3 +3.2 -2.4 n/a<br />

IPD All Balanced Funds Index 2,3 +0.2 -2.3 n/a<br />

Cash (AERs)<br />

CFB Deposit Fund 1 +1.3 +2.0 +3.3<br />

Higher Rate Bank Deposits (over £10,000) +0.1 +0.4 +1.0<br />

1 Week LIBID +0.4 +1.2 n/a<br />

1<br />

Source: CFB | 2 Source: IPD | 3 Performance to 31 December 2012<br />

<strong>Conference</strong> <strong>Agenda</strong> 2013<br />

353

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!