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Sector portfolio returns
Equity Portfolios
UK Conservative Equity UT UK Equity Income Sector
6 months % 1 year % 3 years % 5 years %
10 years %
-3.80 1.37 16.51 22.99 112.87 4.19 10.65 13.30 19.89 98.64
UK Dynamic -9.58 -1.42 21.99 37.51 164.94 UT UK Equity All Companies Sector -0.95 5.86 14.81 24.33 103.01
Global Established Global Established Benchmark * -3.13 1.04 40.46 60.38 234.99 1.10 7.39 37.79 56.33 168.35
Global Speculative UT Global Emerging Mkts Sector
Equilibrium AIM ** FTSE AIM All Share -8.22 -10.81 16.95 43.64 112.46 -4.27 -7.54 14.62 26.42 70.76
-15.46 -4.88 18.68 33.00 292.69 -12.87 -11.81 18.18 20.25 51.79
Alternative Equity UT Mixed Asset 20-60% Shares 3.90 8.82 12.15 20.41 72.11 -0.30 3.30 14.14 19.44 63.59
Property Portfolio Composite Property Benchmark ***
Fixed Interest Portfolio UT Sterling Corp Bond Sector 7.07 9.31 8.38 16.22 60.02 7.04 11.96 6.82 15.53 44.30
-5.49 -4.35 13.68 20.80 60.53 -5.13 -4.29 5.62 10.00 47.35
* Global Established Benchmark is 40% UT North America, 40% UT Europe Ex UK, 20% Japan. ** Performance data prior to 17 March 2015 (launch date) is calculated using the backtested model portfolio. *** Composite Property Benchmark is an equal weighting of all eligible funds in the UT Property Sector. Property portfolio switched to cash 15 June 2012 to 11 April 2013 as we did not hold property funds in this period.