Alternatives

Overview

Equity

Bonds / cash

Alternatives

ESG

You can find a full list of the available alternatives funds below, along with the charges and links to the fund factsheets. Factsheets are updated quarterly, within six weeks of each quarter end.

Fund name	AMC (%)	TER (%)	ISIN
BlackRock Gold & General The Fund aims to achieve long-term capital growth primarily through an actively managed portfolio of gold mining, commodity and precious-metal related shares.	0.7500	0.9100	GB0005852396	Factsheet
JPM Natural Resources The Fund aims to provide capital growth over the long term, investing primarily in the shares of companies throughout the world engaged in the production and marketing of commodities.	0.7250	0.8050	GB00B88MP089	Factsheet
LGIM Global Real Estate Equity Index The Fund aims to track the performance of the FTSE EPRA/NAREIT Global Developed Real Estate Index (less withholding tax if applicable) to within +/-1.0% p.a. for two years out of three.	0.2150	0.2150	GB00B6V63097	Factsheet
LGIM Managed Property The Fund aims to outperform the MSCI/AREF UK Quarterly Property Fund Index over three and five year periods.	0.6400	0.6740	GB00B6V5QQ37	Factsheet
Ninety One Emerging Markets Local Currency Debt The Fund aims to provide income and long-term capital growth. The Fund invests primarily in bonds and related derivatives. These bonds are issued by governments, institutions or companies in emerging markets, predominantly in the currency of the issuing country	0.7250	0.9250	GB00B3TB1H89	Factsheet

Charges are shown as at 31 March 2025.

For some funds you may notice a difference in the fund charges displayed here compared to those on the factsheets. This is due to the factsheets being produced at a different point in time to the table above. The factsheets include the date at which all information and charges are effective from.

Where possible, ABF funds use the same comparator as the underlying fund. In some cases, where ABF are not licensed to access a particular index to use as a comparator, the Trustees have taken advice from their investment consultants Mercer and selected an appropriate alternative comparator.

Alternatives

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