Straightforward Personal Pension
How has the Virgin Money Pension performed historically?
The table below shows the recent performance of the Virgin Pension Growth Fund and Virgin Pension Bond and Gilt Fund.
| Fund | June 2015 to June 2016 | June 2016 to June 2017 | June 2017 to June 2018 | June 2018 to June 2019 | June 2019 to June 2020 |
|---|---|---|---|---|---|
| Pension Growth | 1.4% | 16.9% | 7.9% | -0.2% | -13.7% |
| Growth Benchmark | 2.2% | 18.1% | 9.0% | 0.6% | -13.0% |
| Pension Bond and Gilt | 9.2% | 0.6% | -0.2% | 4.7% | 5.2% |
| Bond and Gilt Benchmark | 9.9% | 2.8% | -0.2% | 5.7% | 6.0% |
Source: Lipper, year on year, 30.06.15 to 30.06.20, bid to bid with net income reinvested. The Pension Growth Fund benchmark consists of 100% FTSE All-Share Index. The Pension Bond and Gilt Fund benchmark consists of 50% FTSE 5-15 Year Gilt Index, 50% Bank of America Merrill Lynch 5-15 Year AAA-A Non Gilt Index.
Remember, past performance isn't a reliable guide to the future. The value of your investment can go down as well as up and you may get back less than you invest.
Performance graph
The graph below shows the performance of the Virgin Pension Growth Fund and Virgin Pension Bond and Gilt Fund.
Source: Lipper, total return basis £10,000 lump sum invested from 30.06.10 to 30.06.20. The Pension Growth Fund benchmark consists of 100% FTSE All-Share Index. The Pension Bond and Gilt Fund benchmark consists of 50% FTSE 5-15 Year Gilt Index, 50% Bank of America Merrill Lynch 5-15 Year AAA-A Non Gilt Index.
- If you had invested £10,000 in the Virgin Pension Growth Fund on 30 June 2010, it would be worth £17,475 after charges on 30 June 2020.
- If you had invested £10,000 in the Virgin Pension Bond and Gilt Fund on 30 June 2010, it would be worth £15,409 after charges on 30 June 2020.
Pension Bond, Gilt and UK Share Fund