Global Leaders Plan

Aims to grow your pension savings by investing in approximately 1,000 of the world’s largest and most recognised public companies. Managed by BlackRock.
Could be suitable for

Anyone who wants a cost-effective diversified plan designed for long-term performance.

Annual fee
0.70%
Risk level
Higher
This fee is halved on the portion of your savings over £100,000.
Investment video
Find out more about how this fund invests

Top holdings

These are the companies your pension has the largest holdings in. Holdings change monthly.

  • NVIDIA CORP5.5%
  • APPLE INC5.4%
  • MICROSOFT3.9%
  • AMAZON.COM INC3.1%
  • BLK ICS USD LEAF AGENCY (ACC T0)2.6%
  • ALPHABET CLASS A2.4%
  • TAIWAN SEMICONDUCTOR MANUFACTURING2.2%
  • BROADCOM INC2.1%
  • ALPHABET CLASS C2%
  • META PLATFORMS CLASS A1.4%

Fund allocation

This shows how your investment is divided among different global regions and asset classes. The main asset types are fixed income (e.g. bonds), equities (company shares) and cash.

Stocks97%
Others2%
Cash1%
United States66%
Japan5%
Canada3%
United Kingdom3%
Hong Kong SAR China3%
Ireland3%
South Korea3%
Taiwan3%
Switzerland2%
Germany2%
France2%
Australia1%
Spain1%
Italy1%
Netherlands1%
Sweden1%

Fee

With PensionBee you pay just one annual fee, taken from your pension pot.

Fee Calculator

Annual fee

0.70%

Your annual fee is halved on the portion of your pot over £100,000.

More details

ISIN

GB00BRTCSJ05
This code represents your fund, and is unique to just the Global Leaders Plan.

Global Leaders factsheet

We've simplified each plan's risk rating on this page to a higher/medium/lower scale to aid comparison. Plan factsheets may use a different scale, representing the money manager's own methodology.

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