UK - Bedlam Asset Management's global equities fund has returned 7.5% for the year to June 30, compared to the MSCI World Index, which returned 0.5%.
Bedlam – which operates a “no gain, no fee” policy – said that since its launch in December 2002, the fund had returned 30.9%, compared to the 16.7% generated by the index.
At the same time, Bedlam’s UK equities fund has returned 1.8% for the year to June 30, compared to the FTSE All-Share, which produced a 1% return over the same period.
The Pensions Administration Standards Association's Margaret Snowdon won the coveted Pensions Woman of the Year award. She tells Stephanie Baxter about lessons she has learned along the way.
Defined benefit (DB) schemes are set to shorn themselves of over £300bn of liabilities between 2019 and 2021 as they continue to mature, Mercer predicts.
This week's top stories include the Competition and Markets Authority issuing its final report for the investigation into investment consultants, and The Pensions Regulator launching its first fraud prosecution.
Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.