Balanced pooled funds assets fall by 0.3% in August

clock

BALANCED pooled funds saw median returns of -0.3pc in August, BNY Mellon Asset Servicing's latest CAPS figures reveal.

The performance measurement firm said balanced pooled funds returned 10.3pc, 14.8pc per annum and 11.4pc per annum over the one, three and five years to August 31. It said that over the 10 years...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Pension Pooling

LGPS 'record' 126% surplus reflects 'resilience' amid market turmoil

LGPS 'record' 126% surplus reflects 'resilience' amid market turmoil

Tariff volatility briefly affected funding levels but stabilisation has returned for valuation

Jasmine Urquhart
clock 08 May 2025 • 1 min read
Brunel hits back following government pooling decision

Brunel hits back following government pooling decision

LGPS pool ‘strongly rejects’ suggestion that pool weakness was to blame for MHCLG call

Jonathan Stapleton
clock 07 May 2025 • 3 min read
Funding improvements expected across LGPS despite 'volatile period', Quantum says

Funding improvements expected across LGPS despite 'volatile period', Quantum says

Firm says employers should review strategy as latest triennial valuation underway

Jasmine Urquhart
clock 24 April 2025 • 1 min read
Trustpilot