FMs post wide variation in growth portfolio performance over 2022

All fiduciary managers bar one posted growth portfolio losses last year

Jonathan Stapleton
clock • 2 min read
André Kerr: There is no ’silver bullet’ to guarantee investment performance
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André Kerr: There is no ’silver bullet’ to guarantee investment performance

There was a wide variation in fiduciary manager growth portfolio performance throughout 2022 – with a 13 percentage point difference between the highest and lowest returning firms.

XPS Pensions Group's Fiduciary Manager (FM) Review 2023 - which gathered data on the performance of 18 growth portfolios managed by 15 FMs over 2022 - found that, while all fiduciary managers bar o...

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