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
Image:

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...

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

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

Ocean degradation threatens adequacy of retirement outcomes

Ocean degradation threatens adequacy of retirement outcomes

IFoA report says ocean-related shocks can ‘cascade’ through society and the economy

Martin Richmond
clock 10 November 2026 • 4 min read
BlackRock launches protected equity strategy for UK pension schemes

BlackRock launches protected equity strategy for UK pension schemes

Fund aims to maintain exposure to equity growth while managing downside risk

Jonathan Stapleton
clock 09 November 2026 • 2 min read
Climate warming scenarios could hit pension fund returns by up to 30%

Climate warming scenarios could hit pension fund returns by up to 30%

Analysis reveals uneven impact across UK schemes and urges funds to consider risk

Alex Levy
clock 09 November 2026 • 3 min read
Trustpilot