Balanced pooled fund lose 3.4pc in November

clock

BALANCED pooled funds achieved a median return of -3.4pc in November 2007, latest CAPS figures from BNY Mellon Asset Servicing reveals.

The securities servicing firm said that over one, three and five years to November 30, Balanced pooled funds returned 8.5pc, 13.8pc per annum and 12.0pc per annum respectively. It said over the ...

To continue reading this article...

Join Professional Pensions

  • Unlimited access to real-time news, analysis and opinion from the industry
  • Receive our in-depth monthly magazine in either print or digital format
  • Access our Sustainable Investment Hub covering news and opinion from thought leaders in the ESG space
  • Receive important and breaking news stories selected by the Editors in our daily newsletter
  • Hear from industry experts and other forward-thinking leaders
  • Receive a monthly members-only newsletter with exclusive opinion pieces from leading industry experts and a feature from the magazine in advance of its release date

Join now

 

Already a Professional Pensions
member?

Login

More on Pension Pooling

LPFA reveals £100m yearly increase in value

LPFA reveals £100m yearly increase in value

LGPS fund valued at £7.7bn, up £100m from 2021-22, with funding level of 118%

Jasmine Urquhart
clock 08 December 2023 • 5 min read
LGPS funding improves to 108% in October

LGPS funding improves to 108% in October

Isio’s Low Risk Funding Index finds £2bn funding improvement for local government schemes

Jasmine Urquhart
clock 05 December 2023 • 1 min read
Updated: Autumn Statement 23 - LGPS funds to be in £200bn pools by 2040

Updated: Autumn Statement 23 - LGPS funds to be in £200bn pools by 2040

Chancellor announces measures to consolidate pensions following Mansion House reforms

Jasmine Urquhart
clock 23 November 2023 • 5 min read
Trustpilot